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).
Related expertise
Comment & Insight
-
News Barnett Waddingham recognised for improving customer experience with prestigious award
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).
-
Media centre Barnett Waddingham SIPP awarded a financial strength rating ‘B’ by the AKG
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’.
-
News Barnett Waddingham Flexible SIPP links with Tenet Group
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.
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.