Comment & Insight
Blogs
-
Superfunds: a new alternative to buy-outs?Trustees must consider a number of factors when considering a superfund transaction. It is not just a way of bringing forward your endgame, says Barnett Waddingham’s Tom Hargreaves.
-
Risk: This time it’s personalManaging the risks is just as important in DC as it is in DB. By using the right kind of risk measures, we can focus on investment strategies on the end goals that actually matter.
-
A new tax year, a new Lifetime Allowance and many members will still be breaching itA look at the new Lifetime Allowance (LTA) and how to avoid being caught. We explain how schemes an their members can navigate their way through the pension tax maze.
Research
-
The £24 billion bulk annuity market: an upward trendBulk Annuities: Where next in the de-risking journey? The bulk annuity market hit new heights in 2018. For the first time in history pension scheme buy-in and buy-out transactions exceeded £20bn.
-
Bridging the gap: Meaningful and productive employmentBarnett Waddingham’s recent combined research, of UK employers and employees, revealed a significant and increasing gap between the employment experience of being employed and what the employers believe this experience to be.
-
Navigating change: get the most out of your actuarial consultantThe 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.
Barnett Waddingham news
-
Barnett Waddingham invests in technology with purchase of ANNalytica™Barnett Waddingham purchases ANNalytica™ to enhance the software solutions suite it offers to the insurance industry.
-
Barnett Waddingham wins the organisation award for ‘Supporting Development’ at the Professional Pension's 'Rising Star Awards’
Last night, Barnett Waddingham won the organisation award for ‘Supporting Development’ at the Professional Pension's 'Rising Star Awards’!
-
PASA reaccreditation for high quality pension administration
Following a rigorous accreditation process, our Pensions Administration team have, for the second time, been awarded the PASA ‘gold standard’ for their continued high standards - effective for the next two years.
Briefings
-
PerioDic - April 2019
Our PerioDiC Spring newsletter summarises the trustee, company and other elements to be aware of which help with running a defined contribution (DC) scheme.
-
PATHways 98 - Pension Administration Technical Help
Our 98th edition of PATHways highlights pensions news and legislation that has particular relevance to what we do in pension administration.
-
Consulting on Fair Deal in the LGPS
The LGPS has been waiting since 2013 for New Fair Deal to be enshrined into its regulations. Following an earlier consultation and subsequent rejection of the proposals, this new consultation proposes a different way forward.
Case studies
-
Organising a pension scheme buyout – efficiently and cost-effectively
When the Alliance Trust Companies’ Pension Fund needed winding up, we used our specialist teams and strong project management to bring together every aspect of a highly complex process.
-
Providing expertise in global accounting consolidation
Our client, Tate & Lyle, is a global provider of solutions and ingredients for food, beverage and industrial markets, with over 11,500 members of pension and other post-retirement plans in the UK and the USA.
-
Securing pension scheme members in BHS buyout
We played a critical role in helping secure the pensions of 9,000 BHS staff. Our work for this client has been very much a team approach, with a number of service areas coming together to provide advice and support to achieve a superb result.
Video centre
-
Perspectives on value | Finding the best, not the cheapestScott Eason, Partner and Head of Insurance Consulting, talks about the importance of getting the selection process right when looking for a new actuarial consultant - is the best necessarily the cheapest?
-
Perspectives on value | Monitoring and appointingScott Eason, Partner and Head of Insurance Consulting, talks about the process used to assess consultants after they have been appointed and how companies can ensure they're getting the best value for money.
-
Navigating Change | Where to find what you seekAlthough schemes feel the need for a fresh approach, they don't necessarily know where or how to find it. There are a number of challenges when it comes to managing their actuarial consultant relationship.