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Case Study
Contingency planning in action
A client was looking to develop a financial management plan for the scheme, targeting a fully de-risked and liability matched investment strategy and moving on to b…
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Case Study
A complex covenant structure
One of our clients has been facing some challenging covenant issues and so our actuarial and investment consulting teams have worked closely together to provide pro…
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Case Study
Gold bullion: the only physical commodity allowed in a SIPP or SSAS
The FCA has added physical gold Bullion to its list of ‘standard assets', and is the only physical commodity allowed in a SIPP or SSAS. This case study shows how an…
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Case Study
By GAD! Drawdown yields to lower levels
Without warning, new Government Actuary’s Department tables for capped drawdown suddenly appeared from HM Revenue & Customs (HMRC) on 18 January 2017. This case stu…
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Case Study
Using a SSAS loan-back to assist a company’s expansion plans
Employer loan-backs are the unique feature of a SSAS. As the following case study serves to illustrate, SSAS loan-backs continue to offer an alternative source of f…
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Case Study
Member communication and engagement - benefit accrual switch
ECITB appointed Barnett Waddingham in 2015 to provide member communication consultancy to their scheme members, relating to the proposed switch of future benefit ac…
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Case Study
The impact of PIP transitional rules on existing regular contributions
This case study examines the effect on existing regular contributions where the Pension Input Period (PIP) is already aligned with the tax year, using ‘Fred’ and hi…
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Case Study
Stress testing and scenario analysis framework
Implementing a stress testing and scenario analysis framework in order to identify and analyse current and potential issues that were of market-wide concern.
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Case Study
Bespoke approach to pension in payment tolerances for GMP reconciliation
Hickson UK Group Pension Scheme appointed Barnett Waddingham in 2005 to provide a flexible and high quality pension administration service for their members who hav…
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Case Study
Innovative risk management for FTSE100 company undergoing fundamental transformation
Danny Wong - Managing Consultant, Business Risk Practice was the risk advisor on a major IT and business transformation project for a large FTSE 100 multinational c…
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