I agree We use cookies on this website to help us provide the best user experience. By browsing this site you agree to their use - more information is available here.

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 2017 our SIPP portfolio includes over 4,000 SIPPs, £1.5bn in assets under administration (AUA) and over 1,250 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 2017 we hold over 2,200 SSASs, £4.2bn in assets under administration (AUA), around 2,500 commercial properties and agree approximately 100 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

  • 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.

Register for your choice of email alerts

Stay ahead with our latest comment, expert insight and event details.