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Case Study
Achieving higher returns with lower risk
We were appointed to advise a client with ~£400m of assets in 2015 and this case study sets out how we worked with the trustees and employer to ultimately reduce ri…
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Case Study
An out of control deficit
We provide a regular funding and investment monitoring service to the trustees of a £40m scheme. We were asked to review the funding and investment strategies of th…
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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…
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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
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…