Self-Administered Pension Schemes

Worcester Pensions is a specialist provider of Trust Based, Small Self-Administered Pension Schemes (SSAS) that provide a unique way of saving for retirement tax efficiently, with flexible investment options and transparency. Our clients are usually the owners of SMEs or senior directors of larger companies, looking to have greater control over their pensions and a close personal service from their provider.

Our schemes are all individually approved by HMRC and are registered with and compliant with Pension Regulator requirements. We are not financial advisers and are not authorised or regulated by the Financial Conduct Authority.

Who are we?

Worcester Pensions began trading in 2020, although the business has been established for over 20 years. We were part of the McCarthy Taylor stable of businesses.

When our founder sold McCarthy Taylor, the IFA and discretionary investment manager, to a major Canadian plc, the sister company McCarthy Taylor Consulting, which provided Small Self-Administered Pension Schemes (SSAS) and occupational pension schemes, as well as a wide range of other services, was divided into its constituent parts.

How do we set up a Worcester Pension SSAS?

Establish

Worcester Pensions will lead the process to set up a registered and compliant scheme.

Takeover

If you are unhappy with the service you are receiving from your current provider, we can manage the transfer process to Worcester Pensions.

Administer

Once you have established a Worcester Pensions SSAS, we will assist the member trustees to remain compliant throughout it’s life, for example, providing regular valuations, annual accounts and annual regulator submissions.

Advise

Our wealth of experience allows us to advise member trustees with regards to the nature of investments, latest tax rules, regulatory requirements and restrictions.

How we can help...

As an independent specialist in member directed pensions we offer a proactive and positive approach to effective pension administration, through attentive first class service, care and attention to your requirements and with proactive advice, to enable you to take full advantage of both tax savings and flexible investment opportunities.