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Barnett Waddingham
0333 11 11 222

Case studies

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.

Project management

Pension projects often involve short-term solutions but can also include detailed long-term planning projects. You may find yourself with a collection of projects which do not fit naturally with your day-to-day responsibilities and/or expertise.

New scheme to fulfil auto-enrolment duties

United Response is a top 100 UK charity which needed a new workplace scheme to fulfil its auto-enrolment duties. We helped guide the charity through the challenges they faced.

Support with funding to a multinational company

Our work involved providing support to a multinational company which acquired a UK operation with a large (>£3bn) DB scheme several years ago through a historic transaction.

Short notice due diligence

Our client is a major overseas multinational company who were considering the acquisition of a FTSE100 company with significant defined benefit pension obligations in the UK (circa £2bn).

Significant refinancing of debt

A UK company was seeking to carry out a significant refinancing of its debt (> £0.5bn) with a number of lending parties.

Expert witness reports

Our experience, breadth of technical knowledge and communication skills makes us ideally placed to provide expert witness reports. A number of our experts have given evidence in court and many more have prepared expert witness reports under the Civil Procedures Rules.

Staff resourcing

There may be occasions when you need extra resource to cover increases in workload due to unexpected projects or to cover temporary or longer term absence. We can provide interim cover and support at short notice in planned or unplanned situations.

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