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Barnett Waddingham
0333 11 11 222

Case studies: Employers

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.

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.

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.

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 risk and increase expected returns while working towards an agreed objective.

An out of control deficit

We provide a regular funding and investment monitoring service to the trustees of a £40m scheme. The trustees asked us to review the funding and investment strategies of the scheme, in particular with a view of reducing the risk of the deficit increasing further.

Contingency planning in action

We recently advised a client that was looking to develop a comprehensive financial management plan for the scheme, targeting a fully de-risked and liability matched investment strategy in the mid-2020s and thereafter moving on to buy-out. This plan aimed to strike a balance between the trustees’ desire to reduce risk, and the employer’s business needs.

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 proactive advice to help the trustees take steps to strategically manage these risks.

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