Martin Willis APFS, Chartered Financial Planner

Principal

Contact details

Martin currently advises and provides support in relation to implementation and on-going services for corporate benefit arrangements.

He provides advice and consultancy support to corporate and trustee bodies in relation to their defined contribution (DC) pension arrangements.  This includes scheme design, ongoing governance and member engagement.

He advises a range of not-for profit organisations operating in the Arts & Culture, Education and Religious sectors, and acts as DC representative on Barnett Waddingham’s charity and not-for-profit working group.

Martin also provides consultancy support to a wide range of corporate and trustee clients, both UK and multi-national, with employee numbers ranging up to 3,000 members.


Significant experience:
  • advised on design and implementation of group pension arrangements (including provider, benefit structure, salary sacrifice etc.)
  • advised on ongoing governance of group pension arrangements (both to employers and trustees)
  • advised employers in relation to meeting their auto enrolment duties
  • provides individual member engagement, including staff presentations and one to one employee information sessions
  • advised on various DC consolidation exercises, so clients can streamline their pension arrangements into single good quality schemes
  • managed a number of defined benefit (DB) to DC transition exercises
Other expertise:

Martin has specialist knowledge and experience in technical pension project work including winding-up DC pension arrangements, discharging DC pension arrangements in conjunction with PPF assessment periods and preservation of employee benefit entitlements in relation to corporate activity.  He has advised local government pension schemes in relation to DC pension benefits.

He has also spoken at a variety of industry seminars focusing on defined contribution pension issues, including ones run by the Personal Finance Society, the Investment and Life Assurance Group and the National Association of Pension Funds.

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