TrinityBridge vs RetirementCapital SSAS

• Monitor portfolio performance • Review account activity and transactions • Analyse your investments • Read documents and notifications • 24/7 access For existing TrinityBridge clients only. To find out more about becoming a client, visit www.trinitybridge.com/get-in-touch. ----------- We are one of the UK’s largest and longest-established providers of financial advice and investment management. In the complex world of money and investing, we provide clarity and clear direction. Professionals, business owners, individuals and families rely on our high-quality financial advice and investment services to preserve and grow their long-term savings and investments. Financial advisers, trustees, consultants and charities trust our proven multi-asset investment management expertise to manage funds on their behalf. Investments can fall as well as rise so you could get back less than you invest.

Your pension will be registered as a self-administered pension scheme (SSAS), which is where an company can set up a pension scheme for it’s directors. Therefore, to set up a SSAS with Retirement Capital, you must be a director of a limited company and this must be verifiable at Companies House as a trading business. We cannot accept dormant businesses or new start-ups that are not trading. We are for business owners who want more control and choice over how their pension is invested.