Heritage Pensions is an independently-owned pension company, specialising in the administration of self-invested personal pensions (SIPP) and small self-administered pension schemes (SSAS). You are unique so your pension should be unique too. Our aim is to provide you with the optimum pension wrapper to suit your needs and be the perfect fit for your lifestyle, today and in the future.
You have freedom to invest in an extensive range of investments and make changes should your circumstances alter or you wish to diversify to adapt to changing markets. And we ensure that your pension meets all the legal requirements so you don't have to worry. Your pension is part of your wealth, along with the other assets that you've accumulated throughout your life such as the property you live in.
You have freedom to invest in an extensive range of investments and make changes should your circumstances alter or you wish to diversify to adapt to changing markets. And we ensure that your pension meets all the legal requirements so you don't have to worry. Your pension is part of your wealth, along with the other assets that you've accumulated throughout your life such as the property you live in.
Services
Heritage Pensions and its associated companies administer pensions for approximately 10,000 clients with asset values in excess of 1billion. Our mission is to provide our clients with service that exceeds their expectations. We have a clear focus on the delivery of a personalised and expert administration service to the highest standard.
A SIPP is a personal pension scheme that provides you with greater freedom to invest your pension funds in an extensive range of investments and make changes whenever you need to. A SIPP is a 'wrapper' that provides for tax-efficient retirement savings. It aims to provide you with a source of income in later life.
A SSAS is an occupational pension scheme with up to 11 members. It is set up under a trust that provides its members with flexibility and control to choose how their pension funds are invested. To establish a SSAS, a sponsoring employer typically a limited company, is required. The company directors will often be members of the SSAS.
The Heritage SIPP and SSAS are designed to provide total flexibility across an extensive range of investments. We will confirm whether the investment is permitted to be held within the Heritage SIPP and SSAS. Investment Trust shares and Exchange Traded Funds listed on any recognised investment exchange.
Banking transactions including banking cheques for contributions, dealing with BACS/CHAPS transfers. Work in addition to standard administration will be charged in accordance with Heritage Pension's SIPP and SSAS fee schedule. We give 30 days' notice if we increase annual fees above this rate. All fees quoted are those that we would seek to charge in normal situations.
