What you need to know about SSASs.

Presentation by SSAS specialist James Merrett of Day Cooper Day. James is part of the highly experienced team of financial strategists that help advisers structure SSASs in the moist effective way for their clients.

• Understanding the structure of a SSAS

• How they differ from similar pensions (such as SIPP)

• Types of investments/ investment structure that is permitted

• Ways of structuring investment returns (earmarking)

• Common uses with case studies

James Merrett

Day Cooper Day

James has been working with DCD for 10 years doing SSAS, but prior to that he worked for HSBC doing SSAS and SIPP’s. When he moved away from SIPP it was to focus more on helping clients achieve a goal within a pension framework, and working in a product that allowed them to do this. He spends a lot of his time talking to advisors and accountants around what can be done, and usually how to get to a specific outcome without breaking any HMRC rules. This can be anything from funding a property purchase to bridging lending. Outside of work James spends most of his time chasing after his 3 children who are all under 10.

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