We provide ongoing administration services for SIPP and SSAS covering a number of activities. They include:
- Joint regulatory reporting responsibilities.
- The preparation and delivery of regular valuation reporting.
- Banking and reconciliation.
- Technical guidance on the day-to-day running of a SIPP or SSAS.
- Reviewing the acceptability / permissibility of investments.
- Legislative and regulatory changes required to sustain the plan.
- Full activity tracking and risk monitoring.