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Barnett Waddingham
0333 11 11 222
With over 2,200 current clients, we have built up a A Small Self-Administered Scheme (SSAS) lets you save for retirement whilst keeping an unprecedented level of control on how your money is invested and looked after.

We act as a professional trustee of our SSASs to ensure the scheme is kept compliant with tax legislation and our co-trustees are kept informed of latest developments. As part of this service, we provide scheme administration including dealing with regulatory returns as well as member and investment transactions.

With over 2,200 current clients, we have built up a huge amount of experience in dealing with these schemes and the variety of investments that are held within them. Our clients own over 2,500 commercial properties within their portfolios and every year we agree to around 100 loans back to a business owner’s company.

Our SSAS clients include:

  • business owners interested in succession planning
  • entrepreneurs wanting to invest pension savings in their business
  • high net worth individuals seeking more control over their pension savings
  • adventurous investors wanting access to more unusual investments

For some clients, we simply act as scheme practitioner, essentially being an appointed agent to act for the trustees to submit regulatory returns. We are happy to provide consultancy advice to trustees, noticeably where there has been an issue with non-compliance with rules in the past. We no longer set up schemes unless we are appointed as professional trustee given the new HMRC requirement that essentially means there needs to be a skilled pension person associated with the scheme.

Investor in Customers

We have been awarded a two star ‘outstanding’ rating by independent assessor Investor in Customers - awarded as a result of an independent assessment of excellence in the field of customer service and customer relationships.

Want to know more?

Download SSAS specific literature from our comprehensive library

Frequently asked questions

Specific answers to a broad range of SSAS related queries

Related knowledge and resources

Blogs

  • Feb 28 2018
    Cheltenham SSAS and SIPP Trustee Seminar

    Our SSAS and SIPP seminars are back for 2018 where our technical experts will outline our response to the Autumn Budget of 2017. We'll also give guests the chance to pick the hot topics and current issues they want to hear about.

    Location: Barnett Waddingham, Cheltenham

  • Feb 28 2018
    Amersham SSAS and SIPP Trustee Seminar

    Our SSAS and SIPP seminars are back for 2018 where our technical experts will outline our response to the Autumn Budget of 2017. We'll also give guests the chance to pick the hot topics and current issues they want to hear about.

    Location: Barnett Waddingham, Amersham

  • Mar 1 2018
    Leeds SSAS and SIPP Seminar

    Our SSAS and SIPP seminars are back for 2018 where our technical experts will outline our response to the Autumn Budget of 2017. We'll also give guests the chance to pick the hot topics and current issues they want to hear about.

    Location: Barnett Waddingham, Leeds

  • 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.

  • 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

  • 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

  • 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.

  • 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.

  • 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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