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Opening a new SSAS
Member application form [236 KB .pdf]
This form will need to be completed to add additional members to an AJ Bell Platinum SSAS.Additional Director form [132 KB .pdf]
This form is to be completed by any Director of a Company wishing to establish a new SSAS and who will not become a member of the scheme.Member's guide [87 KB .pdf]
Information on what a SSAS is, and how to make transfers, contributions and investments.Attorney and deputy information form [157 KB .pdf]
Use this form to notify us of any Attorneys or Deputies associated with the account.
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Purchasing property
Property questionnaire [337 KB .pdf]
Allows us to consider whether a proposed property purchase would be an acceptable investmentProperty notes [151 KB .pdf]
Sets out the issues involved in purchasing a commercial property via your SSAS.Guidance notes for solicitors [292 KB .pdf]
Information for solicitors appointed to advise on the purchase of a commercial property within a SSAS.Guidance notes for surveyors [104 KB .pdf]
Information for surveyors appointed to advise on the purchase of a commercial property within a SSAS.Guidance notes for commercial lenders [105 KB .pdf]
Information for commercial lenders appointed to advise on the purchase of a commercial property within a SSAS.
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Funding your SSAS
Transfer form [72 KB .pdf]
Gives your authority to transfer benefits from another registered pension scheme.Transfer in drawdown form [110 KB .pdf]
This form should be completed if you wish to transfer a pension to an AJ Bell Platinum SSAS from which you have already started taking benefits.
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Taking money out of your SSAS
Benefits guide [80 KB .pdf]
Describes your benefit options, including lump sums, income drawdown and lifetime annuities.Benefit form - flexi-access and capped drawdown [124 KB .pdf]
Must be completed if you wish to start drawing benefits or add more uncrystallised funds.Must be completed if you wish to take an uncrystallised funds pension lump sum payment.Benefit form - annuity purchase [308 KB .pdf]
Must be completed if you wish to purchase an annuity with part or all of your fund.Capped drawdown to flexi-access drawdown conversion form [107 KB .pdf]
Must be completed if you wish to convert capped drawdown arrangements to flexi-access drawdown.To be completed if you have registered for enhanced, primary or one of the fixed or individual protections, or your unused lifetime allowance is less than the value of benefits being crystallised under your SIPP, along with the relevant benefit form.
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Death benefits
Expression of wishes guide and nomination form [190 KB .pdf]
Your expression of wish helps us to decide who you would like to pass your pension funds on to after your death.Maximising benefit flexibility on death [228 KB .pdf]
This guide explains the changes made to our Expression of wishes guide and nomination form and how to complete it.
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Literature for advisers
Adviser handshake [122 KB .pdf]
Sets out the terms upon which we will accept SSAS business from a financial adviser.