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 excited to announce that Interactive Investor have appointed Barnett Waddingham SIPP, as its new Self Invested Personal Pensions (SIPP) provider, which follows a significant review.
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’.