I agree We use cookies on this website to help us provide the best user experience. By browsing this site you agree to their use - more information is available here.

Barnett Waddingham
0333 11 11 222

Briefings: Archive

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.

AA and LTA changes - key points you need to know

This briefing highlights the key changes to the annual allowance (AA) and lifetime allowance (LTA) that came into force from 6 April 2016.

How employers can use DB SSASs to reward key employees

Despite the trend to move away from DB in favour of more flexible DC arrangements, employers wanting to maximise provision of benefits for employees without breaching the Annual Allowance and Lifetime Allowance limits may find a DB SSAS suits their needs.

Our analysis of AA and LTA survey 2018

High earners could find themselves footing large tax bills as a result of reduced pensions annual allowance (AA) and llfetime allowance (LTA).

AA and LTA survey - our analysis

We have carried out a survey of how companies are gearing up to assist their high earners mitigate the impact of the tapered AA and the reduced LTA from 6 April 2016.

Annual and Lifetime Allowances - seven steps to success

Considerable changes to pension taxation in recent years will heavily impact high earners. This briefing note details these changes and highlights the seven stage process that employers should follow to avoid unnecessary pension taxation issues.

Specialist advice for senior university staff

There have been substantial recent changes in pensions legislation affecting high-earners. As a result, senior university staff may now face tax charges on their ongoing pension savings.

Specialist advice for senior ALMO staff

Our Executive Pensions team has considerable experience in advising senior ALMO staff on their pension benefits. This briefing note covers substantial changes that have recently taken place in the pensions legislation directly affecting such high-earners.

Annual Allowance survey

High earners could find themselves footing large tax bills when a series of changes to pensions tax relief are implemented in April 2016. Our survey looks at how companies are gearing up to assist their high earners mitigate the impact of these changes.

Fixed and Individual Protection 2014

To protect those with pension assets in excess of £1.25m, the Government had also announced that FP14 will be offered (similar to FP12 that applied when the LTA reduced from £1.8m to £1.5m in April 2012).

Updates delivered to you

Stay ahead with our latest comment, expert insight and event details.