Displaying items by tag: Barnett Waddingham
'Clients could suffer if FCA fails to clarify capital adequacy rules'
Andrew Roberts' Blog: Capital adequacy changes fail clarity test
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.
Barnett Waddingham adds Brooks Macdonald to DFM Sipp panel
Sipp provider Barnett Waddingham has added Brooks Macdonald Asset Management to its discretionary fund management panel for Sipp clients.
Pensions ignorance among young revealed by Sipps firm
Andrew Roberts' Blog: No more pension change please
There's five months to go until the new pension freedoms are upon us and, with them, the change in death benefit rules.
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.
Andrew Roberts' Blog: Death Taxes and the drawdown dilemma
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.
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.
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.
Andrew Roberts' Blog: New rule may be unachievable in practice
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).