Research

Our with-profits investment performance and strategy report enables insurers to compare the performance over the most recent one and five year periods, leading to better, more informed decision making.

Over 2019, market changes have resulted in an increase in the aggregate deficit - for many, this will push out the timescales to buyout. This highlights the importance of having in place a robust monitoring process to ensure opportunities are captured.

With the DB regulatory regime once again under review, the disparity between payments to shareholders and those paid to close pension scheme deficits will once more be under the spotlight.

As the industry’s focus shifts to the endgame for DB pensions, the largest schemes will once again be leading the way in developing innovative strategies to manage the final chapters of DB pension provision.

Bulk Annuities: Where next in the de-risking journey? The bulk annuity market hit new heights in 2018. For the first time in history pension scheme buy-in and buy-out transactions exceeded £20bn.

Barnett Waddingham’s recent combined research, of UK employers and employees, revealed a significant and increasing gap between the employment experience of the workplace and what the employers believe this experience to be.

The UK pension scheme market is changing. While schemes continue to mature, their priorities and needs evolve. As the number of pensioners increases, schemes’ cashflow is becoming restricted, or even negative. To secure benefits for their members, as well as their need for security, schemes must reconsider their strategy. This includes asking if they have the right strategic partner to meet their needs.

Pressure is mounting on the UK life insurance market to become more efficient, as well as offer better value to shareholders and customers. As a result, life insurance companies are increasingly turning to third-party actuarial consultants. However, this appointment process can be vastly improved.

Presenteeism at work has tripled since 2010. Where's your head at? We've interviewed 3,000 UK workers to understand health and wellbeing in the workplace.

This survey relates to constituent companies of the Dutch AEX, French CAC40, German DAX, Spanish IBEX, Italian FTSE MIB and Scandinavian OMX share indices that have UK subsidiary companies with defined benefit (DB) pension schemes.