Investments

Build the

lifestyle you


want

A SSAS provides you with access to investment choices that are not available in traditional pensions. To keep you secure, you can build your retirement capital in a number of ways through us.

A loan to your


business

If you’re looking to expand your business and give it a bit of a financial injection, then there may be a better option than a bank loan. Instead of having to pay interest on your bank loan repayments, you could take a loan from your pension and then the interest gets paid back into your pension instead!

The added benefit is that these interest payments then further reduce the tax that your business pays.

Build a

property


portfolio

No matter what the financial climate is, the narrative has always been that investing in property is a subject that requires the right advice.  In partnership with NC Real Estate, who are an amazing firm of Commercial RICS Surveyors, they can help you decide if property is the right investment and will put together the best structure for you.

If you are just getting started on your property journey, they offer masterclasses in property investment and give bags of good advice.

If you invest in property, we connect banking to your property portfolio to keep you uptodate with rents and expenses for growing your money.

Secure best cash savings

rates

If you prefer the security of cash savings accounts, our partnership with Insignis Cash Solutions  finds you the best interest rates for your cash deposits, letting you know how much you will earn from that deposit.

You can choose to spread your cash amongst a number of banks and building societies to earn maximum FCA protection under one account.

The Retirement Capital team will set up and integrate everything into your dashboard, all included within your charges.You simply have to choose the rate and term you want.

Access Independent Financial

Advice

While we’re proud of our leading tech that sets us apart from other SSAS providers, we appreciate the need for a personal touch.

The Retirement Capital team is set on helping you achieve the future you want. We recognise that many customers prefer to pay for a financial advisor or an investment manager to select the right strategies. Many customers seek financial advice on pension transfers and we provide you with access to that service.

Whether you wish connect to your FCA investment advisor, or wish to access our FCA division, that advice will be covered by the FSCS.

Integrate your

stocks and


shares portfolio

You can use cash and income built up in your bank account to invest in stocks & shares and monitor the performance of these alongside your other investments. If you wish to self trade, you can access funds and the whole of the stock market. We will connect your trades to your dashboard.

We have teamed up with Mitto Markets which is specifically created by traders with traders needs at the forefront. Buy or sell any regulated listed product without costly add-ons via Interactive Brokers, who are one of the world’s largest share trading platforms. All fully regulated by the FCA.