SIPP
Barnett Waddingham has administered Self-Invested Personal Pensions (SIPP) since 1999
Related knowledge and resources
Key contacts
Julia Bassett Partner and Chief Executive Officer of BW SIPP LLP
Tim Saxton Associate and Head of SIPP Operations
Andy Leggett Associate and Head of SIPP Business Development
Craig Baker SIPP Client Manager
Gordon Banks Associate and Head of Investments
Richard Bean SIPP/SSAS Business Development Manager
Lisa Clifford Associate
Jenny Cunliffe SSAS Client Manager
Sofia Fiaz SSAS Client Manager
Mark Hindley Business Systems Manager
Robert Hunschok SSAS Client Manager
Lisa McMinn Associate
Mark Pipe Partner
Andrew Roberts Partner and Head of Small Self-Administered Schemes
Alison Turner SSAS Client Manager
Blogs
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AA & carry forward - use it or lose itNilesh Shah, Associate, outlines the need to utilise any unused annual allowance before it is too late.
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Devolution now: taxation powers in Scotland and WalesDevolution is adding new layers of complexity to pensions, creating confusion, questions and cost.
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How to prevent penalties for sole trustee SSASs and FURBSClients who act as sole trustee to their SSAS or FURBS are unknowingly storing up potential problems for their families after their death, which could easily be avoided by some simple planning now.
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Options for drawing benefits from a self-invested pension
You spend a long time building up a pension fund that is big enough to support you throughout your years in retirement. The choices you make about how and when you draw benefits from your pension fund will determine how much value you get out of it.
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Seven things all property owners need to know about EPCs
Legislation changed on 1 April to prevent properties with an EPC rating below level “E” from being let to new tenants, and to existing leases from April 2023. These changes open up a number of questions - we’ve highlighted seven things you need to know.
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How long should I stay in drawdown?
Pension rules now allow individuals to remain in drawdown for life. However, as you get older, or if your circumstances change, it is important to look at whether drawdown is still right for you.
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Feb
22
2018
SSAS and SIPP Adviser Webinar
The tax year end is the time when most people examine their personal and company finances. To help professional advisers be ready for client questions at a time when every minute counts and we’re hosting a live webinar with a strong technical focus.
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Oct
3
2017
What's Brewing in Pensions?
A short round-up of topical matters regarding pensions; particularly given the political and economic backdrop arising from the General Election result, and the start of the Brexit negotiations.
Location: Webinar
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Jun
9
2016
Webinar - Self-Invested Pensions: post-Budget 2016
In place of a threatened radical overhaul to pensions tax relief, Budget 2016 introduced numerous smaller measures impacting pension savings. Our webinar hosted will guide you through the latest updates following the budget.
Location: Webinar
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Using pension savings to avoid future tax liabilities on commercial property
Limited companies may be liable to a Corporation Tax bill when selling commercial property. Similarly, an individual may incur a Capital Gains Tax (CGT) liability on corresponding gains.
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Signatory requirement saves SSAS client from pensions scam
A pension scam warning about how we saved two SSAS clients £100,000 without them doing anything - because our signature was needed to action the transaction.
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Defining the benefits of DB transfers: members and families
Following the introduction of ‘Pension Freedoms’ in 2015, we examine whether members of Money Purchase schemes should choose to transfer from defined benefit occupational pension schemes. Let us introduce you to John and Sarah.
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Hot off the press: FCA Retirement Outcomes Review
The FCA have today, published the Retirement Outcomes Review: Proposed changes to our rules and guidance, James Jones-Tinsley, self-invested technical specialist, thinks a number of the ‘findings’ are ‘stating the obvious’.
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Barnett Waddingham SIPP business sustains ‘strong’ financial rating from AKG
Company assessment specialist AKG have awarded our SIPP business a rating of ‘B’ for the second consecutive year, meaning our financial strength has been deemed ‘strong’.
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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.