Tucked away in the 2018 Autumn Budget, you’d be forgiven for missing the relatively unnoticed amendment to probate fees. We’ve covered the most pressing matters for clients on the treatment of pension death benefits.
Conflicts of interest have long been part of the trustee/employer environment. However, the scope and meaning of what type of conflicts could arise has developed and broadened as governance best practice evolved.
If you can help your workers save that little bit and take away their financial stop signs, you could take them off the “highway to hell” and help them towards that goal of “livin’ easy, livin’ free”. How do you get there?
The UK pension scheme market is changing. While schemes continue to mature, their priorities and needs evolve. Schemes must reconsider their strategy, including asking if they have the right strategic partner to meet their needs.
Pressure is mounting on the life insurance market to become more efficient and offer value to shareholders and customers. As a result, life insurance companies are turning to third-party actuarial consultants. How can this process be improved?
Presenteeism at work has tripled since 2010. Where's your head at? We've interviewed 3,000 UK workers to understand health and wellbeing in the workplace.
For another year, both our SSAS and Flexible SIPP have been awarded a five-star rating from Moneyfacts. The ratings reinforce our strong position as a provider of quality services within the self-invested pensions market.
According to a new report, ‘Perspectives on Value’, spending on consultants by insurance companies is expected to rise over the coming year. The report cites complexity and structural challenges as the primary drivers behind the forecasted increase.
Workers on lower salaries feel less comfortable talking to their employer about mental health, according to our Why BWell report. Just two in five of those earning £20,000 - £30,000 a year said they would be happy talking about mental health at work.
TPR carried out research which identified that many schemes were not being run to the standard expected by TPR. On the back of these findings TPR initiated an education program which was given the name of “21st Century Trusteeship”.
Pension consolidation is a broad concept, ranging from simplifying a scheme’s governance structure, to merging with other schemes to take advantage of economies of scale.
Despite the trend to move away from DB in favour of more flexible DC arrangements, employers wanting to maximise provision of benefits for employees without breaching the Annual Allowance and Lifetime Allowance limits may find a DB SSAS suits their needs.
Our client, P&O, has around £1.5 billion of pension liabilities on an IAS19 basis, in three separate defined benefit (DB) pension arrangements.
Using pension savings to purchase a commercial property to “leaseback” to a company, is often a useful way to provide that company with a welcome cash injection.
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.
Watch Barnett Waddingham's involvement at the FT’s inaugural CFO Dialogues event, in November.
This Christmas we are supporting Crisis to help people take their first steps out of homelessness.
Priorities are changing in the workplace. What does wellbeing mean for employers?