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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, over 4,000 SIPPs, £1.5bn AUA, 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, over 2,200 SSASs, £4.2bn AUA, around 2,500 commercial properties, around 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

Blogs

  • Picture for General election announcement – how will pensions fare?
    General election announcement – how will pensions fare?

    Most commentators are suggesting that the election will be dominated by Brexit and the future of the United Kingdom outside the European Union. But there are many other domestic issues that the election campaign will also throw into focus.

  • Picture for Spring Budget: MPAA reduced...despite calls to leave it unchanged
    Spring Budget: MPAA reduced...despite calls to leave it unchanged

    In a Policy Paper released after the Budget speech, the government states that it "believes that an MPAA of £4,000 should allow individuals who need to access their pension savings to rebuild them if they subsequently have opportunity to do so”.

  • Picture for Individual Protection 2014 – going, going . . .
    Individual Protection 2014 – going, going . . .

    The closing date to apply for IP14 of 5 April 2017 is fast approaching! We look at who can apply for IP14, what it protects, how to apply for it, how to calculate if you have sufficient benefits in order to apply for it, and if IP14 can ever be lost.

  • Sole or Joint SIPP Trusteeship

    ‘Sole or joint?’ may sound like a classic ‘surf or turf’ choice in your favourite restaurant but the question can also be applied to the trusteeship of self-invested personal pensions (SIPP). Andy Leggett explains the significance in practical terms.

  • Annual and Lifetime Allowances - seven steps to success

    Considerable changes to pension taxation in recent years will heavily impact high earners. This briefing note details these changes and highlights the seven stage process that employers should follow to avoid unnecessary pension taxation issues.

  • Pension transfers to SSASs and SIPPs

    Many members who have a SSAS or SIPP also have pension savings held elsewhere. Their natural question is whether those savings should form part of their SSAS or SIPP as well, by accepting a transfer value and paying it in.

  • 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

  • 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.

  • The impact of PIP transitional rules on existing regular contributions

    This case study examines the effect on existing regular contributions where the Pension Input Period (PIP) is already aligned with the tax year, using ‘Fred’ and his Self-Invested Personal Pension Plan (SIPP) as an example.

  • New commercial property insurance option in conjunction with Hettle Andrews

    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.

  • Our SIPP and SSAS - written in the Moneyfacts stars . . .

    We are proud and delighted that our Small Self-Administered Scheme (SSAS) and Flexible Self-Invested Personal Pension (SIPP) have been recognised by Moneyfacts in their Star Ratings for 2017.

  • An award-winning SSAS

    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.

Barnett Waddingham Events
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