SSAS to SSAS transfer
amarshall
Member, Moderator
Does anyone have any experience of transferring a SSAS from one provider to another? If so, do you have any hints on how to make the process smoother? (other than don't do it!)
The only assets within the SSAS are a Transact portfolio and a commercial property.
Thanks
Andy
Comments
Just doing one currently from James Hay to Investacc with 2 properties in it and another purchase going through. Other than gathering up leases and completing forms, Investacc has made it very smooth in fairness. I think it will mainly depend on the quality of admin at the destination firm.
Thanks @Ralfos. Let's hope the receiving scheme is as good as they like to make out!
Can I ask who you are using?
Rowanmoor (probably)
Cheers - heard good things about them