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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 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

  • Current tax position of FURBS

    As a result of tax advantage erosion, funds held within these types of trusts are now taxed in line with general trust rates.

  • 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.

  • 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.

  • Sep 14 2017
    What's brewing in pensions?

    Come and join us for some hot SIPP and SSAS topics while taste testing some of the finest, cold craft beers around.

    Location: Barnett Waddingham, Cheltenham

  • Sep 20 2017
    What's brewing in pensions?

    Come and join us for some hot SIPP and SSAS topics while taste testing some of the finest, cold craft beers around.

    Location: Barnett Waddingham, Glasgow

  • Sep 21 2017
    What's brewing in pensions?

    Come and join us for some hot SIPP and SSAS topics while taste testing some of the finest, cold craft beers around.

    Location: Barnett Waddingham, London

  • 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

  • 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.

  • 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.

  • Impressively large disposable income for retired households

    The latest release from the Office for National Statistics shows how the income levels of retired households have changed over the last 40 years. Malcolm McLean, Senior Consultant at Barnett Waddingham, comments on the release.

  • A period of stability for the lifetime allowance

    The Financial Times have reported the new pensions Minister, David Gauke, has conceded that without a clear Commons majority he did not see “a particular consensus emerging” for an overhaul of retirement savings incentives.

  • Barnett Waddingham appoints six new partners

    To support continued business growth, Barnett Waddingham, the UK’s largest independent provider of actuarial, administration and consultancy services, is proud to announce the promotion of six of its staff to partners and 12 to associates.

Barnett Waddingham Events
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