Andrew Roberts

Partner @Barnett Waddingham

Liverpool, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Mar 2005 — Present

Partner @Barnett Waddingham

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Liverpool, GB

Barnett Waddingham LLP is an independent firm of actuaries and consultants with seven offices throughout the UK. As well as actuarial work, we have c. 2,400 SIPP clients and c. 1,900 SSAS clients and are one of the busiest providers when it comes to property transactions.I am a partner dealing with self-invested pensions such as SIPP and SSAS, and chair our internal SSAS & SIPP technical committee and deputy chair our internal SIPP investment committee.

EDUCATION

1993 — 1996

Sidney Sussex College, Cambridge

SKILLS

Defined ContributionHmrc EnquiriesInheritance Tax PlanningFinancial ServicesScheme PensionFinancial RiskInvestmentsWealthDefined BenefitRetirement PlanningPension SchemesRetirementAsset AllocationMathematicsGovernanceFellow of Institute and Faculty of ActuariesRelationship ManagementConsultant to Ssas FirmsSippSsasPension AdministrationPensionsSsas Health ChecksSmall Self-Administered SchemesLifetime Allowance NegotiationsPresentationsSelf-Invested Personal Pension (Sipp)Analysis ServicesBusinessEmployee BenefitsSipp Property PurchaseStrategic Financial PlanningHigh Net Worth IndividualsAlternative InvestmentsPension FundsFundingTechnical PresentationsWealth ManagementActuarial ScienceNegotiation

ABOUT ANDREW ROBERTS

Have worked in the self-invested pensions (SSAS and SIPP) industry since leaving…

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