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Barnett Waddingham
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Briefings: Defined contribution

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.

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.

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.

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.

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.

PerioDiC - October 2018

Our Autumn PerioDiC newsletter summarises the trustee, company, and other elements to be aware of which help with running a defined contribution (DC) scheme.

PerioDiC - May 2018

Our Spring PerioDiC newsletter summarises the trustee, company, and other elements to be aware of which help with running a defined contribution (DC) scheme.

PerioDiC - Occupational DC Schemes

Whether you are a trustee running an occupational scheme, a company offering a master trust scheme or a contract-based scheme, these newsletters help to keep you up to date with elements relevant to your DC arrangement.

PerioDiC - November 2017

In our PerioDiC newsletter, we summarise the trustee, company, and other elements to be aware of which help with running a defined contribution (DC) scheme.

What you need to know about the LISA

The latest Individual Savings Account (ISA), the Lifetime ISA (LISA), launched on 6 April 2017 and is designed to help individuals buy their first home or save for retirement.

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