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
Richard Bean SIPP/SSAS Business Development Manager
James Jones-Tinsley Self-Invested Technical Specialist
Blogs
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Needle in a Haystack? Looking for Advice in the FCA’s Retirement Outcomes Consultation PaperThe FCA’s Consultation Paper of January 2019 sets out their second proposed package of ‘remedies’ arising from their Retirement Outcomes Review. To what extent have they made up their mind and why is the Paper virtually silent on seeking advice?
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The FCA tells pension providers to “wake up!”The FCA outlines the changes pension providers need to apply to literature and processes, aiming to improve consumer engagement with their pension income decisions, as well as making the cost of drawdown products clearer and product comparisons easier.
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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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Specialist guidance for headteachers
Our Executive Pensions team has considerable experience in advising head teachers and senior staff on their pension benefits. This briefing note covers recent, substantial changes in the pensions legislation directly affecting such high-earners.
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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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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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Testing! Testing! Will your drawdown fund suffer a tax charge on your 75th birthday?
One of the important things to remember with drawdown is that your pension fund may be tested more than once against the lifetime allowance (LTA): once when you go into drawdown and again when you reach age 75.
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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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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.