Barnett Waddingham
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Comment & Insight

Blog

  • Interest rates – increases on the horizon

    It is sensible to consider the Bank of England’s own comments in relation to this, which are that when they do start to raise rates it will do so only gradually and to a level materially below its historical average.

  • How to avoid being a victim of pension liberation

    Pension scams are on the increase, despite HMRC making it harder for bogus pension schemes to operate and TPR re-launching its public awareness campaign.

  • What is a GMP?

    GMPs apply to members of contracted out salary related pension schemes who were contracted out of the State Earnings Related Pension Scheme prior to 6 April 1997.

Briefings

  • News on Pensions August 2014

    This month's News on Pensions includes articles on DC pensions: Freedom and Choice, the Definition of 'Money Purchase', Arcadia: RPI vs CPI and PPF news

  • Spotlight on Longevity August 2014: Which mortality assumptions matter most?

    We analyse the sensitivity of pensioner and annuitant liability values to mortality rates and mortality improvements at different ages to assess which ages matter most.

  • PATHways 43

    Our Pension Administration Technical Help highlights pensions news and legislation that has particular interest to what we do in Pension Administration.

Case Studies

  • Asset Allocation - Risk Analysis

    In 2013 the Trustees of a Charity asked us to use modelling to illustrate possible future investment returns and volatility resulting from the Charity’s current asset allocation, and then to suggest possible alternative asset allocations.

  • Splitting inflation and nominal interest rates

    During early 2012, one of our schemes was constrained by the funding basis and the availability of contributions from the employer to the extent that it could not afford to reduce the level of risk and purchase additional protection.

  • Innovative buy-out

    We carried out an innovative buy-out for part of the Lloyd’s Superannuation Fund (LSF), a £500m multi-employer defined benefit scheme associated with the Lloyd’s of London insurance market.

Research

News

  • Barnett Waddingham acquires Harsant Pensions

    Barnett Waddingham has today announced that it has purchased Harsant Services Ltd (Harsant Pensions) for an undisclosed figure, in a deal which will see the firm add more than 400 SIPP and 70 SSAS clients to its existing book of business.

  • New executive educational service launched

    Barnett Waddingham has launched a pensions education service for employers looking to inform their senior-level staff on the various changes surrounding pension benefits.

  • Expansion in our Investment Consulting team

    We have appointed Simon Cohen and Rebecca Carse to join our Investment Consulting team. The two new appointments take the team’s numbers to over 40 for the first time.

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