We were delighted to become one of only two third-party administrators to achieve PASA Accreditation in January, but the process was far from easy. David Connell offers his inside view on the process and explains why this is such a prestigious accolade.
Our annual investment conference took place in January, with our much anticipated keynote speaker, Alastair Campbell, sharing his views on current political themes, all of which will be the major force on investment markets during 2017.
Does regular and reliable income as well as the scope for capital appreciation provided by illiquid assests really offer defined benefit (DB) funds the best of both worlds? We examine several considerations for trustees of DB plans in owning them.
Considerable changes to pension taxation in recent years will heavily impact high earners. This briefing note details these changes and highlights the seven stage process that employers should follow to avoid unnecessary pension taxation issues.
Many members who have a SSAS or SIPP also have pension savings held elsewhere. Their natural question is whether those savings should form part of their SSAS or SIPP as well, by accepting a transfer value and paying it in.
Our Pension Administration Technical Help highlights pensions news and legislation that pays particular interest to what we do in Pension Administration.
We are proud and delighted that our Small Self-Administered Scheme (SSAS) and Flexible Self-Invested Personal Pension (SIPP) have been recognised by Moneyfacts in their Star Ratings for 2017.
We are absolutely delighted to announce that we have achieved PASA accreditation for our pension administration practice area, effective for the next two years from 5 January 2017.
Barnett Waddingham is delighted to have been recognised as the UK’s DC adviser of the year, and the leading DC technology provider of the year at the Pensions Insight DC Awards 2016.
This survey looks at French companies, almost all of which are constituents of the CAC40 index, which have UK subsidiary companies with DB pension schemes. The survey covers 14 French companies with around £22.2bn of UK pension liabilities between them.
This survey relates to constituent companies of the Dutch AEX share index that have UK subsidiary companies with defined benefit (DB) pension schemes. The survey covers seven Dutch companies with around £9.3 billion of UK pension liabilities between them.
This survey examines German companies, the majority of which are constituents of the DAX index, which have UK subsidiary companies with DB pension schemes. The survey covers 21 German companies with around £26.4bn of UK pension liabilities between them.
Employer loan-backs are the unique feature of a SSAS. As the following case study serves to illustrate, SSAS loan-backs continue to offer an alternative source of finance for businesses, and an attractive investment for the SSAS member trustees.
ECITB appointed Barnett Waddingham in 2015 to provide member communication consultancy to their scheme members, relating to the proposed switch of future benefit accrual from the DB to DC section of their scheme.
This case study examines the effect on existing regular contributions where the Pension Input Period (PIP) is already aligned with the tax year, using ‘Fred’ and his Self-Invested Personal Pension Plan (SIPP) as an example.
Barnett Waddingham’s annual research in to major European companies with UK final salary pension schemes has revealed that European head-quartered companies are paying proportionately more into their UK pension schemes than their FTSE350 counterparts.
The Pensions Administration Standards Association (PASA), the independent body dedicated to driving up standards in pensions administration, has today announced that Barnett Waddingham LLP has successfully earned PASA accreditation.
The Work and Pensions Committee (WPC) has today published their recommendations for consultation in the Government’s Green Paper due in early 2017 to address perceived flaws in the regulation of Defined Benefit (DB) schemes.