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Case Study
Asset Allocation - Risk Analysis
In 2013 the Trustees of a Charity asked us to use modelling to illustrate possible future investment returns and volatility resulting from the Charity’s current ass…
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Briefing
Spotlight on Longevity August 2014: Which mortality assumptions matter most?
We analyse the sensitivity of pensioner and annuitant liability values to mortality rates and mortality improvements at different ages to assess which ages matter m…
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Briefing
PATHways 43
Our Pension Administration Technical Help highlights pensions news and legislation that has particular interest to what we do in Pension Administration.
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Blog
FRC proposes amendments to FRS102 to address confusion
Exposure draft confirms schedule of contributions will not need to be recognised as additional liability under accounting standard FRS102
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Blog
Guaranteed Minimum Pension explained
A Guaranteed Minimum Pension is a pension which a UK occupational scheme must provide for people contracted out of SERPS between April 1978 & April 1997.
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Briefing
Investment strategy for charities
Charities can have very different investment needs to other investors, particularly in terms of the certainty, size and nature of their future income and expenditu…
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Briefing
Is your charity thinking with clarity?
Barnett Waddingham’s team of highly capable and enthusiastic investment consultants can help your charity’s investment committee to review their objectives and mon…
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Briefing
An introduction to Liability Driven Investment (LDI)
A short introduction to Liability Driven Investment (LDI) for trustees of defined benefit pension schemes. What is LDI and what problems does it solve?
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Blog
Inflation measure downgrade casts further doubt on pension increases
CPIH’s loss of national statistic status means some schemes may need to look once again at their pension increase rules
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Briefing
An introduction to the new Fair Deal
The new Fair Deal guidance, effective from October 2013, removed substantial barriers that previously prevented many firms from competing for public sector contract…