Comment & Insight

Embracing The Future, Learning From The Past...

Barnett Waddingham recently launched its UK Workplace Wellbeing Index survey looking at Corporate attitudes to 'Wellbeing'. A few weeks beforehand we launched Generation Why about how people look at their financial priorities.

Ensuring benefits technology works for all generations in your workforce

Thankfully, the days of implementing a blanket approach to benefits and communications are behind us. However, the concept of ‘flexible’ benefits has been around for years, but were they really that flexible?

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.

PATHways 75

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

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).

Barnett Waddingham SIPP awarded a financial strength rating ‘B’ by the AKG

Ratings agency AKG has upgraded Barnett Waddingham SIPP’s financial strength rating to a ‘B’ demonstrating our continued commitment and investment in our SIPP business. The move means our financial strength is now rated as ‘strong’.

Barnett Waddingham win Actuarial/Pensions Consultancy of the Year at Professional Pensions UK Awards 2017

Barnett Waddingham is delighted to have been named Actuarial/Pensions Consultancy of the Year at this year's Professional Pensions UK Pensions Awards.

New commercial property insurance option in conjunction with Hettle Andrews

Barnett Waddingham are now working with Hettle Andrews, an independent firm of insurance brokers with Chartered Status, to put together an option for commercial property insurance - vital for any SIPP or SSAS invested directly in commercial property.

Workplace Wellbeing Index 2017: Employee Wellbeing in Review

The workplace wellbeing index is based on an online survey carried out in early 2017. The survey received 145 usable responses from employers across all regions of the UK, providing benefits to more than 250,000 employees.

The ultimate auto-enrolment guide for employers

We began dealing with auto-enrolment (AE) in 2011, in preparation for large employers who needed to comply with the new laws.

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.

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.

Barnett Waddingham SIPP has been awarded a financial strength rating ‘B’ by the AKG

Ratings agency AKG has upgraded Barnett Waddingham SIPP’s financial strength rating to a ‘B’ demonstrating our continued commitment and investment in our SIPP business. The move means our financial strength is now rated as ‘strong’.

Mental health in the workplace is the second biggest challenge facing employers in the next five years

To support mental health awareness week, Barnett Waddingham reveals how UK companies are supporting employees and what more can be done as wellbeing becomes more important for businesses.

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.