Pension Services

We offer all of the audit and accountancy services required by both ‘Final Salary’ and ‘Defined Contribution’ pension schemes.

Our client base includes the hybrid plans known as Small Self Administered Scheme (SSAS) and Family Pension Trusts (FPT’s). Where applicable we also complete the scheme’s tax return which is the means whereby any tax deducted at source on investment income is refunded.

Pension schemes

Data is also collated and supplied to the Pension Scheme Administrator to enable them to complete the Scheme Occupational Pension Schemes Return or Non-Occupational Pension Schemes Return.

We also offer other accounting services such as the independent external auditor’s report for Registered Pension Schemes Relief at Source annual claim form APSS106. The full list of services is set out in the main advice areas.

Main Advice Areas

  • Pension scheme audits, both statutory and non-statutory
  • Pension scheme contribution audits
  • Pension scheme accounting
  • Tax returns for pension schemes
  • Accounting and tax services for unapproved pension schemes
  • Pension Tax Relief At Source annual claim audits
  • SIPP property syndicate accounting
  • Employer covenant assessment
  • Affordability reviews

What are the costs?

The initial meeting with John Blakey or Ian Rodd is without cost or obligation. The fee is calculated based on the level of work anticipated. A quote will be provided but the charge could be more if more work is encountered than expected. Clients may be charged payments on account throughout the course of the assignment. We always look to agree fees and costs in writing before proceeding.

Have any questions?

Contact your local office and a member of our team will be able to assist you with your query.

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.




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