Whitehall Group

We are a specialist firm providing administration and trustee services to self-administered pension schemes.

[Whitehall Group @WhitehallGroup]

Wow! We were Highly Commended last year and are delighted to be shortlisted again in this category. Thank you to everyone who voted #ILPAwards

[Moneyfacts Group Awards Team @FinanceAwards]

The Investment Life & Pensions Moneyfacts Awards finalists in Best Pension Service are: @AvivaUK, @_CurtisBanks, @InvestAcc_UK, IPM SIPP Administration, @Quilter, @RoyalLondon, @ScottishWidows, @StandardLifeUK, @WhitehallGroup, @xpsgroup #ILPAwards

[Whitehall Group @WhitehallGroup]

Absolutely thrilled to be shortlisted in this category. Our team really does go above and beyond to deliver on service! #ILPAwards

[Moneyfacts Group Awards Team @FinanceAwards]

The Investment Life & Pensions Moneyfacts Awards finalists in Service Beyond the Call of Duty are: @7IM_Updates, @InvestAcc_UK, @InvestecWin, @lv, @Octopus_UK, @TavistockWealth, @ARC_TempoSP, @Transact, @TruePotential_, @WhitehallGroup #ILPAwards

[Whitehall Group @WhitehallGroup]

Absolutely delighted to be shortlisted in the category of Best SSAS Provider! #ILPAwards

[Moneyfacts Group Awards Team @FinanceAwards]

The Investment Life & Pensions Moneyfacts Awards finalists in Best SSAS Provider are: @BW_LLP, @_CurtisBanks, @DentonsPensions, @InvestAcc_UK, Rowanmoor, @SSASPensions, @TalbotMuir, Westbridge, @WhitehallGroup, @xpsgroup #ILPAwards

[Whitehall Group @WhitehallGroup]

This isn't the first time that Rob and Catherine have been singled out for their work in our commercial property team. Great service given to our client as usual!
#SSAS #WhitehallGroup #testimonialtuesday #employeerecognition #ssaspensions

[Whitehall Group @WhitehallGroup]

A SSAS can borrow funds to assist with a property purchase. In this case, the loan was made by our client's business on full commercial terms.
#SSAS #WhitehallGroup #ssaspensions #commercialproperty #borrowings

[Whitehall Group @WhitehallGroup]

Super feedback for the Whitehall Team which demonstrates our emphasis on customer service.
#SSAS #WhitehallGroup #testimonialtuesday #employeerecognition

[Whitehall Group @WhitehallGroup]

Today we are celebrating Catherine's 2nd year with the Whitehall Team!
#SSAS #WhitehallGroup #employeerecognition

[Whitehall Group @WhitehallGroup]

Commercial property is a popular investment type for our SSAS clients and can be bought by the pension fund either to lease back to a connected party or a third party for investment purposes.
#SSAS #WhitehallGroup #ssaspensions #commercialproperty #office

[Whitehall Group @WhitehallGroup]

Catherine works in our Technical Team and regularly receives positive feedback from our clients, their IFAs and her colleagues. This email from a client demonstrates Catherine's commitment to customer service.
#SSAS #WhitehallGroup #testimonialtuesday #employeerecognition

[Whitehall Group @WhitehallGroup]

SSAS uses pension funds to invest in the long leasehold of the ground floor of a two-storey property while the members retain the ownership of the residential first floor.
#SSAS #WhitehallGroup #ssaspensions #commercialproperty

[Whitehall Group @WhitehallGroup]

One of our #SSAS clients has just completed on a commercial property acquisition using bank borrowings. A SSAS can borrow up to 50% of its net fund value to assist in transactions like this.
#WhitehallGroup #ssaspensions #commercialproperty #borrowings

[Whitehall Group @WhitehallGroup]

Lovely feedback for the Whitehall Team today. We really do put customer service at the heart of everything we do.
#SSAS #WhitehallGroup #ssaspensions #testimonialtuesday #customerfeedback

[Whitehall Group @WhitehallGroup]

At #WhitehallGroup, we take all our team through our SSAS Academy training programme to ensure we deliver not only an excellent customer service but also the highest level of technical support needed to effectively manage your #SSAS
#ssaspensions #ssasacademy #employeedevelopment

[Whitehall Group @WhitehallGroup]

More fabulous feedback for our new business and property team!
#SSAS #WhitehallGroup #ssaspensions #commercialproperty #propertypurchase #testimonialtuesday #employeerecognition

[Whitehall Group @WhitehallGroup]

There are no HMRC restrictions on a third party loan from a #SSAS although all loans are investments made for the benefit of the scheme members and therefore all loans should remain prudent, secure and commercial.
#WhitehallGroup #loans #thirdpartyloans

[Whitehall Group @WhitehallGroup]

A simple diagram to explain the 3 stages to the lifecycle of a #SSAS.
#WhitehallGroup #ssaspensions #lifecycle

[Whitehall Group @WhitehallGroup]

We provide SSAS Masterclasses to #IFAs and #Accountants on all aspects of #SSAS and can tailor these to suit your needs. Please contact us to find out how we can help you and your team.
#WhitehallGroup #masterclass #training #support #presentations
#testimonialthursday

[Whitehall Group @WhitehallGroup]

Is your SSAS registered for VAT? If so, you will need to file your VAT returns using Making Tax Digital from April 2022. If you would like us to take this on for you using our in-house HMRC approved software, please contact us.
#SSAS #WhitehallGroup #ssaspensions #VAT #MTD

[Whitehall Group @WhitehallGroup]

Lovely words for Helen, one of our Account Managers who goes out of her way to make complex processes as simple as possible for her clients.
#SSAS #WhitehallGroup #ssaspensions #testimonialtuesday #employeerecognition

[Whitehall Group @WhitehallGroup]

Peter's #SSAS has enabled his business to complete on a purchase of his new office premises.
#WhitehallGroup #ssaspensions #ssasloan #loanback #propertypurchase