What is a SIPP?
A Self Invested Personal Pension (SIPP) is a bespoke pension arrangement designed for individuals looking to control their pension fund investments.
SIPPs offer significant benefits in pension and tax planning, allowing considerable flexibility. Clients can contribute up to the annual allowance in any one tax year, and take advantage of any unused relief by way of carry forward.
(Note: If a client is in receipt of the new flexi-access income streams, the Money Purchase Annual Allowance will apply).
The Walker Crips SIPP
At Walker Crips Pensions, our team will work with you directly or alongside your adviser, to develop a pension that aligns with your retirement goals.
Our charges are clear and competitive.
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When switching to our SIPP, our team will help make the process as simple and as straightforward as possible.
What is a SSAS?
A Small Self-Administered Scheme (SSAS) is an employer sponsored 'defined contribution pension scheme' limited to 11 members, often the owner, directors and family members who are employees.
Some benefits of a SSAS:
The Walker Crips SSAS
At Walker Crips Pensions, our team will work with you directly or alongside your adviser, to arrange and manage your SSAS.
You set your goals for your SSAS, you decide what you wish your SSAS to invest in, and we will help support you in the process.
We provide guidance to you to help ensure your SSAS stays within HM Revenue & Customs (HMRC) rules. This may include contribution limits, how the pension savings are allocated to the members, how the funds are invested, and what benefits can be paid.
When switching to our SSAS, our team will help make the process as simple and as straightforward as possible.
Managing Director, Pensions
A highly accomplished pensions professional, with over 27 years experience at Walker Crips in establishing and working with clients for their small self-administered schemes (SSASs). Wendy is knowledgeable and approachable for all your technical queries. She also has a good general background in financial services and has qualifications through the CII.
Financial & Operations Director, York
Don is an FCCA qualified accountant who joined Walker Crips in 2000 and became York Office Finance Director in 2014. He is responsible for financial governance across the York Office; in 2017 his role was enhanced to include Operations. Don has gained extensive accountancy experience during his time at Walker Crips and prior, including working within the Corporate Recovery division at Arthur Andersen in Birmingham and various practice roles before moving to this industry.
SIPP Department Manager
Martin has over 25 years' experience in the pensions industry. Uncompromising on quality and together with the Walker Crips SIPP team consistently receive excellent feedback from our clients.
SIPP Client Manager
Steve has worked in the financial services industry for 25 years and has been part of the SIPP team at Walker Crips since 2010. He is very approachable, providing a high quality and efficient service.
SIPP Client Manager
Liz has worked in the financial services industry for eighteen years. Having been part of the SIPP team at Walker Crips since 2016, her support to the team is integral to its efficient running.
SSAS Client Services & Technical Manager
Sarah has worked in the financial services industry for almost 30 years, and in the last nineteen years she has specialised in SSAS. She has her own portfolio of schemes and provides technical support for the team.
SSAS Operations & Client Manager
Fiona has worked in the pensions industry for over a decade, most of which has been in the SSAS sector. With a strong SSAS administration background, Fiona strives for the best outcomes for our clients and the team as a whole.
SSAS Data Administrator
Sam recently embarked on a career in financial services after working in management accounting for the past four years. She is completing her training in all areas of SSAS pensions and is very approachable for all your general queries.