Julia Bassett FPMI APFS
Julia is a partner of Barnett Waddingham and is CEO of BW SIPP LLP, responsible for the future development of the Barnett Waddingham SIPP.
Over her career Julia has worked in pensions administration and employee benefits and is a Fellow of the Pensions Management Institute, Associate of the Personal Finance Society and an Affiliate of the Institute and Faculty of Actuaries.
She is a regular speaker at BW seminars for clients and their advisers and a past committee member of the SIPP Provider Group and Association of Member-nominated Pension Schemes (AMPS).
Comment & Insight
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News Barnett Waddingham achieves a 'strong' AKG financial rating for the third year running
We have been awarded an AKG** rating of ‘B’ for the third consecutive year, indicating that our financial strength has been deemed “strong”.
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News Stellar ratings from Moneyfacts for SIPP and SSAS
For another year, both our SSAS and Flexible SIPP have been awarded a five-star rating from Moneyfacts. The ratings reinforce our strong position as a provider of quality services within the self-invested pensions market.
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News Five-star success for SIPP and SSAS from Moneyfacts
It’s official: our self-invested pensions are stellar. We’re proud to announce both our SSAS and Flexible SIPP have been awarded a five-star rating from Moneyfacts.
Career
Julia studied Business and Finance at the University of Plymouth.
Julia joined the Cheltenham office of Barnett Waddingham in 1996 and became an associate of the firm in June 2001.
Julia was responsible for the establishment of the Barnett Waddingham SIPP which was launched in 1999. In June 2009 she was appointed Chief Operating Officer of BW SIPP LLP and is currently a partner of Barnett Waddingham and CEO of BW SIPP LLP and responsible for the future development of the Barnett Waddingham SIPP.
Interests
Julia lives in Cheltenham and outside of work she plays netball and is the support crew for her family’s busy social life.