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).
We are delighted to announce receiving a ‘silver’ Investor in Customers (IIC) award for client relationship management in self-invested personal pensions (SIPPs) and small self-administered schemes (SSAS).
Ratings agency AKG has upgraded Barnett Waddingham SIPP’s financial strength rating to a ‘B’ demonstrating our continued commitment and investment in our SIPP business. The move means our financial strength is now rated as ‘strong’.
Barnet Waddingham has confirmed today that its Flexible SIPP, which was launched by the firm last year, has been added to Tenet Group’s SIPP panel.