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Barnett Waddingham
0333 11 11 222

Case studies

Extra hands and fresh eyes

Our national Pension Management team has a broad range of experience in the running of pension schemes and can provide tailored support as part of the client’s own team.

The FA: understanding the needs of employees

The FA recognises the benefits that a positive employee culture has on meeting performance targets. A forward thinking, progressive organisation, The FA was keen to develop an employee wellbeing strategy that was fully aligned to their core values.

Testing! Testing! Will your drawdown fund suffer a tax charge on your 75th birthday?

One of the important things to remember with drawdown is that your pension fund may be tested more than once against the lifetime allowance (LTA): once when you go into drawdown and again when you reach age 75.

Organising a pension scheme buyout – efficiently and cost-effectively

When the Alliance Trust Companies’ Pension Fund needed winding up, we used our specialist teams and strong project management to bring together every aspect of a highly complex process.

Providing expertise in global accounting consolidation

Our client, Tate & Lyle, is a global provider of solutions and ingredients for food, beverage and industrial markets, with over 11,500 members of pension and other post-retirement plans in the UK and the USA.

Securing pension scheme members in BHS buyout

We played a critical role in helping secure the pensions of 9,000 BHS staff. Our work for this client has been very much a team approach, with a number of service areas coming together to provide advice and support to achieve a superb result.

Timely and efficient IAS19 accounting for a company with £1.5 billion of DB obligations

Our client, P&O, has around £1.5 billion of pension liabilities on an IAS19 basis, in three separate defined benefit (DB) pension arrangements.

SSAS as an intergenerational planning vehicle

Using pension savings to purchase a commercial property to “leaseback” to a company, is often a useful way to provide that company with a welcome cash injection.

A change of corporate ownership - reviewing the pension implications

We have provided actuarial and investment services to a £20m pension scheme, whose sponsoring employer is a design and manufacturing company in the aerospace industry.

Using pension savings to avoid future tax liabilities on commercial property

Limited companies may be liable to a Corporation Tax bill when selling commercial property. Similarly, an individual may incur a Capital Gains Tax (CGT) liability on corresponding gains.

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