• 0333 11 11 222
  • About us
  • Careers
  • Contact
  • Login
Barnett Waddingham
  • People
  • Services
    Trustees
    Employers
    Self-invested pensions
    Public sector
    Insurance sector
    Industry expertise
    Client Tools

    Trustees

    • Actuarial services for trustees
    • Administration services
    • Buyouts and buy-ins
    • Defined benefit risk management
    • Defined contribution
    • Expert actuarial services
    • Group risk
    • Investment consulting
    • Longevity analysis
    • Member communication
    • Pension management services
    • Project and resource management

    Client tools

    • BWebstream
    • Fast Track Indicator
    • GEM
    • Illuminate

    Pensions consulting and support

    • Defined benefit pensions
    • Defined contribution pensions
    • Executive pensions
    • Pension management services

    Benefits consulting

    • Flexible benefits
    • Group risk benefits
    • Wellbeing analysis survey
    • Workplace wellbeing

    Management consulting

    • Management decision analytics
    • Risk advisory and analytics

    Workforce engagement

    • Employee communication

    International consulting

    • MBWL

    Client tools

    • 4me
    • BWebstream
    • BWell survey
    • DC governance tool
    • GEM
    • Illuminate

    Self-invested pensions

    • SIPP
    • SSAS
    • FURBS

    Client tools

    • SIPPs Online

    Public sector

    • Actuarial, benefits and governance consultancy
    • Longevity analysis
    • Outsourcing

    Client tools

    • BWebstream
    • Illuminate
    • Online LGPS tools

    Insurance sector

    • Actuarial and risk management (life insurers)
    • Actuarial and risk management (non-life insurers)
    • Investment services
    • Longevity services
    • Technological solutions
    • Transactional services
    • Unit-linked services

    Client tools

    • SIIMPLIFY
    • Annalytica

    Industry expertise

    • Higher education
    • Independent schools
    • Charities and not-for-profit
    • Oil and gas consultancy

    Client tools

    • 4me
    • BWebstream
    • BWell survey
    • GEM
    • Illuminate
    • SIIMPLIFY

    Client tools

    • BWebstream
    • BWell Survey
    • GEM
    • Illuminate
    • 4me World
    • SIPPs Online
    • SIIMPLIFY

    Trustees

    • Actuarial services for trustees
    • Administration services
    • Buy-outs and buy-ins
    • Defined benefit risk management
    • Defined contribution
    • Expert actuarial services
    • Group risk
    • Investment consulting
    • Longevity analysis
    • Member communication
    • Pension management services

    Employers

    • Defined benefit pensions consulting
    • Defined contribution pensions consulting
    • Employee communication strategies
    • Executive pensions
    • Flexible benefits
    • Group risk benefits
    • International consulting
    • Management decision analytics
    • Pension management services
    • Risk advisory and analytics
    • Workplace wellbeing

    Self invested pensions

    • SIPP
    • SSAS
    • FURBS

    Public sector

    • Actuarial and benefits consulting
    • Executive pensions
    • Longevity Analysis
    • Outsourcing

    Insurance sector

    • Actuarial and risk management (Life insurers)
    • Actuarial and risk management (non-life insurers)
    • Investment services
    • Longevity services
    • Technological solutions
    • Transactional services
    • Unit-linked services

    Industry expertise

    • Higher education
    • Independent schools
    • Charities and not-for-profit
    • Oil and gas consultancy

    Client tools

    • BWebstream
    • BWell Survey
    • Fast Track Indicator
    • GEM
    • Illuminate
    • 4me
    • SIPPs Online
    • SIIMPLIFY
    • SIIMPLIFY
  • Insight

    Insight

    Providing you with independent commentary and exclusive insights from a range of experts at the forefront of risk, pensions, investment and insurance.

    View all insights

    Knowledge hubs

    • Defined benefit pensions
    • Defined contribution pensions
    • Employer DNA
    • ESG investing
    • Insurance sector
    • Public sector pensions
    • Self-invested pensions
    • Wellbeing and benefits

    Insight

    • Blogs
    • Briefings
    • Case studies
    • News
    • Recent webinars
    • Research
    • Videos
  • Events

    Keeping you informed

    We recognise that these are difficult and uncertain times for us all. Therefore, as the Covid-19 situation develops, our events have been reshaped to bring the latest insights directly to you.

    View all events

    Upcoming events

    • Conferences
    • Webinars
    • Virtual roundtables
    • Training
    • Industry events

    Investment Conference 2021

    Join us in the new year as we bring together independent investment-focused insights across four different but equally engaging virtual streams.

    Reserve your place
  • About us
  • Careers
  • Contact
  • Search
  • Login
0333 11 11 222

Case studies

  1. Home
  2. Insight
  3. Case studies
  • Case Study

    Helping trustees to reduce key man risks

    Recent events have brought business continuity plans into operation across advisers and trustees. Whilst the short-term issues may have been addressed, trustees al…

  • Case Study

    Tate & Lyle: a journey plan in half the time

    Our actuarial, investment and specialist bulk annuity advice centred on their £1bn+ UK DB pension scheme, eventually securing all members’ benefits with a bulk annu…

  • Case Study

    Pension management: 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 …

  • Case Study

    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 hi…

  • 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…

  • 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…

  • 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…

  • 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…

  • Case Study

    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 significa…

  • Case Study

    Changes in legislation and pension scheme benefit changes

    Keeping up to speed with changes to comply with the legislative requirements can be extremely time consuming and require complex solutions. We can offer an alterna…

Filter By

Remove filter
Reset search
  • Previous
  • 1
  • 2
  • Next

Further reading

Accessibility

Annual report and accounts

Diversity and inclusion

Gender pay gap analysis

Glossary

ISO

Legal notices

Slavery and human trafficking

Privacy policy

Sitemap

Subject access request

SIGN UP FOR EMAIL UPDATES

Stay ahead with our latest comment, expert insight and event notifications

  • Sign up now
  • Manage your preferences

Social

  • LinkedIn
  • Twitter
  • Facebook
  • Instagram

Copyright © Barnett Waddingham 2021

Updates delivered
directly to you

Providing you with independent commentary and exclusive insights direct to your inbox.

Sign up now

Already subscribed? Manage your preferences