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Displaying items by tag: Barnett Waddingham

A senior figure at a Sipp provider fears that a failure to clarify the new capital adequacy rules could lead to worried firms going too far in an attempt to meet requirements and therefore end up increasing costs for clients.
Published in Articles

Having attended two excellent events in a week - a workshop by Enhance Compliance Solutions and an Infoline conference on Sipps - I thought I would reflect on the latest thoughts on capital adequacy calculations.

Published in Comment and Blogs

Sipp provider Barnett Waddingham has added Brooks Macdonald Asset Management to its discretionary fund management panel for Sipp clients.

Published in Articles

The scale of ignorance about pensions among young people has been revealed by a Sipp firm.

Published in Articles

There's five months to go until the new pension freedoms are upon us and, with them, the change in death benefit rules.

Published in Comment and Blogs
Tuesday, 04 November 2014 13:12

Barnett Waddingham's Sipp properties top 1,000 mark

Barnett Waddingham has reported that the number of properties under administration within its Sipp business has exceeded 1,000 for the first time.

Published in Articles

Like many, I was expecting a short announcement during the Autumn Statement followed thereafter by the publication of pages of detail explaining the new pension death tax rules. I certainly wasn't expecting to read about it on my BBC News app on the Sunday night before the Conservative Party conference.

Published in Comment and Blogs
Friday, 19 September 2014 10:44

Sipp firm issues Scottish no vote pensions warning

Pension schemes should not rest easy from Scots voting no to independence, a Sipps firm warned this morning, as experts signalled they still see significant change on the horizon.

Published in Articles
Wednesday, 10 September 2014 09:22

Firm acquires over 500 SSAS and Sipps clients

Barnett Waddingham has purchased Chase de Vere's Sipp and SSAS book for an undisclosed fee, it announced this morning.

Published in Articles

In November last year, the FCA asked Sipp operators to complete a (long) questionnaire to help them with their third thematic review. Among the 40 or so data items requested was the amount of Assets Under Administration (AUA).

Published in Comment and Blogs
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