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Barnett Waddingham
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Briefings: Self-invested pensions

Which pension scheme should your Executive Head join?

Our Executive Pensions team have extensive experience of both TPS and LGPS and are ideally placed to assist schools and Head Teachers with the decision as to which pension arrangement would be best for the school and their new Executive Head Teacher.

AA and LTA changes - key points you need to know

This briefing highlights the key changes to the annual allowance (AA) and lifetime allowance (LTA) that came into force from 6 April 2016.

Reviewing your annual SIPP statement and what to do next

This blog looks at how to use the information in your annual SIPP statement in deciding what to do next. In order to get as close as possible to your financial targets, it's important to keep planning, reviewing and adjusting.

SSAS and SIPP properties and environmental issues

A key feature of having a SSAS or a SIPP is that pensions can be invested in most types of commercial property. However, a number of matters need to be considered before a property such an investment is made.

The importance of regular drawdown reviews

In contrast to the purchase of a lifetime annuity, placing your accrued pension fund into drawdown is not a ‘once and done’ exercise.

How employers can use DB SSASs to reward key employees

Despite the trend to move away from DB in favour of more flexible DC arrangements, employers wanting to maximise provision of benefits for employees without breaching the Annual Allowance and Lifetime Allowance limits may find a DB SSAS suits their needs.

Taxation of pension death benefits

A detailed look at the rules regarding the taxation of pension death benefits with effect from 6 April 2015.

Can SIPPs and SSASs buy listed buildings?

Owning listed properties can come with additional complications. However, these are not insurmountable, even in a self-invested pension.

Advice on DB transfers under the spotlight

As the FCA announce a major policy statement on improving the quality of pension transfer advice, we take stock of the situation, look past incendiary headlines and find positive signs in an important area.

Options for drawing benefits from a self-invested pension

You spend a long time building up a pension fund that is big enough to support you throughout your years in retirement. The choices you make about how and when you draw benefits from your pension fund will determine how much value you get out of it.

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