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Historical Small Schemes Seminars
Every Autumn, an intrepid team of Barnett Waddingham Small Schemes Consultants hosts a series of seminars for clients and their advisors on the theme of Small Self Administered Schemes (SSAS) and Self Invested Personal Pensions (SIPP).
In 2000, the subjects covered were:
- Using SSAS/SIPP to buy property
- Investment - the use of pooled funds
- The ways to draw your pension from your scheme
- Current news affecting small schemes.
In previous years, there was always a short session at the end of the four talks on current news, however in 2000 there was a lot of activity on the part of the Government and the Inland Revenue, which meant that a whole talk was devoted to the latest developments. Given that most of the current news meant extra administrative burdens for these schemes, the team were quite glad that none of our delegates decided to "shoot the messenger".
The other talks were designed to have "something for everyone". Property purchase is the driving force behind the establishment of many a scheme; naturally the investment performance obtained by the scheme in the middle years determines the benefits available at retirement; and everyone near retirement is keen to find out how best to use their accumulated fund.
Many clients and advisors welcomed the opportunity presented by the seminars to raise questions about these schemes. In fact, many of the most interesting questions were raised over lunch after the seminar, typically after the second or third glass of claret.
Special thanks should go to seven hardy souls who managed to make it to the first seminar in Guildford. The vagaries of the English weather meant that Guildford on that day was doing a passable impersonation of the Isle of Wight. Every major road to our seminar location was blocked off, and it took a (slightly frazzled) team of presenters from the Amersham office just over three hours to make the 35 mile trip! It must be an advertisement of sorts for the seminars when delegates make this much effort to attend! Copies of the slides for all talks are available from Tara Smith in Amersham.
Ian Ward, December 2000.