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Barnett Waddingham
0333 11 11 222

Andrew Roberts FIA

Partner & Head of Small Self-Administered Schemes

As the partner responsible for the Small Self-Administerd Schemes (SSAS) business at Barnett Waddingham, Andrew is involved in setting the direction for the firm's approach to that business and the investment that will be made to support continuing development of services to our clients.

Andrew participates in industry debates and government consultations and is a past chairman of the industry body representing SSAS providers.

As a keen public speaker, Andrew regular speaks at industry conferences and also internal teach-ins at wealth managers, IFAs, accountancy firms and discretionary fund managers. 

Andrew has spent his career specialising in small self-administered schemes, helping clients understand how to get the most from these schemes and navigate the pension legislation that govern them.

Andrew has particular technical expertise in relation to the impact of the Lifetime Allowance and more generally is part of the firm’s internal technical committee which investigates more unusual queries.

Andrew maintains a small number of clients but generally restricts his involvement to an oversight function for new clients, supporting his experienced team of SSAS specialists.


Significant experience:
  • during Andrew’s time as chairman of AMPS, he was the key architect for the industry response to the regulator’s controversial proposals for shaking up the SIPP industry, highlighting areas where the consumer could be put at risk whilst balancing the concerns of the regulator
  • Andrew continues to be a regular speaker at the AMPS and Henry Stewart conferences, attended by other pension providers and IFAs, and regularly provides opinion pieces and blogs to the trade press
  • recently, Andrew has delivered bespoke teach-in sessions for firms such as Investec Wealth & Investment and provides support to advisors at The Pensions Advisory Service

Related expertise

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