A pension scheme doesn’t just need trustees, it also needs to be administered in accordance with various sets of rules including HMRC and data protection. We are pleased to be able to offer both the services of a professional trustee and a pension administrator so that the trusteeship and “housekeeping” are kept under one roof. We can therefore take the burden of the complexities of pension scheme administration that would otherwise fall to member trustees.
Syntax is specialised in the provision and administration of Small Self Administered Schemes (SSAS) and the management of SIPPS and other financial products.
We offer a fully comprehensive service providing technical guidance and all necessary documentation for permitted scheme investments and transactions.
Our annual fees include:
Monthly reconciliation of bank accounts
Reporting as required by HM Revenue & Customs
Completion and submission of the Registered Pension Scheme Return
Correspondence to you relating to day to day administration of your scheme
Allocation of income and assets according to the trust documentation
Payment of invoices
Annual valuation and fund split
Data Protection registration and Pensions Regulator renewals
Maintaining pension records
Syntax ensures that the scheme meets the HMRC and regulatory requirements as well as offering the added value of our experience and technical expertise to ensure that the management of the trust is handled with skill and care.