TLPI
For accountants and advisers

What is a SSAS Pension?

A Small Self-Administered Scheme (SSAS) is an occupational pension for company directors - giving them control, tax efficiency, and the ability to invest in their own business.

SSAS Definition

A Small Self-Administered Scheme (SSAS) is an occupational defined contribution pension scheme established under trust, available to directors and key employees of a company. The scheme is defined in the Finance Act 2004 and registered with HMRC as a qualifying UK pension scheme.

Up to 11

Members per Scheme

Directors, key employees, and family members

50%

Maximum Loan-Back

Of net scheme assets

£60,000

Annual Allowance

Tax year 2026/27

25%

Corporation Tax Relief

On employer contributions

Key SSAS Features

SSAS pensions offer capabilities that are not available in standard personal pension wrappers or SIPPs.

Commercial Property

Purchase your company's own trading premises through the pension - rent paid by the company accrues tax-free inside the scheme.

Loan-Back Facility

Lend up to 50% of scheme assets back to the sponsoring employer - giving directors access to pension funds for business investment.

Full Trustee Control

Directors are both members and trustees - they make all investment decisions collectively, with no reliance on an external provider.

Tax Relief on Contributions

Employer contributions attract Corporation Tax relief. Member contributions receive Income Tax relief at the marginal rate.

How a SSAS Differs from Other Pensions

Unlike group personal pensions or SIPPs, a SSAS is owned by the company (the scheme employer) rather than by an individual. The company directors are typically both the members and the trustees of the scheme. This dual trustee/member structure gives the directors full control over investment decisions, enabling the scheme to hold assets that are not available in standard personal pension wrappers.

A SSAS is typically appropriate for companies with 1-10 directors who want to pool their pension contributions into a single scheme, use their pension to purchase business premises, or access the loan-back facility for business investment and growth.

SSAS vs SIPP - At a Glance

SSASSIPP
OwnershipCompany-ownedIndividual-owned
TrusteesDirectors = TrusteesProvider controls
Loan-BackYes (up to 50%)Not permitted
Own PremisesYes - connected party permittedStricter rules
MembersUp to 11No limit

Trustee Structure and Responsibilities

In a SSAS, the company directors act as lay trustees, with TLPI as the professional scheme administrator. Every trustee holds equal voting rights regardless of their pension pot size within the scheme.

Lay Trustees: Company directors act as lay trustees, making collective investment decisions.
Scheme Administrator: TLPI acts as professional scheme administrator, handling HMRC registration and compliance.
Equal Voting Rights: Each trustee holds equal voting rights regardless of their pension pot size within the scheme.
Annual Returns: The scheme administrator manages all HMRC reporting requirements and annual returns.

Permitted Investments

A SSAS can invest in a wider range of assets than most personal pension schemes, including direct commercial property ownership and business loans.

UK commercial property (freehold and leasehold)
Quoted shares, bonds, and investment funds
Loans back to the sponsoring employer (loan-back facility)
Cash deposits
Alternative investments subject to trustee approval

Who is a SSAS Suitable For?

A SSAS is typically appropriate for companies with 1-10 directors who want to consolidate their pensions and pool pensions and other contributions into a single scheme, use their pension funds to purchase business premises, or access the loan-back facility for business investment and growth strategies.

There is no prescribed minimum contribution level. However, scheme administration costs mean a SSAS is most cost-effective where existing pension funds total at least £100,000, or where the company is committed to contributing to reach that level.

SSAS and HMRC Registration

All SSAS schemes must be registered with HMRC as a Registered Pension Scheme under Part 4 of the Finance Act 2004. TLPI acts as scheme administrator and manages the HMRC registration process.

HMRC Regulation

SSAS pensions are registered with HMRC under Part 4 of the Finance Act 2004 and overseen by The Pensions Regulator (TPR). They are not FCA-regulated products - which means accountants can refer clients to a SSAS administrator without FCA authorisation. Learn more about the regulatory position.

How it works

From introduction to fee paid — a simple 5-step process.

Step 1

You make the introduction

Register, then send them your link or ask them to get in touch. Takes a couple of minutes.

Step 2

We have the conversation

One of our consultants speaks to them within 1 business day. You do not need to explain how any of it works.

Step 3

The scheme is set up

If it suits them, TLPI handles the set-up and the HMRC registration.

Step 4

You get paid

£500 when their scheme is registered with HMRC. You send us an invoice and we pay within 14 business days.

Step 5

They get the benefit

They end up with a pension their company can pay into, that can hold their business premises.

This content is provided for educational purposes only and does not constitute financial advice. SSAS administration is regulated by HMRC, not the FCA. Accountants referring clients to SSAS administrators are not providing regulated financial advice.

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