Please review Heritage’s End User Licence Agreement before using this Client Area and any of the documents detailed within it.
About Heritage Pensions
The document below provides a comprehensive audit of Heritage Pensions, including company information and details of its financial security
Heritage SSAS Documents
Please go to the
Technical Guides
The guides below provide more details on how to make the most of your pension benefits
- Guide to Buying Property in a Pension
- Guide to Death Benefits
- Guide to Income Drawdown
- Guide to Lifetime Allowance & Benefit Crystallisation Events
- Guide to Pension Contributions
- Guide to Pension Payroll
- Guide to Pensions Sharing
- Guide to Recycling Tax-Free Cash Rule
- Guide to Spotting the Signs of a Scam
- Guide to SSAS Investments
- Guide to SSAS Loans