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.
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.
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.
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.
It will soon be against the law to let out a property with an Energy Performance Asset Rating in the two lowest bands, F and G. James Jones-Tinsley discusses the changes that will start to take place on 1 April 2018 and the actions you need to take.
When Theresa May called a snap General Election in April, few would have envisaged the outcome resulting in a hung parliament and no Conservative majority. So where does this leave Pensions? James Jones-TInsley explores...
Eight months on from the introduction of Capital Adequacy for SIPP providers, James Jones-Tinsley provides an overview of some of the practical challenges that both operators and clients have faced
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.
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.
‘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.
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.
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.
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.
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.
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.
To support continued business growth, we are proud to announce the promotion of six of our associates to partners and 12 of our staff to associates.
Ratings agency AKG has upgraded Barnett Waddingham SIPP’s financial strength rating to a ‘B’ demonstrating our continued commitment and investment in our SIPP business. The move means our financial strength is now rated as ‘strong’.
SIPP & SSAS properties without an EPC or with an F or G rating have a problem. We're offering members a solution barnett-waddingham.co.uk/comment-insigh…3 days, 18 hours
The only physical commodity allowed in a SIPP or SSAS barnett-waddingham.co.uk/comment-insigh…4 days, 19 hours
Our SIPP and SSAS seminars are back for spring 2017 - we promise to leave you with plenty of food for thought...… twitter.com/i/web/status/8…3 months