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Barnett Waddingham
0333 11 11 222

Case studies: July 2014 Archive

Changes in legislation and pension scheme benefit changes

Keeping up to speed with changes to comply with the legislative requirements can be extremely time consuming and require complex solutions. We can offer an alternative to hours of resource by providing tailor made on-site training days or workshops to help keep you and your team up to speed.

Negotiating better contract terms in the public sector

Our client was a public sector body with its own LGPS fund, who required us to negotiate better contract terms for the bidders. It demonstrates the benefit of the commercial focus we can bring to the public sector arena.

Long service and implications on annual allowance

We were asked to advise a leading University in relation to its senior staff. Particular issues arose with one senior staff member with long service and he had exceeded the Annual Allowance (AA) (£50,000) in each of the last 3 tax years.

Enhanced Protection

We were asked to advise a Managing Director of a leading global company who was expected to lose Enhanced Protection because of on-going benefit accrual. The pension issues were complex and required an urgent decision on whether to surrender Enhanced Protection in favour of Fixed Protection.

Lifetime allowance charges

We were appointed by an executive who faced the prospect of a lifetime allowance (LTA) charge because her benefits at normal retirement date would exceed the LTA.

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