I agree We use cookies on this website to help us provide the best user experience. By browsing this site you agree to their use - more information is available here.

Barnett Waddingham
0333 11 11 222

Comment & Insight

Blogs

  • Don’t believe everything you hear!

    For the first time in my life I have my very own garden. The only problem is I have no idea what to do with it. I imagine some people feel a similar sort of bewilderment when they think about their pension savings. James Jones-Tinsley explores.

  • Legal Entity Identifiers: what are they - and does your SSAS need one?

    You may need to obtain a reference from the London Stock Exchange, in order for the scheme trustees to carry on investing after 2 January 2018, because of new legislation. James Jones-Tinsley explores.

  • Understanding pensions: they’re not rocket science!

    Pension Awareness Day is an award-winning campaign which aims to promote the importance of saving for the future. Malcolm McLean shares four possible ways to help improve the public awareness on pensions.

Briefings

  • How long should drawdown fund last?

    Answering the killer-question: How long does my drawdown fund need to last?

  • PerioDiC - the elements you need to know

    In our PerioDiC newsletter, we summarise the trustee, company, and other elements to be aware of which help with running a defined contribution (DC) scheme.

  • PATHways 79

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

Barnett Waddingham news

Research

  • FTSE350: Impact of pension schemes on UK business

    It has been a turbulent few years and our 7th annual report on the pension provision of the FTSE350 shows that 2016 was a particularly volatile year for the defined benefit (DB) pension schemes of the UK’s largest public companies.

  • Pension flexibilities: Impact on DB schemes two years in

    Now two years into freedom and choice in DC retirement savings, for members of a DB scheme making the most of these flexibilities will involve transferring to a DC arrangement. We provide an update on the lay of the land.

  • Big Schemes Survey 2017

    The largest occupational pension schemes are an integral part of the UK economy. These schemes invest substantial amounts of capital in the wider economy and are responsible for the retirement wellbeing of a large proportion of the population.

Case studies

  • Achieving higher returns with lower risk

    We were appointed to advise a client with ~£400m of assets in 2015 and this case study sets out how we worked with the trustees and employer to ultimately reduce risk and increase expected returns while working towards an agreed objective.

  • An out of control deficit

    We provide a regular funding and investment monitoring service to the trustees of a £40m scheme. We were asked to review the funding and investment strategies of the scheme, in particular with a view of reducing the risk of the deficit increasing further.

  • Contingency planning in action

    A client was looking to develop a financial management plan for the scheme, targeting a fully de-risked and liability matched investment strategy and moving on to buy-out. The plan aimed to strike a balance between reducing risk and business needs.

Media centre

  • Silver rating in client service awards

    Barnett Waddingham has announced receiving silver in the Investor in Customers (IIC) award for client relationship management in self-invested personal pensions (SIPPs) and small self-administered schemes (SSAS).

  • Impressively large disposable income for retired households

    The latest release from the Office for National Statistics shows how the income levels of retired households have changed over the last 40 years. Malcolm McLean, Senior Consultant at Barnett Waddingham, comments on the release.

  • Overview on SPA increases for women

    An analysis by economists has found that more than a million women are worse off by an average of around £32 a week, as a result of the increase in the state pension age.

Register for your choice of email alerts

Stay ahead with our latest comment, expert insight and event details.