Comment & Insight
Blogs
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Death and SSASsSSAS Client Manager; Lisa White, explains how spending a few moments thinking about your circumstances, could save taxes being imposed on your pension savings in the future.
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Pensions News – what you may have missed this SpringFrom CDC, to DWP, all the way to HMRC – Head of Pensions Research, Tyron Potts maps out an A – Z on everything you may have missed in pensions news this spring.
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LGPS: Changing approaches to accounting reportingApril has been a busy month for us - producing accounting reports for hundreds of participating employers in the LGPS. We report on SEDR and the change in approach taken in accounting assumptions this year.
Briefings
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PerioDiC - May 2018
Our Spring PerioDiC newsletter summarises the trustee, company, and other elements to be aware of which help with running a defined contribution (DC) scheme.
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Investment Insights: Governance
In this paper we demonstrate the importance of governance and explain how taking the time to ensure you have strong governance in place will bring real benefits.
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PATHways 87 - Pension Administration Technical Help
Our 87th edition of PATHways highlights pensions news and legislation that has particular relevance to what we do in pension administration.
Barnett Waddingham news
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Barnett Waddingham launches its first two pilot apprenticeship programmes
Barnett Waddingham launches its first two pilot apprenticeship programmes, providing training and guidance to the next generation of financial services pension administrators.
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Barnett Waddingham defend title as Third-party Administrator of the Year at Pension and Investment Provider Awards
Our quality pension administration services have been commended for the second consecutive year at Pensions Expert’s Pension and Investment Provider Awards (PIPAs).
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Barnett Waddingham appoints new Head of DC Investment to navigate evolving landscape
We are delighted to appoint Sonia Kataora as our new Head of DC Investment to lead the provision of investment advice to DC clients.
Research
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French companies with UK DB schemesThis survey relates to French companies, almost all of which are constituents of the CAC40 index, which have UK subsidiary companies with defined benefit (DB) pension schemes.
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Big Schemes Survey 2018 – the end of DB pensions for active members edges closerOur annual analysis of 230 defined benefit schemes in the UK with assets over £1bn continues to highlight the decline of DB schemes.
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Generation WHY? - Money matters in 2018: an employee's perspectiveSurveying the financial wellbeing of 3,000 people, we've discovered some stark findings on how prepared the current UK workforce is for retirement.
Case studies
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A change of corporate ownership - reviewing the pension implications
We have provided actuarial and investment services to a £20m pension scheme, whose sponsoring employer is a design and manufacturing company in the aerospace industry.
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Using pension savings to avoid future tax liabilities on commercial property
Limited companies may be liable to a Corporation Tax bill when selling commercial property. Similarly, an individual may incur a Capital Gains Tax (CGT) liability on corresponding gains.
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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.
Media centre
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Some good news for pension saving prospects in latest ONS employment figures
The latest employment figures from the ONS include some good news for the prospect of further pension saving opportunities for women and older workers.
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New Head of DC Investment at Barnett Waddingham
Barnett Waddingham, the UK’s largest independent provider of actuarial, administration and consultancy services, appoints Sonia Kataora as its new Head of DC Investment.
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Could auto-enrolment increases negatively impact people’s current finances?
Minimum contributions increase to 5% on 5 April. Whilst increases are a good solution from a pensions perspective, our research suggests there is a possibility the increases could negatively impact people’s finances, resulting in more people opting out.