Microphone

SIPP v SSAS

3 years ago
Back to Infocentre

In this session, Lisa will look into what makes a SSAS – who the parties to it are, how it is established, how it operates and what makes it different to a SIPP. She’ll investigate the unique investment opportunities offered by SSASs and explore group SIPP v SSAS for clients who want to pool funds to purchase property.

Supporting literature

 

Lisa Webster

Lisa Webster

Senior Technical Consultant

Lisa is an Economics graduate who has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Team, responsible for providing regulatory and technical analysis to the business and outside world. She is also a regular speaker at adviser events.

More from Lisa Webster

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