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Barnett Waddingham
020 7776 2200

Comment & Insight

Blog

  • Taxation of Pensions Act 2014

    The new pension freedoms are now part of UK legislation, with the Taxation of Pensions Act 2014 receiving Royal Assent on 17 December 2014. Here’s a quick helicopter view of the 78 pages of legislation.

  • A light-hearted application of utility theory to Christmas

    Leave your Christmas shopping til the last minute and greet your family on Christmas day with an itchy jumper? Chances are you are failing to maximise the utility to yourself, and those you love. Don’t worry; my handy guide is here to help you prosper!

  • 5 reasons why your pension fund is not like your bank account

    The pension freedoms announced by George Osborne come with the option to draw money straight out of your pension savings. This has led to some likening pensions to a bank account, this blog gives five reasons why that is not true.

Briefings

  • News on Pensions December 2014

    In this month's News on Pensions we look at Autumn Statement, HMRC: VAT on scheme management fees, EIOPA stress testing, PPF news and other news.

  • Buy-outs, buy-ins and longevity swaps - quarter 4 2014

    The value of bulk annuity business completed in 2014 has already broken the previous record set in 2008, with the final quarter still to go. Meanwhile, two insurers may be merging.

  • News on Pensions November 2014

    In this month's News on Pensions we look at DWP (Charges and Governance in DC schemes), PPF news, NEST restrictions to be lifted, and give a Budget 2014 update.

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

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