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Barnett Waddingham
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Case studies

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 his Self-Invested Personal Pension Plan (SIPP) as an example.

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.

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 have a variety of complex needs and requirements.

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 company.

De-risking without significant increases deficit recovery contributions

As part of their most recent actuarial valuation, Tate & Lyle were seeking to continue to de-risk their £1 billion legacy DB pension scheme, but without a significant increase in deficit recovery contributions.

'Top-Slicing' Medically Underwritten Buy-in

We jointly advised the trustees and the company on a medically underwritten pensioner buy-in achieving very significant savings of over 10% relative to a traditional approach – successfully securing around £25m of the pensioner liability at no additional funding cost.

Asset Allocation - Risk Analysis

In 2013 the Trustees of a Charity asked us to use modelling to illustrate possible future investment returns and volatility resulting from the Charity’s current asset allocation, and then to suggest possible alternative asset allocations.

Splitting inflation and nominal interest rates

During early 2012, one of our schemes was constrained by the funding basis and the availability of contributions from the employer to the extent that it could not afford to reduce the level of risk and purchase additional protection at the current market price.

Innovative buy-out

We carried out an innovative buy-out for part of the Lloyd’s Superannuation Fund (LSF), a £500m multi-employer defined benefit scheme associated with the Lloyd’s of London insurance market.

Negotiating a termination deficit with an LGPS fund

This case study highlights a number of issues for employers who are Admission Bodies in the LGPS.

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