Barnett Waddingham achieves a 'strong' AKG financial rating for the third year running

Published by Julia Bassett on

Barnett Waddingham* has been awarded an AKG** rating of ‘B’ for the third consecutive year, indicating that our financial strength has been deemed “strong”.

This follows an evaluation of our company structure, financial data, assets under administration, distribution and product information and service.

This 'strong' rating reflects our commitment to SIPPs, a core part of our business and one of the key elements in our growth plan. It has enabled us to build an outstanding reputation as a specialist provider of quality SIPPs aimed at advisers’ high net worth clients.

The rating demonstrates our expertise in providing third party administration for companies that want their own SIPP, but without the complications of administering it themselves.

Download a free copy of AKG’s 2019 ‘Financial Strength Assessment’ report below.

This means we are now one of the leading specialist SIPP providers in the industry, with assets that include more than 1,200 commercial properties.

"This is a significant milestone for our SIPP team, which has seen us more than double our assets under administration in just a few years. This significant growth is a direct reflection of our investment in best-in-class technologies, improved efficiencies and the team’s dedication to providing the best possible service to all clients."
Julia Bassett CEO at Barnett Waddingham SIPP LLP

We will continue to work closely with financial advisers to fully understand and meet their specific requirements. They have direct access to one of our dedicated Client Managers and our staff work in teams to ensure continuous cover. In addition, our SIPPs online portal provides fast and convenient access to information and functionality for advisers and clients.

Ongoing investment in digital and automation technologies promises to further enhance the services we can provide to third parties in the form of white labels and third party administration, growing our presence in this important area.

*BW SIPP LLP is the entity assessed and rated by AKG.

**AKG is an independent organisation specialising in the provision of assessment, ratings, information and consultancy to the financial services industry. You can read more about AKG.

Download a free copy of AKG’s 2019 ‘Financial Strength Assessment’ report below.

AKG Financial Strength Assessment 2019

We would like to continue providing you with exclusive content directly to your inbox, but need your permission first: