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Barnett Waddingham
0333 11 11 222
People are taking more of an interest in the investment of their pension monies and we have pension vehicles that cater to that demand, by offering a personal service on top of professional pension administration.

Our Self Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS) are used by people wanting to invest their pension money in commercial property or with discretionary fund managers.

SIPP

Our SIPP allows individual investors to access a huge range of investments including direct investment into commercial property and accounts with many Discretionary Fund Managers. As of 1 January 2018 our SIPP portfolio includes over 15,000 SIPPs, £3.4bn in assets under administration (AUA) and over 1,200 commercial properties.

Find out more about our SIPP

SSAS

Our SSAS allows business owners to lend back half of their pension savings to their business on top of the investment options available to our SIPP investors. As of 1 January 2018 we hold over 2,170 SSASs, £4.1bn in assets under administration (AUA), around 2,750 commercial properties and agree approximately 80 new loan-backs per annum.

Find out more about our SSAS

FURBS

We help people with legacy Funded Unapproved Retirement Benefit Schemes (FURBS). This work includes getting paperwork in order, advising on investment options and closing down schemes where members want to draw benefits.

Find out more about our FURBS

Related knowledge and resources

Blogs

  • 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.

  • Flexi-Access Drawdown

    From 6 April 2015, the method of providing drawdown income for those not already in drawdown will be from a Flexi-Access Drawdown fund.This technical briefing details the rules regarding Flexi-Access Drawdown.

  • Uncrystallised Funds Pension Lump Sums

    Uncrystallised Funds Pension Lump Sums (UFPLS) is a simpler way of drawing out all funds being accessed in one go. This technical briefing details the rules regarding UFPLS.

  • Feb 28 2018
    Cheltenham SSAS and SIPP member's 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: DoubleTree by Hilton, Cheltenham

  • Feb 28 2018
    Amersham SSAS and SIPP member's 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 member's 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

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