SSAS~Pro Key Features

SSAS~Pro is a dedicated database administration system designed to fulfil the statutory, regulatory and professional responsibilities of Pensioneer Trustees managing small self invested pension schemes (SSASs).

Key features and benefits of SSAS~Pro:

• Record all data items essential to fulfilling legal & professional responsibilities of a Pensioneer Trustee
• Incorporate structured processes for new schemes, renewals and AVRs
• Calculate and track all key events, ensuring Revenue and internal reporting deadlines are always met
• Auto-populate with system data Revenue forms and other documentation, e.g. loan agreements and renewal packs
• Modules for calculating and issuing scheme invoices, property rental invoices, loan interest invoices and Actuarial Valuation Reports (AVRs)
• effective monitoring of all member investments including cash accounts, equities, unit trusts, OEICs, bonds, TIPs, properties, borrowings or other non-unitised holdings
• property management including dealing with syndicated property purchases, multiple leases per property, issuing and tracking rental invoices, and monitoring property risk management requirements
• recording bank account transactions and automatic posting for double-entry bookkeeping purposes – the accounting functionality also deals with split postings and journal entries such as in-specie transfers
• automation of updating the database through a range of data feeds including:
  • fund prices feeds, e.g. from Financial Express
  • bank transactions e.g. from Bank of Scotland
  • investment transactions e.g. fund supermarkets such as Cofunds, in-house investment management systems etc.
• scheme invoicing based on annual management and/or transaction based fees – the system can also be customized to deal with banded charges based on funds under management.
• speed of access to all scheme information based on any user-defined queries
• effective communication with all scheme contacts including members, employers and professional advisers
• minimising time involved in completing routine administrative tasks
• maximum utilisation of past endeavours by archiving and retrieving standard paragraphs and letters, and linking with MS Office
• detailed management information and control through the production of key business reports