InvestAcc Pension Administration

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SSAS Service Standards

SSAS Service Standards

We are committed to delivering a cost effective, personal and high-quality pension administration service to meet the needs of all our clients.

Here we set out our normal service standards in working days for our SSAS arrangements. Note that we cannot guarantee we will meet our service standards.

Administration

Processing a new application7 days
Processing a takeover application7 days
Processing transfer forms5 days
Valuations5 days

Scheme Investments – Property/Land

Agreeing suitability of property/land2 days
Solicitor instruction2 days
Surveyor instruction (if required)2 days
Agreeing funding and suitability of borrowing2 days
Lender instruction2 days
Buildings insurance (if instructed)2 days
Completing legal documentation2 days
Transferring funds for purchasesame day and at least one working day prior to completion

Scheme Investments – Other

Suitability and funding check2 days
Completing documentation2 days
Processing loan application5 days

Banking

Cheques banked (i.e. contributions;transfers;rent)1 day
Paying out cheques and transfers5 days

Retirement

Benefit calculation7 days