Carey Group, Pensions UK

Carey Pensions

Carey Small Self-Administered Scheme

The Carey Small Self-Administered Scheme is an occupational pension vehicle aimed at meeting the needs of controlling directors and senior executives of small or family-controlled companies. The Carey Small Self-Administered Scheme is set up under trust, with all members acting as trustees alongside the professional trustee. All are responsible for operating the scheme in line with the trust deed and rules.

Carey Small Self-Administered Scheme offers full flexibility in terms of investment solutions. As part of our complete product range, the Carey Small Self-Administered Scheme enables owners/directors to build a solution tailored to their individual needs.

Features of the Carey Small Self-Administered Scheme:

  • Flexible investment solutions
  • Loanbacks to company allowed
  • Commercial property and leaseback to company allowed
  • In specie transfers of currently owned property
  • Member trustees controlling scheme assets
  • Ability to purchase shares in own company