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Barnett Waddingham
0333 11 11 222

Tim Saxton

Principal and Head of SIPP Operations

Tim oversees all operational functions in the running of Barnett Waddingham’s SIPP proposition.

He manages the SIPP administration teams, ensuring efficient, accurate and consistent procedures are followed. Our systems and controls are also kept under Tim’s review to meet the service requirements of our customers, financial advisers and regulatory bodies.

On a day-to-day basis, Tim maintains close contact with all the administration teams and their respective team leaders who report in to him. These teams span back-office processes (such as reconciliations and reporting) as well as all front-of-house administration (such as transfers, contributions, investments, property and drawdown).

Maintaining contact with financial advisers and direct clients also enables him to ensure that our administration service maintains the supportive relationship they want.

Significant experience:

  • experience in meeting regulatory standards and implementing these efficiently to customers
  • ad hoc service design, and developing administrative solutions for pension related business partners 
  • customer service and responding to enquiries within reasonable timescales
  • new business meetings with financial advisers
  • set up of SIPPs, DFM accounts and deposit accounts
  • drawdown including capped, flexible, partial and phased
  • direct investment in commercial property including cases with split ownership and mortgages

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