Who we are

We are a specialist provider of Small Self-Administered Schemes (SSAS)

We’ve been a provider of SSASs since 2010. However, our directors have been involved with Small Self-Administered Schemes since the 1970s. You benefit from that wealth of knowledge and experience which has been built up over many decades.

Using a SSAS can bring significant benefits to you and your business both now and in retirement. We’re unashamedly conservative in our approach to self-invested pensions though, believing that a SSAS is first and foremost a vehicle for saving for retirement. However, we know that they can provide significant benefits to business owners in the years and decades before retirement.

We also know that running the scheme, and the underlying assets, can be complex. The rules governing pensions have changed significantly over the years and are now more complex than ever. This brings both opportunities and potential pitfalls.

We’re here to help

We’ll use our knowledge and experience to enable you to take advantage of the opportunities and guide you around the pitfalls.

We can work with your existing advisers too. We often work with businesses introduced to us by financial advisers, accountants and solicitors. We’ll communicate clearly with your professional advisers to ensure that we are all pulling in the same direction.

Clear communication

As a client of Hartsfield Trustee Services, you will receive:

• Regular valuations of the assets held in your SSAS
• Details of all transactions
• Other updates and information as required

Furthermore, we will provide you with comprehensive administration services and technical guidance, and maintain scheme records. Finally, we will complete all required HMRC and other regulatory reports, assist trustees regarding the purchase and sale of scheme assets, and provide any calculations for members’ benefit payments.

Our clients tell us that this clear communication gives them confidence their SSAS is in safe hands.