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
Gordon Banks Associate and Head of Investments
Lisa Clifford Associate
John Landon Associate and SIPP & SSAS Business Development Manager
Lisa McMinn Associate
Tim Saxton Associate and Head of SIPP Operations
Richard Bean SIPP/SSAS Business Development Manager
James Jones-Tinsley Self-Invested Technical Specialist
Blogs
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A New Year's resolution: be ‘Scam Smart’ in 2019!Two years on from the government’s announcement that it intended to ban pensions cold-calling, the regulations introducing the ban have finally been approved by Parliament, and took effect from 9 January 2019.
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Cascading pension death benefits without the probate waitTucked away in the 2018 Autumn Budget, you’d be forgiven for missing the relatively unnoticed amendment to probate fees. We’ve covered the most pressing matters for clients on the treatment of pension death benefits.
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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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AA and LTA changes - key points you need to know
This briefing highlights the key changes to the annual allowance (AA) and lifetime allowance (LTA) that came into force from 6 April 2016.
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Reviewing your annual SIPP statement and what to do next
After you have received your annual SIPP statement it's a good time to review your pension arrangements and possibly make some adjustments.
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SSAS and SIPP properties and environmental issues
A look at what needs to be considered before investing in commercial property as part of a SSAS or SIPP scheme.
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Dec
12
2018
Pensions issues for Financial Advisers: 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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Barnett Waddingham achieves a 'strong' AKG financial rating for the third year running
We have been awarded an AKG** rating of ‘B’ for the third consecutive year, indicating that our financial strength has been deemed “strong”.
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Stellar ratings from Moneyfacts for SIPP and SSAS
For another year, both our SSAS and Flexible SIPP have been awarded a five-star rating from Moneyfacts. The ratings reinforce our strong position as a provider of quality services within the self-invested pensions market.
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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.