Pension Scheme Administration

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.