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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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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May
24
2017
SIPP and SSAS Webinar
Join our interactive webinar hosted by Self-Invested Technical Specialist, James Jones-Tinsley to hear about hot topics and current issues, from pensions tax relief and the tapering of the Annual Allowance, to pensions freedoms and death benefits.
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’.