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
Andy Leggett Associate and Head of SIPP Business Development
James Jones-Tinsley Self-Invested Technical Specialist
Mark Pipe Partner
Andrew Roberts Partner and Head of Small Self-Administered Schemes
Gordon Banks Associate and Head of Investments
Lisa Clifford Associate
Lisa McMinn Associate
Tim Saxton Associate and Head of SIPP Operations
Craig Baker SIPP Client Manager
Richard Bean SIPP/SSAS Business Development Manager
Jenny Cunliffe SSAS Client Manager
Sofia Fiaz SSAS Client Manager
Mark Hindley Business Systems Manager
Robert Hunschok SSAS Client Manager
Alison Turner SSAS Client Manager
Blogs
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All change, please! The FCA’s ‘one size fits all’ solution to harmful retirement outcomesIn June, the FCA published their “Retirement Outcomes Review – Final Report”, which followed from the Interim Report they issued last year. Their Report was accompanied by a Consultation Paper, entitled “Proposed changes to our rules and guidance”.
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Will the pensions cold-calling ban be introduced before Brexit?HM Treasury’s Open Consultation on Pension Scams was published on 5 December 2016. Amongst other things, it proposed that all cold-calls to consumers regarding pensions should be banned; potentially including e-mails and texts.
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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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Taxation of pension death benefits
A detailed look at the rules regarding the taxation of pension death benefits with effect from 6 April 2015.
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Can SIPPs and SSASs buy listed buildings?
Owning listed properties can come with additional complications. However, these are not insurmountable, even in a self-invested pension.
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Advice on DB transfers under the spotlight
As the FCA announce a major policy statement on improving the quality of pension transfer advice, we take stock of the situation, look past incendiary headlines and find positive signs in an important area.
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Dec
12
2018
Pensions issues for IFAs: what the next Budget can’t avoid
While a dearth of pension changes in the October 2018 Budget is generally a welcome thing, our Pensions Technical Specialist James Jones-Tinsley looks at key issues the Chancellor won’t be able to keep dodging and explains why they matter to financial advisers and their clients.
Location: http://bit.ly/budgetSIP
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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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SSAS as an intergenerational planning vehicle
Using pension savings to purchase a commercial property to “leaseback” to a company, is often a useful way to provide that company with a welcome cash injection.
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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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Sixth year of success for SSAS at the Investment Life & Pensions Moneyfacts Awards
For the sixth consecutive year, we are delighted to have been 'Highly Commended' as Best SSAS Provider at the Investment Life & Pensions Moneyfacts Awards.
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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’.