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Barnett Waddingham
0333 11 11 222

Simon Taylor FIA


Simon advises companies on defined benefit (DB) pension issues including liability and risk reduction exercises, scheme funding and financing, exit strategies, benefit changes and accounting disclosures.

Simon has particular expertise in scheme funding negotiations from the employer’s perspective and has helped many companies agree reduced deficits and recovery plan contributions with their trustees. 

He strongly believes that a robust but collaborative approach, rather than an adversarial stance, is the key to successfully agreeing an appropriate outcome with the trustees.

Significant experience:

  • advice to a large multinational financial services company on its funding valuation (including the regulatory capital impact)

  • advice to a potential lender on the pensions issues facing a company seeking to refinance

  • purchaser due diligence on a number of corporate acquisitions by trade buyers and private equity houses

  • vendor due diligence on the sale of a company from private equity ownership to a trade buyer

  • design and implementation of liability and risk reduction exercises including enhanced transfers, pension increase exchanges and transfers at retirement

  • development of exit strategies for several clients including asset and liability de-risking actions

  • currently advising several distressed companies on the possibility of reaching an 'above PPF compromise' with the trustees of their pension scheme

Comment & Insight

  • Briefing Actuarial Valuations in 2015 – Issues for Employers

    The 2015 actuarial valuation will be the first to take place against the backdrop of The Pensions Regulator’s new objective regarding sustainable growth for employers that sponsor DB schemes and its recent guidance on how it will monitor funding.

  • Briefing Single Tier State Pension

    First announced at the start of 2013, the proposed reform of the UK state pension system has been accelerated by the Government and is now due to take effect from April 2016. Our latest briefing looks at the implications in more detail.

  • Briefing Deflation – Impact on DB scheme sponsors

    The latest published inflation statistics show that inflation has now fallen below zero over the 12 months to March 2015 (as measured by CPI) and RPI falling to 0.9%.

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