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Barnett Waddingham
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Briefings: Actuarial services for employers

2020 vision: funding in TPR’s sights

TPR is due to issue a new code of practice on pension scheme funding in 2020, reflecting new powers for a ‘clearer, quicker, tougher’ regulator and a subtle shift in TPR’s approach to DB scheme funding. Tyron Potts looks ahead and advises on actions to take in order to help schemes with the upcoming challenges.

Current issues in pensions financial reporting - 30 June 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 30 June 2019.

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.

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.

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.

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.

2019 actuarial funding valuations - from an Employers viewpoint

TPR has published its annual funding statement, aimed at trustees and sponsoring employers of DB pension schemes undertaking scheme funding valuations. It provides guidance on expectations and indicates how they intend to step up their oversight.

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.

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.

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.

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