We have a dedicated SIPP & SSAS Group at Forbes based in our Blackburn and Preston offices acting for various sizes of pension scheme administrators throughout the North West.

We have developed specialist expertise and efficient systems in a wide ranging number of SIPP & SSAS related topics for almost 10 years to assist our established pension scheme administrator clients and also individual clients working with a scheme administrator on a one-off basis.

The SIPP & SSAS Group has specific experience in the following legal areas:

Commercial Property

  • Purchases and Sales (connected and unconnected)
  • Leases (connected and unconnected)
  • Declarations of Trust and Cross Option Agreements
  • In Specie Transfers
  • Property Hiving to remove residential property


  • Advising SIPP's on the disposal of shares in a company
  • Drafting and advising on a range of security documentation including Authorised Employer Loans and Loan Agreements
  • Drafting ancillary documentation including board minutes and Companies House forms

Dispute Resolution / Debt Recovery

  • Enforcement procedures
  • Insolvency procedures
  • Handling cases where liability is contested
  • Advice on credit control procedures

Employment Law

  • Assisting organisations in the implementation of stakeholder, final salary, defined benefit and auto-enrolment schemes in the workforce
  • Advising on the interpretation of Scheme rules in matters of dispute;
  • Representation in Pensions Ombudsman proceedings;
  • Calculation and forecast of pension loss in complex litigated matters

Tax & Trust Law

  • Drafting bespoke "spousal bypass" trusts for members to nominate pension death benefits
  • Drafting bespoke trusts for minors or other vulnerable beneficiaries on the death of member
  • Acting as professional trustees in situations where funds are to be held on trust for benefit of minor or other vulnerable beneficiary on death of member
  • Advising Pension Fund Trustees on potential beneficiaries when members die without making a nomination
  • Advising on Estate Planning for members outside of their pension arrangements

The group prides itself on the practical working relationship that it creates between the member trustee and their financial advisers and chosen scheme administrator. This ensures that a cost effective and efficient service is always provided allowing each transaction to proceed as quickly and as smoothly as possible.

Or contact the Head of our SIPP and SSAS Group Adam Bromley

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0800 689 0831

04 Feb 2019



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Thank you sincerely for the excellent service you have given us. Since finding Forbes via an internet search it was obvious you are amongst the top few in your specialist SIPPs field.

Brian and Martin Appleton

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I have worked with Adam Bromley over the last 18 months on a number of matters. I have found him to be professional, friendly, personable and highly-skilled in the field of commercial property

Neil Welsh
Financial Planner
Banks Wealth Management Ltd

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I have worked with Forbes and Adam Bromley for a number of years and recommend his services to all my clients

Kathryn Taylor
Managing Director
Guardian Pension Consultants

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The team at Forbes are a pleasure to work with, always pro-active, keeping the members and us fully informed at each stage of every transaction.

Gillian Bardin
Managing Director
Taylor Patterson

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