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Barnett Waddingham
0333 11 11 222
Our expertise in the charities and not-for-profit sector extends across a wide of range of areas.

We provide a full range of services in relation to defined benefit (DB) and defined contribution (DC) pension arrangements sponsored by employers in the sector. This includes actuarial, investment and administration services to pension fund trustees, as well as advice to employers sponsoring these arrangements.

We have also provided advice to a number of organisations participating in multi-employer arrangements such as those operated by TPT Retirement Solutions (formerly the Pensions Trust).

In addition to our pension related services, we have advised a number of charities on the investment of trust assets.

Specifically within the sector, our clients include:

Related knowledge and resources

Blogs

  • News on Pensions December 2016

    In our latest edition of News on Pensions we bring you most recent news from The Pension Protection Fund, The Pensions Regulator and The Department for Work and Pensions.

  • News on Pensions November 2016

    In our latest edition of News on Pensions we bring you the latest news from The Pension Protection Fund, The Pensions Regulator and The Department for Work and Pensions.

  • Current Pensions Issues Autumn 2016

    This edition of Current Pensions Issues includes updates on a further deadline extension to HMRC's guidelines on VAT on pension costs, the Treasury's proposal to use DC funds to pay for retirement advice and a review of other current pensions tax issues.

  • Picture for German companies with UK defined benefit schemes
    German companies with UK defined benefit schemes

    This survey examines German companies, the majority of which are constituents of the DAX index, which have UK subsidiary companies with DB pension schemes. The survey covers 21 German companies with around £26.4bn of UK pension liabilities between them.

  • Picture for European companies with UK defined benefit schemes
    European companies with UK defined benefit schemes

    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.

  • Picture for Why BWell? Survey 2016
    Why BWell? Survey 2016

    We surveyed over 300 employees throughout May and June 2016, across a wide range of locations, age groups and affluence levels. Comparing trends and results from last years survey, we reveal insights into what wellbeing in the workplace looks like today.

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