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.
Our latest blog by Malcolm McLean looks into the growing trend of bringing organisations together by replacing a number of smaller units with a larger ones. Is the concept of 'big is beautiful' a good one?
In August 2017, HM Treasury and the Department for Work & Pensions finally released their response to the ‘Pension Scams’ consultation. In our latest blog, James Jones-Tinsley delves deeper.
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.
Commercial property is an allowable investment in both our SIPP and SSAS. We discuss how you can purchase commercial property through your Barnett Waddingham pension and how we can help.
How much cash do you need when you are drawing an income? We explore the issues around drawing an income and offer some tips on keeping a cash float.
Answering the killer-question: How long does my drawdown fund need to last?
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.
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.
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.
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.
We are excited to announce that Interactive Investor have appointed Barnett Waddingham SIPP, as its new Self Invested Personal Pensions (SIPP) provider, which follows a significant review.
For the fifth consecutive year, 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 has announced receiving silver in the Investor in Customers (IIC) award for client relationship management in self-invested personal pensions (SIPPs) and small self-administered schemes (SSAS).