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Frequently Asked Questions
How do I refer a client?
Please complete the SSAS Expert Broker Enquiry Form on our website with as much detail as possible and we will contact you to discuss your client’s options and map out a pathway to implementation.
When do I refer a client?
Usually the best time to refer a client is once they have decided that SSAS Expert is a route they wish to pursue and it has been established that they have a pension fund that would be financially viable to support a SSAS Expert arrangement.
What do I earn?
How long does the establishment process take?
There is no fixed timescale for implementation as there are many variables such as the type and number of existing pension schemes a client has, how quickly all parties (clients, existing pension providers, HMRC) respond to requests and the complexity of the arrangement. Typically the timescales range from 2 – 8 weeks.
How quickly can a client get funded?
Subject to status a client can obtain funding in about a week using a specialist lender who will provide finance in advance of the SSAS Expert facility being set-up if there is an urgent requirement.
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