Comment & Insight
Blogs
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All change, please! The FCA’s ‘one size fits all’ solution to harmful retirement outcomesIn June, the FCA published their “Retirement Outcomes Review – Final Report”, which followed from the Interim Report they issued last year. Their Report was accompanied by a Consultation Paper, entitled “Proposed changes to our rules and guidance”.
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Focussing on investment strategyBull equity markets and rock bottom interest rates mean many employers are now looking to take control of their pension scheme investment strategy.
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Will the pensions cold-calling ban be introduced before Brexit?HM Treasury’s Open Consultation on Pension Scams was published on 5 December 2016. Amongst other things, it proposed that all cold-calls to consumers regarding pensions should be banned; potentially including e-mails and texts.
Research
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Beyond Pensions: pension and the provision of wider financial wellbeingOur Beyond Pensions report reveals that UK employers care about the financial needs of their employees and want to help alleviate their financial stress, but are not hitting the spot.
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A turning point for FTSE350 pensions?After a number of difficult years, our 8th annual report on the pension provision of the FTSE350 shows that 2017 is hoping to be the turning point for the defined benefit (DB) pension schemes of the UK’s largest public companies.
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Exploring DB schemes internationally: Dutch companies with UK schemesThis survey relates to Dutch companies, almost all of which are constituents of the AEX index, that have UK subsidiary companies with defined benefit (DB) pension schemes.
Barnett Waddingham news
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Barnett Waddingham strengthens charity offering with a hire from National Trust
We are proud to announce the appointment of Paul Maguire as Investment Consultant to the charity and not-for-profits sector.
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Barnett Waddingham welcomes experienced actuary to Public Sector team
We are pleased to announce the appointment of experienced actuary, Barry McKay, as a new associate in the public sector team.
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Barnett Waddingham appoints Head of Data Science to expand expertise
Barnett Waddingham, the UK’s largest independent provider of actuarial, administration and consultancy services, welcomes its new Head of Data Science to widen its expertise in line with the changing expectations of its clients.
Briefings
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PATHways 92 - Pension Administration Technical Help
Our 92nd edition of PATHways highlights pensions news and legislation that has particular relevance to what we do in pension administration.
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Choosing the right mortality table for your Fund
Longevity is a topic of significant importance to defined benefit pension schemes and their actuaries. What can we learn from the latest research, what does it all mean for LGPS Funds - and why on earth does it have anything to do with shopping for shoes?
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Our analysis of AA and LTA survey 2018
High earners could find themselves footing large tax bills as a result of reduced pensions annual allowance (AA) and llfetime allowance (LTA).
Case studies
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SSAS as an intergenerational planning vehicle
Using pension savings to purchase a commercial property to “leaseback” to a company, is often a useful way to provide that company with a welcome cash injection.
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A change of corporate ownership - reviewing the pension implications
We have provided actuarial and investment services to a £20m pension scheme, whose sponsoring employer is a design and manufacturing company in the aerospace industry.
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Using pension savings to avoid future tax liabilities on commercial property
Limited companies may be liable to a Corporation Tax bill when selling commercial property. Similarly, an individual may incur a Capital Gains Tax (CGT) liability on corresponding gains.
Video centre
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A turning point for FTSE350 pensions?Nick Griggs - Head of Corporate Consulting, talks about whether FTSE350 DB schemes have reached a turning point and how employers can take advantage of this opportunity.
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BWell FinanciallyBWell Financially offers bespoke financial wellbeing strategies that improve employee financial wellbeing and productivity.
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Why trustees are focussing on pension administrationHow can trustees engage with pension administrator providers? Tom Cowley discusses with the PMI why the focus is on pension administration and what can be done to improve your DB scheme administration.