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 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

  • Options for drawing benefits from a self-invested pension

    You spend a long time building up a pension fund that is big enough to support you throughout your years in retirement. The choices you make about how and when you draw benefits from your pension fund will determine how much value you get out of it.

  • Seven things all property owners need to know about EPCs

    Legislation changed on 1 April to prevent properties with an EPC rating below level “E” from being let to new tenants, and to existing leases from April 2023. These changes open up a number of questions - we’ve highlighted seven things you need to know.

  • How long should I stay in drawdown?

    Pension rules now allow individuals to remain in drawdown for life. However, as you get older, or if your circumstances change, it is important to look at whether drawdown is still right for you.

  • 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

  • May 24 2017
    SIPP and SSAS Webinar

    Join our interactive webinar hosted by Self-Invested Technical Specialist, James Jones-Tinsley to hear about hot topics and current issues, from pensions tax relief and the tapering of the Annual Allowance, to pensions freedoms and death benefits.

    Location: Webinar

Updates delivered to you

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