Wow! We were Highly Commended last year and are delighted to be shortlisted again in this category. Thank you to everyone who voted #ILPAwards
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
Absolutely thrilled to be shortlisted in this category. Our team really does go above and beyond to deliver on service! #ILPAwards
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
Absolutely delighted to be shortlisted in the category of Best SSAS Provider! #ILPAwards
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
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
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
Super feedback for the Whitehall Team which demonstrates our emphasis on customer service.
#SSAS #WhitehallGroup #testimonialtuesday #employeerecognition
Today we are celebrating Catherine's 2nd year with the Whitehall Team!
#SSAS #WhitehallGroup #employeerecognition
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
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
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
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
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
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
More fabulous feedback for our new business and property team!
#SSAS #WhitehallGroup #ssaspensions #commercialproperty #propertypurchase #testimonialtuesday #employeerecognition
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
A simple diagram to explain the 3 stages to the lifecycle of a #SSAS.
#WhitehallGroup #ssaspensions #lifecycle
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
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
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
Peter's #SSAS has enabled his business to complete on a purchase of his new office premises.
#WhitehallGroup #ssaspensions #ssasloan #loanback #propertypurchase


















