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Barnett Waddingham
0333 11 11 222

Ian Ward FPMI

Partner

Ian advises a wide range of UK businesses on SSAS and is part of the firm’s technical resource group for small schemes.

Ian focuses on larger and more complex SSAS cases, in particular those requiring guidance in areas with demanding technical issues.

His years of specialism make him a primary contact for those SSAS cases needing resolution of problematic situations, where advice is required for trustees and employers in complex cases, where we provide guidance on the design of retirement benefits for members, and helping find solutions to esoteric investment queries.


Significant experience:

  • advice to larger and more complex SSAS clients
  • advice to SMEs on the establishment and operation of SSAS for owner/managers
  • bespoke consultancy to SSAS cases with difficulties

Comment & Insight

  • Briefing Flexi-Access Drawdown

    From 6 April 2015, the method of providing drawdown income for those not already in drawdown will be from a Flexi-Access Drawdown fund.This technical briefing details the rules regarding Flexi-Access Drawdown.

  • Briefing Uncrystallised Funds Pension Lump Sums

    Uncrystallised Funds Pension Lump Sums (UFPLS) is a simpler way of drawing out all funds being accessed in one go. This technical briefing details the rules regarding UFPLS.

  • Briefing Pension scheme de-registration threat?

    The Pension Schemes Act 2017 and The Finance Bill 2017 cover Master Trusts and the threat of De-Registration. Ian Ward explores.

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