Providing Specialist Services for SSAS

At Westbridge SSAS, our team are dedicated to providing personalised and proactive administration and professional trustee services for Small Self-Administered Pension Schemes (SSAS) for business owners.

About Us

What Makes us Different

A personalised service, dedicated to an outstanding client experience.

We offer a unique fixed single annual fee model from £1500 + VAT P/A. We provide a full scheme administration and professional trustee service with a dedicated administrator and director looking after your scheme.

Full Scheme Administrator and Professional Trustee on all SSAS's

Personalised administration and technical expertise

Access to ‘big four’ standard tax advice through Westbridge Tax

No complex and expensive menu of charges for each event or transaction. Unique fully inclusive single annual administration fee

Technology driven administration, client and introducer driven journey

Nathan Bridgeman - Director

David Santaney - Director

Debbie Seaton - Head of Operations

Wayne Barlow - Head of Client Experience

Tom Moore - Director

Lucas Harding-Cox - Director

Rocky Leanders - Group Financial Controller

Pete Collins - Head of HR

Who We Are

Meet Our Team

We are SSAS experts dedicated to the operation of Small Self-Administered Pension Schemes (SSAS) for business owners.

Supported by over 100 years’ SSAS experience amongst our Executive Team, our team passionately believe that SSAS’s are an integral part of the wider tax planning opportunities for business owners.

We pride ourselves on creating an optimal client experience and ensuring schemes keep within HMRC regulations.

All of our SSAS’s are administered in house and are overseen by our team who have experience of both the technical aspect of SSAS’s as well as meeting the commercial objectives of clients.

Our SSAS clients originate by way of referrals from our professional network of Accountants, Solicitors, Financial Advisers, Fund Managers, Investment Managers and Property Managers.

“We deliver a personalised, pragmatic service with a dedication to embracing technology”

Debbie Seaton, Head of Operations

Our Services

What We Do

1

We fully assess your requirements and provide a bespoke service

At Westbridge, we know that no two clients are the same. We fully assess each of your requirements and take into account the nature of your business, providing a solution that’s tailored to your needs, with schemes kept in line with HMRC regulations.

2

We provide a Full Scheme Administrator and Professional Trustee for SSAS's

In line with HMRC regulations, we can provide a trustworthy and highly knowledgeable Full Scheme Administrator and Professional Trustee service for SSAS’s. This is supported by our decades of experience in pension and tax services.

3

We offer an unparalleled level of administration and technical expertise

Our team are passionate about delivering a solution that not only suits our clients requirements, but is adaptable to their business processes. Our technical expertise is second to none, and with our fast and efficient administration processes, your SSAS is in safe hands.

Frequently Asked Questions

How Can We Help You?

What is a SSAS?

A Small Self-Administered Scheme (SSAS) is a specific pension scheme for owners, directors or senior members of a business.

Why are SSAS’s important?

SSAS’s are a significantly important tool to help business owners provide for retirement, whilst protecting wealth for future generations.

Do I need a SSAS?

If you are a business owner, you may wish to set up a SSAS if you are looking for more flexibility and additional protection from your pension arrangement. A SSAS would also be beneficial to those wishing to not be tied down to a specific pension provider.

The Benefits

Why Use Westbridge SSAS?

Our SSAS’s are administered in-house

Our experienced team of specialists have strong technical expertise, and oversee all SSAS’s.

Personalised and pragmatic service

We tailor our solutions to each individual business, with an unparalleled level of customer service.

Simple, straightforward solutions

We don’t use a complex menu of charges, but instead charge a single annual administration fee.

Testimonials

Testimonials

Great personal service and professionalism

“We selected Westbridge to take over the administration of a SSAS prior to a property transaction. The transaction turned out to be far more complicated than imagined with the sponsoring employer going into liquidation at the same time. I cannot commend Westbridge enough for their handling of multiple parties including liquidators, solicitors, property surveyors, and the SSAS members. They kept me and the members up to date with progress and I don’t think we would have met the deadlines without their assistance. Great job – I wouldn’t hesitate to recommend their personal service and professionalism!”

Devin Smith, Tavistock Private Client

Surpassed all expectations

“I have found the administrative service offered by Westbridge to be first class. They have dealt with various difficult transactions for me, solving the technical issues these presented, whilst going the extra mile in doing so.”

Robin Jackson, Churchgates Accountants

Reliable, knowledgable & efficient

“We moved our scheme to Westbridge following the advice of our financial adviser. We couldn’t get hold of our previous administrator and get them to respond to our calls or e-mails. Westbridge are a breath of fresh air. Our administrator is knowledgeable and efficient and nothing is too much trouble”

Nick Peek, Peeks of Bournemouth SSAS member

Get in Touch

Contact Us






    View Privacy Policy