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

Blogs

  • Picture for Don’t believe everything you hear!
    Don’t believe everything you hear!

    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.

  • Picture for Legal Entity Identifiers: what are they - and does your SSAS need one?
    Legal Entity Identifiers: what are they - and does your SSAS need one?

    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.

  • Picture for Understanding pensions: they’re not rocket science!
    Understanding pensions: they’re not rocket science!

    Pension Awareness Day is an award-winning campaign which aims to promote the importance of saving for the future. Malcolm McLean shares four possible ways to help improve the public awareness on pensions.

  • 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.