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Scheme Structure

This section oulines the way in which both the SIPP and SSAS are structured.

Both schemes are 'trust' arrangements.

In the case of the SIPP, the 'master trust' of the scheme is operated on behalf of City Trustees Limited by City Pensions Limited. Each individual scheme is created by a supplemental deed to this master trust of which City Trustees and the scheme member are both trustees. This should provide reassurance to scheme members that they truly do have control over their pension scheme.

Each SIPP has its own interest bearing bank account with Butterfield through which transactions, contributions and payments are made. Butterfield contribute 0.1% of the balance of the account to City Trustees towards the running costs of the scheme. However scheme members are not obligated to leave money within the Butterfield account and have complete freedom to invest their funds subject to HMRC rules.

For more information of Butterfield Bank (UK) Limited, please visit their website www.butterfieldprivatebank.co.uk

The SSAS is created by a trust deed to which both City Trustees and each member are appointed trustees. Each scheme must have a bank account through which scheme transactions are made although the trustees can decide which bank to use. City Trustees in their capacity as professional trustees will oversee the running of the scheme and will facilitate the necessary HMRC returns and trustee resolutions associated with the scheme.