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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Divorce and the SIPPIf you are going through a divorce the last thing on your mind may well be your, or your spouse’s, pension savings. However, as pension savings can be a valuable personal asset they might be taken into account in your divorce settlement.
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Digital revolution to kickstart new era for SIPPThe SIPP has experienced extraordinary growth during its first 30 years, particularly with harnessing of technology by SIPP providers with more to come.
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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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Specialist guidance for senior university staff
There have been substantial recent changes in pensions legislation affecting high-earners. As a result, senior university staff may now face tax charges on their ongoing pension savings.
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Pension planning for senior NHS staff
NHS staff are now facing tax charges on their ongoing pension savings. Barnett Waddingham provides a bespoke and specialised service designed to meet the pension requirements for NHS employees.
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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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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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FCA feedback statement risks giving the consumers the price of everything and the value of nothing
The FCA’s “Effective competition in non-workplace pensions” Feedback Statement risks giving consumers the price of everything and the value of nothing, says James Jones-Tinsley, Self-Invested Pensions Technical Specialist.
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SIPP operators placed at commercial disadvantage
Today the FCA has published a number of documents and the latest ‘Retirement Outcomes Review’ Policy Statement has confirmed all pension providers will have to offer Investment Pathways to those individuals who go into drawdown on a non-advised basis.
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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”.