Increase your
wealth & save tax

Whether you’re new to pensions or have several that you need to combine, we make the process of building your retirement capital an enjoyable, secure and stress-free experience.

Combining technology and a personal assistant, we let you experience the best of both worlds while we try to help you make the most of your investment opportunities.

We’re designed for business owners, as your pension will be registered as a self-administered pension scheme.

Understand your pension with our
free app

The Retirement Capital app lets you keep track of everything going on in your pension at the same time. Check on how stocks and shares are performing, manage your property portfolio in your pension and see how much cash you have available, all from within the app.

If you’re not sure about anything, you can get in-app assistance and learn more about your pension right from within the app.

Our app is free to download and is available on the App Store and Google Play. It will be available from 1st November. Pre-register to get your notification today.

Features

Your SSAS dashboard delivers all the key information you need including how your investments are performing in one place.

We acheive this by combining the data from your pension banking, and investments, such as property, loans and share dealing accounts.

Your document centre stores securely your data in a easy, readible format to access and download at your convenience.

Have control of your pension like never before. If you’ve had pensions from different jobs, you may want to combine them into one easy-to-manage dashboard. We can also transfer funds across in-specie, and this can also be managed from your dashboard.

Link your current IFA or access our financial advisory panel in the app to access FCA regulated advice to help you with the right choices.

Your intuitive and user-friendly dashboard calculates the value of your pension fund based on all your investments and the feasibility of further contributions along with tax calculations. You can see money paid in as soon as the next working day.

You can start taking money out of your pension once you hit 55 years of age. There is no restriction on the amount you can take out. Use the app to request one off payments, for key annivesary dates or for unexpected bills. The money will be in your account the next working day.

Build your pension
your way

Whether you’re more interested in the property market or want the security of long term cash deposits, you can fully manage your pension from the comfort of your own dashboard.

Distribute your funds as you see fit – stocks, shares or invest in your own business.

Connect your current IFA to your account, or select our IFA division for regulated FCA advice.

Expert advice at
your fingertips

We have a library of resources for you to learn more about using the Retirement Capital app and how to utilise your pension to its full potential. Check out our guides and fact sheets for more information or get in touch with one of our advisers for a more tailored answer.

Need help?

Not sure if we’re the right fit for you? Read up more about what a SSAS is and who it’s for, and if you still have questions, we are here for you.