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Barnett Waddingham
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Comment & Insight

Blogs

  • Picture for The missing 'why' in trustee communication
    The missing 'why' in trustee communication

    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.

  • Picture for Are you leaving the lifetime allowance charge to chance?
    Are you leaving the lifetime allowance charge to chance?

    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?

  • Picture for Revisiting aspects of the gold-plated pension promise
    Revisiting aspects of the gold-plated pension promise

    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.

Briefings

  • PATHways - Pension Administration Technical Help

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

  • Drawing benefits from a SSAS

    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.

  • Flexi-Access Drawdown

    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.

Barnett Waddingham news

Research

Case studies

  • Signatory requirement saves SSAS client from pensions scam

    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.

  • 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.

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