Please review Heritage’s End User Licence Agreement before using this IFA 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
SSAS Documents for Financial Advisers
- Heritage SSAS Terms of Business for Financial Advisers
- Heritage SSAS Appoint Financial Adviser
- Heritage SSAS Financial Adviser Fee Agreement
Remuneration Policy
The document below outlines our remuneration policy for financial advisers
Abo
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 and 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
ut Heritage Pensions
For further details about Heritage Pensions, including company information and financial security information, please see the document below Heritage Pensions Due Diligence & Financial Security Pack 2018