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Barnett Waddingham
0333 11 11 222
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.

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.

Specialist guidance for headteachers

Our Executive Pensions team has considerable experience in guiding headteachers and senior staff on their pension benefits. This briefing note covers recent, substantial changes in the pensions legislation directly affecting such high-earners.

Which pension scheme should your Executive Head join?

Our Executive Pensions team have extensive experience of both TPS and LGPS and are ideally placed to assist schools and Head Teachers with the decision as to which pension arrangement would be best for the school and their new Executive Head Teacher.

Data visualisation in the insurance market

Communication of complex and highly technical information remains a challenge that visualisation can help overcome. This briefing note will show how ANNalyticaTM can be used to visualise data.

PATHways 100 - Pension Administration Technical Help

Our 100th edition of PATHways highlights pensions news and legislation that has particular relevance to what we do in pension administration.

Property: Is it time for pension schemes to take the next step on the property ladder?

As more of the property market opens up to investments, property should remain an important part of pension scheme’s strategies.

GMP equalisation and conversion

We have developed a streamlined process to carry out GMP equalisation and potentially conversion and simplification too. An outline of what this will look like is available to download.

PATHways 99 - Pension Administration Technical Help

Our 99th edition of PATHways highlights pensions news and legislation that has particular relevance to what we do in pension administration.

Current Issues in Pensions Financial Reporting - 31 March 2019

This briefing is for those who will be involved in preparing and auditing pensions disclosures under Accounting Standards FRS102 (UK non-listed), IAS19 (EU listed) and ASC715 (US listed) as at 31 March 2019.

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