The Barnett Waddingham SIPP

The Barnett Waddingham SIPP is closed to new business from June 2014, although advisers and direct clients continue to be supported and administered. If you are a prospective client or adviser, you should instead explore our Flexible SIPP, which provides maximum flexibility for retirement, from planning to drawing benefits.

If there is anything you do not understand, or for further information, please call 0344 443 0100 or email us.

Our literature:

• Key Features
• Terms and Conditions
• Glossary
• Schedule of Fees (from 1 June 2023)
• Expression of Wishes Form
• Allowable Investment Schedule
• Property Guide
• Property Purchase Questionnaire
• Property Sale Questionnaire 
• Property Development Application
• Lease Questionnaire
• Trust Deed and Rules
• Transfer In Form
• Third Party Authority Form
• Real Estate Insurance Policy Summary (QBE)
• Real Estate Owner's Insurance Policy (QBE)
• SIPP Contribution Form
• Employer Schedule
• Investing for drawdown

An updated Trust Deed and Rules for our Self-Invested Personal Pension Scheme (“the Scheme”), dated 22 October 2013, can be accessed by using the first download button below.

Following the introduction of the ‘Pension Freedoms’ and changes to the taxation of death benefits with effect from 6 April 2015, a Deed of Amendment for the Scheme was produced in 2016, which amended some of the Rules that first took effect from 2013.  This can be accessed via the second download button below.