For UK accountancy practices
A new service for your clients. The SSAS conversation they've never had.
A technical grounding in SSAS, so you can raise it where the facts fit, and introduce clients to a specialist of your choice.
For accountants only. Applications verified within 1 working day.
Terry explains the service in about three minutes. For accountants and professional advisers only; factual information, not advice.
Why join
What's in it for your practice
Close the blind spot, without stepping outside your role.
Close the blind spot
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Many accountants leave pensions to IFAs, but most IFAs and their platforms are built around personal pensions. A SSAS, the pension designed for owner-managed companies, falls between the two, and the client never gets the option to consider one.
Easy to understand, easy to explain
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The MBP framework works the way you already think about tax: break it into parts, then see how the parts combine for the client in front of you. Jargon-free, with the rules, downsides and penalties set out every time.
Stay within your role
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Explaining how a SSAS works is information. Recommending what a client should do is advice, and that stays with a regulated adviser. You open the conversation; a specialist of your choice handles the SSAS.
A tax-advantaged regime
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Pensions sit within a tax-advantaged regime set by legislation, and SSAS is the version built specifically for SME owners. It's worth understanding how it actually works.
The trusted human expert
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AI is fallible. When something really matters, clients still want a human expert they trust: the person who knows their options, not just their numbers. Being the practice that can have this conversation is a real point of difference.
We inform. Clients decide.
You explain and introduce; the specialist you choose sets out the options. The specialist looks after the structure, not what's in it: investment decisions sit with the trustees, with regulated advice where needed. A SSAS is one option to consider, never the only one, and often not the right one.
94%
of 150 accountants in practice we spoke to informally at Accountex 2025 had never introduced a SSAS to a client.
SSASs aren't right for every client. But if you don't know about them, you can't raise them with the clients they may suit.
Most owner-managers have never had a SSAS explained to them. A SSAS suits some, a SIPP suits many, and sometimes neither is right.
Clients ask their accountant first. A factual grounding means you can answer, rather than guess or say nothing.
How it works
Four steps. Very little of your time.
01
Spot where it may fit
Use the training at year-end, during tax planning, or when a client is reviewing premises or remuneration.
02
Introduce your client
Introduce them to a specialist of your choice.
03
Keep your role
Any specialist work you are asked to do is paid at a fixed published fee per deliverable, disclosed to your client, whether or not the client proceeds, and never for an introduction.
04
Stay in the loop
You stay involved throughout. The specialist keeps you informed at each stage, and the client makes the decision.
What members get
Everything you need to have the conversation
The MBP framework
Making it easy to understand and explain SSASs to your clients. SSAS features across two modules, Funding and Deploying, showing how the rules combine in common situations.
- Plays built from blocks
- Common client questions, answered factually
Tools
Reference material that saves you time.
- SSAS vs SIPP matrix
- Technical desk: ask a technical question
Learning Centre
Short, practical training from a registered CPD provider (No. 791077).
- Accountant SSAS Foundation course
- Training videos
- Glossary of SSAS terms
- Regulatory and Budget updates
Members only
The MBP framework: making it easy to understand and explain SSASs to your clients
SSAS rules are usually taught one at a time. The MBP framework shows how they fit together, so you can recognise when a SSAS may be relevant and explain it factually.
Members see how the features combine in common situations, with the key considerations, downsides and penalties for each.
Every block in the framework sets out the feature, the result, key considerations, downsides and penalties, so the picture is always balanced. It is never a recommendation for any client.
Apply for membershipMembership
How much does this cost?
Founding members
Free, forever
The first 30 practices to join pay nothing, ever. This is a permanent position for joining early, not a limited-time offer. Founding members also help shape the curriculum.
After the founding cohort
A low monthly fee
We'll confirm the exact figure once the founding cohort is full. It will stay deliberately low.
No card details needed to apply. Apply for founding membership.
Membership
Apply for membership
Membership is for accountants only. We verify every application against your professional body's directory and Companies House, then send your log-in.
- Complete the form (2 minutes)
- We verify your practice
- Your log-in arrives within 1 working day
Already a member?
Sign in to the MBP framework, Tools and Learning Centre, or email the technical desk.