Self Invested Personal Pensions (SIPP) offer a fantastic level of flexibility and control over investment choices, making them particularly attractive as a retirement vehicle.
We are committed to providing an excellent personal service, which is achieved through direct access to a dedicated point of contact. As of 1 January 2017 our SIPP portfolio includes over 4,000 SIPPs, £1.5bn in assets under administration (AUA) and over 1,250 commercial properties. We have accumulated significant experience in direct investment in commercial property and other bespoke investment options.
We currently have the following SIPP products:
We do not offer any financial advice on the suitability of SIPPs or on any investments made and would strongly recommend that members work with a financial adviser.
You may use the EU online dispute resolution (ODR) Platform. The Platform is developed and run by the European Commission designed to help EU consumers who have bought goods or services on line from a trader based elsewhere in the EU . More information can be found here. The ODR will refer your complaint to the Financial Ombudsman Service (FOS).
In August 2017, HM Treasury and the Department for Work & Pensions finally released their response to the ‘Pension Scams’ consultation. In our latest blog, James Jones-Tinsley delves deeper.
For the first time in my life I have my very own garden. The only problem is I have no idea what to do with it. I imagine some people feel a similar sort of bewilderment when they think about their pension savings. James Jones-Tinsley explores.
You may need to obtain a reference from the London Stock Exchange, in order for the scheme trustees to carry on investing after 2 January 2018, because of new legislation. James Jones-Tinsley explores.
Commercial property is an allowable investment in both our SIPP and SSAS. We discuss how you can purchase commercial property through your Barnett Waddingham pension and how we can help.
How much cash do you need when you are drawing an income? We explore the issues around drawing an income and offer some tips on keeping a cash float.
Answering the killer-question: How long does my drawdown fund need to last?
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.
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.
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.
The FCA has added physical gold Bullion to its list of ‘standard assets', and is the only physical commodity allowed in a SIPP or SSAS. This case study shows how an investor can end up with commodities other than gold Bullion in a self-invested pension.
Without warning, new Government Actuary’s Department tables for capped drawdown suddenly appeared from HM Revenue & Customs (HMRC) on 18 January 2017. This case study reviews what impact changes to the GAD tables might have on 65 year old Donald.
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’.