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SSAS Takeover

Switch Your SSAS with Confidence

If your current SSAS provider is falling short—whether it’s poor communication, outdated processes, or lack of support—it’s time to make a change. At Retirement Capital, we make switching SSAS administration effortless and fully compliant. Our dedication to innovation and client-first service has earned us industry recognition, including a 5 Star Rating from Defaqto, 4 Stars from Moneyfacts, and multiple nominations in the 2025 Moneyfacts Awards, including Best SSAS Provider and Best Use of Technology in Life, Pensions & Investments. When you move your SSAS to us, you’re backed by award-winning expertise and a platform built for control, clarity, and confidence.

How It Works

1 - Take to us...

Submit your information below to initiate your SSAS takeover.

2 - Paperwork

Complete and return our takeover forms. Download these from our website or we'll pop one in the post.

3 - We Do Our Bit

We'll draft the takeover paperwork. Contact the current provider for the informations, and add you to our software system.

4 - Legal

We'll issue you with a takeover deed and new bank account application for you to complete and return.

5 - Notify & Register

We will liaise with all relevant parties, update the regulators and arrange for the investments of the SSAS to be re-registered.

6 - Job Done

Take Over Complete . Its that easy.

Initial Takeover Information Form

FREQUENTLY ASKED QUESTIONS

Yes, the pension schemes we operate are permitted to purchase commercial property. Properties that contain residential elements are unlikely to be allowable, and would have to be considered on a case-by-case basis.

Yes, the pension schemes we operate are permitted to purchase commercial property. Properties that contain residential elements are unlikely to be allowable, and would have to be considered on a case-by-case basis.

Yes, the pension schemes we operate are permitted to purchase commercial property. Properties that contain residential elements are unlikely to be allowable, and would have to be considered on a case-by-case basis.

Thinking of changing SSAS provider?

Our streamlined switching service makes it easy to move your SSAS across to Retirement Capital and enjoy better administration, more opportunities and dedicated support.

 
We manage the paperwork​

Our specialists handle the transfer process from start to finish, liaising with your existing provider so you don’t have to.

 
Keep everything intact

Transfer your assets in specie without selling them and continue growing your pension seamlessly on our platform.

 
Expert advice when needed

A dedicated administrator will support you throughout. Access SSAS expertise and FCA‑regulated advice from our panel when you need it.

Book a free consultation

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