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Barnett Waddingham
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Briefings: Trustees

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.

The DB Odyssey

With fewer DB pension schemes open to new joiners, many DB schemes are now on the long road to their end. This makes it increasingly important for trustees and employers to think carefully about what they are trying to achieve in the long term.

Lifetime Allowances and Life Cover through Excepted Group Life Policy

From 2019/20 the LTA will be £1,055,000 and there's been a continued increase in the use of EGLPs for employees who already have a high level of benefit in a registered scheme. This briefing talks about an important change to eligible beneficiaries.

Accounting for pension costs - survey of universities’ disclosures as at 31 July 2018

We are pleased to present the results of our eighth survey of the assumptions adopted by UK universities for determining the value of their pension liabilities for accounting purposes.

TPR: Annual Funding Statement 2019

This briefing note looks at the key messages of the funding statement. Key areas covered include balancing risks, DRCs vs dividends and what the expectations of the TPR are.

PATHways 97 - Pension Administration Technical Help

Our 97th edition of PATHways highlights pensions news and legislation that has particular relevance to what we do in pension administration.

PATHways 96 - Pension Administration Technical Help

Our 96th edition of PATHways highlights pensions news and legislation that has particular relevance to what we do in pension administration.

Accidental master trusts

The new Master Trust Authorisation legislation aims to improve the standards for master trust schemes. However, some multi-employer schemes will not appreciate that they are a master trust and that they will have to comply with the new standards.

Investment Insights - Expanding the toolkit: Buy-ins

We consider if bulk annuity purchases should be of interest to a wider group of schemes. Whilst there were 132 transactions in 2017, this is still small compared to the 5,700 UK DB pension schemes. Are these other 5,500 schemes missing a trick, or does bulk annuity purchase still only make sense in a small minority of cases?

CMA - spotlight on fiduciary management

On 12 December 2018, the Competition and Markets Authority (CMA) published its final report in relation to its review of the market for investment consulting and fiduciary management services.

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