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
Tim Saxton Associate and Head of SIPP Operations
Andy Leggett Associate and Head of SIPP Business Development
Craig Baker SIPP Client Manager
Gordon Banks Head of Investments
Richard Bean SIPP/SSAS Business Development Manager
Lisa Clifford Associate
Jenny Cunliffe SSAS Client Manager
Sofia Fiaz SSAS Client Manager
Mark Hindley Business Systems Manager
Robert Hunschok SSAS Client Manager
Lisa McMinn Associate
Mark Pipe Partner
Andrew Roberts Partner and Head of Small Self-Administered Schemes
Stefan Sowerby SSAS Client Manager
Alison Turner SSAS Client Manager
Blogs
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Death and SSASsSSAS Client Manager; Lisa White, explains how spending a few moments thinking about your circumstances, could save taxes being imposed on your pension savings in the future.
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Six Scottish tax rates offer little source of reliefRecently, HMRC released papers that reference 'relief at source' and the 'Scottish rate of income tax'. Both interrelated with each other, we explore the changes and the six Scottish tiers of income tax.
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Are you leaving the lifetime allowance charge to chance?The lifetime allowance (LTA) charge for pension savings is akin to picking that 'chance' card in a game of Monopoly. SSAS Client Manager, Lisa White asks: are you leaving the lifetime allowance charge to chance?
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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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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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Drawing benefits from a SSAS
This guide contains everything you need to know about drawing benefits from a typical money purchase SSAS set up on Barnett Waddingham’s standard rules. From details about the LTA and Capped Drawdown to taking a tax-free lump sum and the MPAA.
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Jun
7
2018
Glasgow Pensions Distilled Adviser Seminar
Our SIPP and SSAS team are going back on tour. Join us to discuss what’s been brewing in self-invested pensions.
Location: Barnett Waddingham, Glasgow
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Jun
14
2018
Leeds Pensions Distilled Adviser Seminar
Our SIPP and SSAS team are going back on tour. Join us to discuss what’s been brewing in self-invested pensions.
Location: Barnett Waddingham, Leeds
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Jun
14
2018
Cheltenham Pensions Distilled Adviser Seminar
Our SIPP and SSAS team are going back on tour. Join us to discuss what’s been brewing in self-invested pensions.
Location: Barnett Waddingham, Cheltenham
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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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Jun
9
2016
Webinar - Self-Invested Pensions: post-Budget 2016
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.
Location: Webinar
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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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Defining the benefits of DB transfers: members and families
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.
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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’.
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Five-star success for SIPP and SSAS from Moneyfacts
It’s official: our self-invested pensions are stellar. We’re proud to announce both our SSAS and Flexible SIPP have been awarded a five-star rating from Moneyfacts.
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Barnett Waddingham’s SIPPs boosted to over 14,000
Our SIPP division, BW SIPP LLP, has taken on almost 10,000 SIPPs since 1 October, bringing the total now administered to more than 14,000.