Services -- Bespoke Trustees Limited

By: Bespoke Trustees  05/12/2011
Keywords: Self Administered Pension

There are currently 3 services that Bespoke Trustees Ltd provides to clients and intermediaries

Administration of Self Administered Pension Schemes (SAPS)

Administration of the scheme includes the following:

  • Preparation of scheme set up documentation; scheme trust deed, members booklet,scheme rule etc

  • Seeking approval of the scheme as 'exempt approved' by the Revenue Commissioners

  • Registration of the scheme with the Pensions Board and ensuring compliance with the Pensions Acts and other regulations

  • ensuring the scheme is Revenue compliant

  • Providing on going administration of the scheme

  • Providing the service of Pensioneer Trustee

  • Production of annual accounts of the scheme, to include sign off by an auditor

  • Production and submission of actuarial reviews of the scheme every 3 years

Administration of Self Invested Personal Pensions (SIPPs)

We also administer Self Invested Personal Pensions on behalf of clients, this is a cost efficient personal pension plan underwritten by new Ireland Assurance, that offers clients access to investment opportunities not normally available to those providing for their retirement through a personal pension plan.

Consultancy Services

Bespoke Trustees has a wide and diverse depth of knowledge in the pensions arena and can provide specialist consultancy to clients and intermediaries in relation to the more technical issues that arise regarding pension planning, investment structuring and other associated areas.

Keywords: Self Administered Pension

Contact Bespoke Trustees

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