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 & 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 & Head of Small Self-Administered Schemes
Stefan Sowerby SSAS Client Manager
Alison Turner SSAS Client Manager
Blogs
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Take Action Now! Energy Performance Certificates legislation is changingIt will soon be against the law to let out a property with an Energy Performance Asset Rating in the two lowest bands, F and G. James Jones-Tinsley discusses the changes that will start to take place on 1 April 2018 and the actions you need to take.
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Spring Budget: MPAA reduced...despite calls to leave it unchangedIn a Policy Paper released after the Budget speech, the government states that it "believes that an MPAA of £4,000 should allow individuals who need to access their pension savings to rebuild them if they subsequently have opportunity to do so”.
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Individual Protection 2014 – going, going . . .The closing date to apply for IP14 of 5 April 2017 is fast approaching! We look at who can apply for IP14, what it protects, how to apply for it, how to calculate if you have sufficient benefits in order to apply for it, and if IP14 can ever be lost.
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Property Purchase Guidance
SSASs are able to purchase commercial property as well as commercial and agricultural land. This briefing note summarises the main issues which the trustees of a SSAS should consider when undertaking an investment in property.
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Self-Invested Pensions Seminars - Technical Takeaway
We discuss key points arising from our recent self-invested pensions seminars, including a resume of what has occurred in self-invested pensions and pension planning for those about to draw or who are already drawing benefits from their pension fund.
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Sole or Joint SIPP Trusteeship
‘Sole or joint?’ may sound like a classic ‘surf or turf’ choice in your favourite restaurant but the question can also be applied to the trusteeship of self-invested personal pensions (SIPP). Andy Leggett explains the significance in practical terms.
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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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Gold bullion: the only physical commodity allowed in a SIPP or SSAS
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.
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By GAD! Drawdown yields to lower levels
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.
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Using a SSAS loan-back to assist a company’s expansion plans
Employer loan-backs are the unique feature of a SSAS. As the following case study serves to illustrate, SSAS loan-backs continue to offer an alternative source of finance for businesses, and an attractive investment for the SSAS member trustees.
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Barnett Waddingham SIPP awarded a financial strength rating ‘B’ by the AKG
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’.
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New commercial property insurance option in conjunction with Hettle Andrews
Barnett Waddingham are now working with Hettle Andrews, an independent firm of insurance brokers with Chartered Status, to put together an option for commercial property insurance - vital for any SIPP or SSAS invested directly in commercial property.
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Our SIPP and SSAS - written in the Moneyfacts stars . . .
We are proud and delighted that our Small Self-Administered Scheme (SSAS) and Flexible Self-Invested Personal Pension (SIPP) have been recognised by Moneyfacts in their Star Ratings for 2017.
