Tom predominantly advises companies on all aspects of their pension arrangements, including scheme funding advice, liability management, transactions, benefit design, pension scheme accounting and PPF levy issues. He also leads Barnett Waddingham’s offering to Private Equity firms.
Tom has advised clients with schemes ranging in size from £10 million to £8 billion across a range of sectors from not-for-profit organisations to large financial institutions.
Trustees must consider a number of factors when considering a superfund transaction. It is not just a way of bringing forward your endgame, says Barnett Waddingham’s Tom Hargreaves.
Pension consolidation is a broad concept, ranging from simplifying a scheme’s governance structure, to merging with other schemes to take advantage of economies of scale.