Communications will end up unread in the bin unless they remember what they’re for and provide relevant information targeted to the intended audience, explains Damian Stancombe.
The lifetime allowance (LTA) charge for pension savings is akin to picking that 'chance' card in a game of Monopoly. SSAS Client Manager, Lisa White asks: are you leaving the lifetime allowance charge to chance?
Partner and experienced pension actuary, Danny Wilding, shares some thoughts on managing legacy defined benefit (DB) pension promises ahead of the Professional Pensions Risk Reduction Forum on 28 February 2018.
Our Pension Administration Technical Help highlights pensions news and legislation that pays particular interest to what we do in Pension Administration.
This guide contains everything you need to know about drawing benefits from a typical money purchase SSAS set up on Barnett Waddingham’s standard rules. From details about the LTA and Capped Drawdown to taking a tax-free lump sum and the MPAA.
From 6 April 2015, the method of providing drawdown income for those not already in drawdown will be from a Flexi-Access Drawdown fund.This technical briefing details the rules regarding Flexi-Access Drawdown.
We are delighted to appoint experienced actuary and pensions litigation specialist Mark Stocker to the growing Corporate Consulting team.
We are delighted to appoint Nick Clynes to a new senior consulting role in our northern Workplace Health and Wealth team.
It’s official: our self-invested pensions are stellar. We’re proud to announce both our SSAS and Flexible SIPP have been awarded a five-star rating from Moneyfacts.
An analysis of DB schemes in major Italian and Spanish companies with UK subsidiaries.
50% of employers are concerned that DC is not being used for its primary purpose
Why BWell 2017 questioned full and part time UK workers to determine the overall level of wellbeing and happiness in the workplace.
A pension scam warning about how we saved two SSAS clients £100,000 without them doing anything - because our signature was needed to action the transaction.
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.
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.
It was confirmed that The Financial Conduct Authority (FCA) and The Pensions Regulator (TPR) are working together on a pensions regulatory strategy which will set out how they will work together in the pensions sector in the next 5-10 years.
ONS have released its latest data in relation to pension provision by the self-employed, Malcolm McLean, senior consultant at Barnett Waddingham believes these latest figures show the “how big the problem is.”
The latest ONS Wealth and Assets Survey covering the period July 2014 to June 2016 published today shows that: