Comment & Insight
Blogs
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Navigating the endgameTPR has recently increased its focus on the endgame of UK DB pension schemes. This blog explores how companies paying higher dividends than deficit contributions should expect more of a challenge on this from their trustees and The Pensions Regulator.
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What pension schemes can learn from the Woodford saga?The Woodford Investment saga created a surprise for many investors as a result of the suspended redemptions of the Woodford equity fund. The impact it created on individual investors could be a learning curve for pension schemes and trustees.
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ESG investments and the role of trusteesESG is a hot topic at present for those who manage DC pension schemes. Regulatory requirements from the DWP and TPR means trustees now have to consider how ESG affects the investment strategy for their members. What are the implications of this change?
Research
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Big schemes – DB pensions heading for the endgameBarnett Waddingham’s annual analysis of DB schemes in the UK (with assets over £1bn) is now available. As the only research of its kind, it highlights the continued decline in DB schemes and the shifting focus of employers towards the DB pensions endgame.
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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.
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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.
Barnett Waddingham news
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Continued growth for Barnett Waddingham with the appointment of experienced risk leader
Today, we welcome Dean Hughes, Head of Enterprise Risk Management to lead a successful team of consultants, utilising practical risk-based expertise and business acumen with the quantitative analytical skills of our actuaries.
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Barnett Waddingham continues to invest in its people and services with the appointment of seven new partners
As we reach the 30 year mark, Barnett Waddingham is proud to announce the appointment of seven new Partners and the promotion of 28 Associates from 1 June.
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Appointment of experienced consultant boosts Corporate Consulting team
Barnett Waddingham appoints experienced consultant to lead a team supporting companies in making impactful decisions through the effective use of data.
Briefings
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Planning for your DB pension endgame
TPR has recently increased its focus on the endgame of UK DB pension schemes. This briefing note explores how companies paying higher dividends than deficit contributions should expect more of a challenge on this from their trustees and the Regulator.
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Costs and charges disclosure in trust-based DC schemes
New regulations and accompanying statutory guidance compel trustees to produce detailed analyses of the costs and charges incurred by scheme members on their money purchase benefits.
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The DB pension transfer process
Transferring from a DB scheme is a major decision for members and there are many factors that should be taken into account. Simon Taylor, Partner offers advice to these members to understand their transfer options.
Case studies
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Testing! Testing! Will your drawdown fund suffer a tax charge on your 75th birthday?
One of the important things to remember with drawdown is that your pension fund may be tested more than once against the lifetime allowance (LTA): once when you go into drawdown and again when you reach age 75.
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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.
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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.
Video centre
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Defined contribution: improving outcomes for members
The pension’s regulator are increasing governance requirements around DC Schemes to improve their outcome. By empowering trustees to release information into the public domain making it accessible for everyone to see.
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Showcasing the power of Me2Me2 is our digital platform. Its purpose is to give wider education on the health and financial issues of the Today and Tomorrow not just the One Day and it’s truly independent.
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Navigating Change LiveOur recent ‘Navigating Change Live’ conference covered the important issues keeping trustees awake at night - helping them focus on the long term strategy of their scheme and navigate the challenges along the way.