The WMPP SSAS

The WMPP SSAS

iPensions Group’s acquisition of W M Pension Trustee Services Limited and the WMPP SSAS enables members to transfer to a company with over two decades of experience in UK pensions. Scheme members will benefit from our deep technical expertise and commitment to administrative excellence. With our awarding winning and well-established specialist team dedicated to servicing clients’ property holdings within their portfolio, members will be supported by the highest standards of personal service. This latest acquisition from Morningstar Wealth Retirement Services builds on iPensions Group’s growth strategy. Read more about the acquisition here.

The WMPP SSAS supports advisers in facilitating clients’ retirement needs:

  • Offers access to a broad selection of assets including UK commercial property investments
  • Appoint highly experienced professional trustees to hold the assets
  • Administer assets in line with UK regulations
  • Easily identify accurate costs with fixed and transparent pricing

The WMPP SSAS helps clients:

  • Access up to 50% of the fund’s net asset value for reinvestment into the business
  • Borrow up to 50% of the fund’s net asset value to buy commercial property
  • Enjoy complete flexibility on the frequency and payment of employer contributions (within Annual Allowance limits)
  • Hold a wide range of assets aligned to the iPensions Group investment guidelines
  • Enjoy flexible withdrawals aligned to UK pension legislation
  • Benefit from significant tax advantage
  • Drawdown income from the age of 55

Investment Options

  • UK commercial property and land
  • UK quoted stocks, shares, gilts and debentures
  • Shares quoted on the Alternative Investment Market
  • Stocks and shares traded on an HMRC recognised overseas stock exchange
  • Futures and options relating to shares quoted on a recognised stock exchange
  • Hedge funds
  • Bank and building society accounts
  • Unit trusts, investment trusts and Open-Ended Investment Companies
  • Insurance company funds

Time to get started

If you are looking to find out more about our award-winning offering and our technology enhanced solutions, contact our team below.