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Barnett Waddingham
0333 11 11 222

Comment & Insight

Blogs

Briefings

  • Searching for consistent reporting

    The first public submissions of the Solvency and Financial Condition Report (SFCR) for the majority of firms were published in late May this year.

  • Spotlight on Longevity

    The slowing of mortality improvements in the UK in recent years has been widely discussed. In this Spotlight we compare recent mortality in the UK to a large number of European countries.

  • Lifetime Allowances and Life Cover through Excepted Group Life Policy

    Since the Lifetime Allowance (LTA) reduced again to £1 million at 6 April 2016, there has been an increase in the use of excepted group life policies (EGLPs) for employees who already have a high level of benefit in a registered pension scheme.

Barnett Waddingham news

Research

Case studies

  • Defining the benefits of DB transfers: members and families

    Following the introduction of ‘Pension Freedoms’ in 2015, we examine whether members of Money Purchase schemes should choose to transfer from defined benefit occupational pension schemes. Let us introduce you to John and Sarah.

  • 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.

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