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:
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.
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.
For the first time in my life I have my very own garden. The only problem is I have no idea what to do with it. I imagine some people feel a similar sort of bewilderment when they think about their pension savings. James Jones-Tinsley explores.
You may need to obtain a reference from the London Stock Exchange, in order for the scheme trustees to carry on investing after 2 January 2018, because of new legislation. James Jones-Tinsley explores.
James Jones-Tinsley looks at the time it is taking for legislation to get through Parliament.
Commercial property is an allowable investment in both our SIPP and SSAS. We discuss how you can purchase commercial property through your Barnett Waddingham pension and how we can help.
How much cash do you need when you are drawing an income? We explore the issues around drawing an income and offer some tips on keeping a cash float.
Answering the killer-question: How long does my drawdown fund need to last?
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.
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.
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.
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.
For the fifth consecutive year, Barnett Waddingham is delighted to have been named 'Highly Commended' in the Best SSAS Provider category at this year's Investment Life & Pensions Moneyfacts Awards.
We are delighted to announce receiving a ‘silver’ Investor in Customers (IIC) award for client relationship management in self-invested personal pensions (SIPPs) and small self-administered schemes (SSAS).
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.