Our Approach

We work with our professional partners to make sure that as a team we are providing the best possible service levels to our clients. 

In designing bespoke strategies for each individual client, and we rely on strong relationships with our partners to ensure that they are suggesting SSAS only to people who will really benefit.

We are dedicated to complete transparency throughout our entire client journey.

What TO EXPECT FROM SSASPRO

Understanding SSAS

Begin your SSASpro journey by learning what SSAS can do to benefit your business owner clients. See examples of clients who have maximised the value and flexibility of their pension investment with SSASpro.

Client introduction

When you recognise a SSAS opportunity for your client, you will introduce them to SSASpro. Safe in the knowledge that your client will be in the best possible hands. 

Initial Consultation

During our initial consultation, we discuss what your client is looking to achieve and what challenges they are facing with their current pension arrangements. We’ll also explain a little about SSASpro and how we can support them.

A Pension to Suit Individual Needs

With a full understanding of the client’s needs we go away and create a bespoke proposition and produce an illustration which demonstrates the benefits of our proposal.

Advice and Guidance

A follow-up meeting is arranged with both client and adviser to discuss our proposal, explain our reasoning, and provide an opportunity to answer any questions the client might have. 

Ongoing Support

SSASpro work with a team of partners to manage the implementation of the strategy, while our trusted admin team take care of the day to day running of the scheme.

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We regularly win valuable business owner clients from our competitors by being able to introduce the SSASpro team and the benefits of SSAS pensions to them.

DC - Principal of 6 Adviser IFA Practice