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Barnett Waddingham
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Comment & Insight


  • General election announcement – how will pensions fare?

    Most commentators are suggesting that the election will be dominated by Brexit and the future of the United Kingdom outside the European Union. But there are many other domestic issues that the election campaign will also throw into focus.

  • Hard times? Leaving the EU and the impact on pension schemes

    The implications of Brexit are likely to affect almost every facet of the wider economy. Liam Mayne, associate at Barnett Waddingham, examines the potential issues that will arise for employers in relation to defined benefit (DB) pension obligations.

  • Making predictions just got harder

    Question marks over our ability to predict the future provided two of the highlights of recent our annual pensions conference. Senior Partner Nick Salter explores...


  • Sole or Joint SIPP Trusteeship

    ‘Sole or joint?’ may sound like a classic ‘surf or turf’ choice in your favourite restaurant but the question can also be applied to the trusteeship of self-invested personal pensions (SIPP). Andy Leggett explains the significance in practical terms.

  • Current Issues in Pensions Financial Reporting - 31 March 2017

    Our latest Current Issues in Pensions Financial Reporting newsletter details the key financial assumptions required for determining pension liabilities under the FRS102 (UK non-listed), IAS19 (EU listed) and ASC715 (US listed).

  • PerioDiC - Spring 2017

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

Barnett Waddingham news


  • University Accounting Survey

    This is our seventh annual survey of the assumptions adopted by UK universities for determining the value of their pension liabilities for accounting purposes.

  • Generation WHY? survey 2017

    Our ‘Generation WHY? study, now in its third year, highlights important generational attitudes and perspectives towards money matters as well as savings and how personal affluence affects outlook.

  • French companies with UK defined benefit schemes

    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.

Case studies

  • By GAD! Drawdown yields to lower levels

    Without warning, new Government Actuary’s Department tables for capped drawdown suddenly appeared from HM Revenue & Customs (HMRC) on 18 January 2017. This case study reviews what impact changes to the GAD tables might have on 65 year old Donald.

  • Using a SSAS loan-back to assist a company’s expansion plans

    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.

  • Member communication and engagement - benefit accrual switch

    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.

Media centre

  • Barnett Waddingham comments on TPR's 3 year Corporate Plan

    Nick Griggs comments on The Pensions Regulator’s Corporate Plan 2017 – 2020, who hadve advised they will be acting “faster and more frequent” for the next three years, published today.

  • Milliman and Barnett Waddingham announce pensions joint venture

    Milliman, the leading global provider of actuarial services, and Barnett Waddingham, UK’s largest independent provider of actuarial, administration and consultancy services, today announced a joint venture.

  • Generation Why 2017

    Uncertain retirement future for the UK due to shortfalls in financial education. As the Lifetime ISA (LISA) comes in to affect, Barnett Waddingham’s latest financial study reveals financial priority concerns and knowledge shortfalls amongst the UK.

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