The Barnett Waddingham SIPP is closed to new business from June 2014, although advisers and direct clients continue to be supported and administered.

If there is anything you do not understand, or for further information, please call 0344 443 0100 or email us.

Our literature:


An updated Trust Deed and Rules for our Self-Invested Personal Pension Scheme (“the Scheme”), dated 22 October 2013, can be accessed by using the first download button below.

Following the introduction of the ‘Pension Freedoms’ and changes to the taxation of death benefits with effect from 6 April 2015, a Deed of Amendment for the Scheme was produced in 2016, which amended some of the Rules that first took effect from 2013.  This can be accessed via the second download button below.

Trust Deed and Rules

For the Self-Invested Personal Pension Scheme

Download

Deed of Amendment

For the Self-Invested Personal Pension Scheme

Download

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