Our team has strong ongoing relationships with all of the bulk annuity providers in the market, enabling us to develop bespoke deal solutions and ensuring our clients are aware of any offerings which can help them transact more efficiently and cost effectively.
We are also supplemented by dedicated expertise in the key related areas of investment, longevity and insurer financial strength assessments.
Working in partnership with you, we can advise on all aspects of the de-risking process including:
Our combination of trustee and company experience allows us to understand the perspective of both parties in a bulk annuity transaction, helping to facilitate a smoother process whilst achieving the underlying aims for our client and the pension scheme overall.
We recognise that the nature of bulk annuity deals is similar to other corporate/scheme transactions, where there is a need to be flexible, to respond quickly and to provide the appropriate level of support.
From low-levels yields to geopolitical turmoil, this thought piece looks at the impact on pension funds and what you need to consider to plan ahead.
We explore how securitised credit provides an attractive return to help close the funding gap, as well as being a way for schemes to diversify their collateral pool with good fundamentals underlying the bonds.
New draft regulations were published recently by TPR, in order to help pension trustees set objectives for their investment consultancy provider. Ian Mills provides further insight on this and advises on actions trustees should take to meet requirements.
With TPR being alert to changing pension schemes and the effects this has on the assets within the scheme, early planning will become vital for our clients. Our latest Investment Insights paper will help you tackle these challenges.
As more of the property market opens up to investments, property should remain an important part of pension scheme’s strategies.
We have developed a streamlined process to carry out GMP equalisation and potentially conversion and simplification too. An outline of what this will look like is available to download.
Are bulk annuities a potential option for your scheme? It could be the right time to consider a transaction.
Investment strategies must evolve if companies are to avoid risk to their DB pension scheme ambitions. Discover the key recommendations from our latest research into FTSE 350 funding.
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.
Barnett Waddingham’s annual analysis of DB schemes in the UK (with assets over £1bn) is now available. As the only research of its kind, it highlights the continued decline in DB schemes and the shifting focus of employers towards the DB pensions endgame.
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.
As part of their most recent actuarial valuation, Tate & Lyle were seeking to continue to de-risk their £1 billion legacy DB pension scheme, but without a significant increase in deficit recovery contributions.
We jointly advised trustees and company on a medically underwritten pensioner buy-in achieving very significant savings of >10% relative to traditional approach – successfully securing around £25m of the pensioner liability at no additional funding cost.
We are delighted to announce the launch of a new business risk practice providing risk management services to corporate clients today. The new practice is to be led by newly appointed associate, Danny Wong.
Barnett Waddingham is thrilled to have been named Business Consultant of the Year 2015 at the inaugural Director of Finance Awards which took place at the Double Tree Hilton, Tower Bridge on 9 July 2015.
Barnett Waddingham has been named as Pension Adviser of the Year at the Corporate Adviser Awards 2015.