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Information Sheets
Our Information Sheets are produced on a regular basis by all our practice areas and cover new and topical issues.
Specialist Longevity ExpertiseOctober 2011ITV recently announced they have entered into the third largest longevity swap ever to be written. In the wake of this latest pensions de-risking exercise we discuss how longevity swaps can add value ...
Mergers and AcquisitionsOctober 2011One of the most financially significant aspects of a corporate transaction is often an associated defined benefit (DB) pension scheme deficit. The complexity of the issues involved and the potential f...
Finance Act 2011: Flexible DrawdownSeptember 2011On 19 July 2011, the Finance (No. 3) Bill 2010-11 was granted Royal Assent and so was born the Finance Act 2011, bringing with it a new approach to accessing retirement savings – “flexible drawdown”. ...
Auto-Enrolment and Workplace Pension ReformAugust 2011The Pensions Act 2008 laid the foundations for a fundamental change to workplace pensions in the UK. Under the reforms, every employer will be required to automatically enrol their eligible jobholders...
Defined Benefit Scheme Investment ReviewAugust 2011This paper sets out our approach to an investment review for a typical UK defined benefit pension scheme. The emphasis of our approach is on putting together a review that will be most helpful for the...
Managing Longevity Risk - One SolutionAugust 2011A longevity swap allows a scheme to reduce or remove the risk of increased costs if future improvements in life expectancy are greater than anticipated, whilst still retaining control of the investmen...
What's Lurking Beneath the SurfaceJuly 2011The current turmoil in sovereign debt markets has led investors, quite rightly, to review their holdings of Government debt. Global uncertainty has similarly meant that investors are reviewing their e...
Impact of Pensions on UK BusinessJuly 2011With companies seemingly pouring ever increasing amounts into their defined benefit pension schemes we have undertaken some independent research into the real impact these arrangements are having on U...
Salary Sacrifice: Pension ContributionsJuly 2011Where employees contribute to their employer’s pension arrangement, salary sacrifice offers savings to both employees and the employer. It also fits in well with employers who want to be flexible and ...
Trouble with Rising PMI CostsJune 2011The ability to offer private medical insurance (PMI) to employees is a major factor in both the recruitment and retention of staff. It also forms a vital part in managing sickness absence, so it’s cle...
Briefing Note on Omnibus 2June 2011The draft Omnibus 2 Directive was published on 19 January 2011. If adopted, it will amend the Solvency 2 Directive. This briefing note provides a summary of the proposed changes.