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Barnett Waddingham
0333 11 11 222
Our strategy for delivering advice to Higher Education (HE) institutions is centred on understanding.
  • We need to understand your aims and concerns in respect of your pension strategy.
  • You need to have a good understanding of the financial sustainability of the benefits promised (in particular any defined benefit (DB) schemes).
  • Your staff need to understand how the various pensions options they have interact, and engage with their benefits to get the most value from them.
  • We have an in depth understanding of the HE Sector.
Key to our approach is working in partnership with you, and ensuring we understand your requirements.
  • What does a successful pension strategy look like for you?
  • Who are the key stakeholders, and what are their needs and preferred ways of working?
  • What are the main worries about pensions, that you need to work to avoid?

We do not provide a ‘house’ approach, or off-the-shelf advice, but nor do we look to over-engineer our solutions.

We are 100% owned by our partners, and this means we can take an independent approach to our business, focussing on the needs of our clients, rather than trying to maximise profits in the short-term, leading to long-term, successful client relationships.

SERVICES FOR HIGHER EDUCATION INSTITUTIONS

Related knowledge and resources

Blogs

  • Picture for Decoding pension scheme benefit design
    Decoding pension scheme benefit design

    Most private sector pensions accrual in the UK is now on a DC basis. When legislators think about DB, it is only to worry about protecting past service benefits; never to wonder about whether the framework for future benefits is fit for purpose.

  • Picture for Don’t give up on USS?
    Don’t give up on USS?

    On Friday 17 November, Universities UK (UUK) said that they want all staff in the Universities Superannuation Scheme (USS) to earn only defined contribution (DC) benefits going forward. Paul Hamilton shares his expertise on the matter.

  • Picture for Understanding risk: our summer project with the University of Liverpool
    Understanding risk: our summer project with the University of Liverpool

    We joined forces with students from the University of Liverpool’s Institute of Financial and Actuarial Mathematics (IFAM) to undertake a research project to understand the way in which the key risks facing the University can be quantified and modelled.

  • Sep 12 2019
    Teachers’ Pension Scheme: the Impact on Independent Schools | Amersham

    Following the recent actuarial valuation of the Teachers’ Pension Scheme, from September 2019 independent schools will have to fund significantly higher contributions. Our roundtable (specifically for independent schools) will discuss schools options in detail.

    Location: Barnett Waddingham, Amersham

  • Feb 27 2019
    Webinar - Teachers Pension Scheme (TPS) Valuation: Impact on Employers

    Join Partner and Head of Higher Education; Paul Hamilton as he looks at the recent actuarial valuation of the Teachers’ Pension Scheme (TPS), in particular the impact on independent schools and universities.

    Location: http://bit.ly/TPS-webinar

  • Jul 11 2017
    To DC or not DC? Should you implement a Defined Contribution (DC) pension scheme?

    With Defined Benefit (DB) schemes in the Higher Education sector seeing a steady increase in costs, institutions are considering whether to move a proportion of their staff onto a DC scheme. We look at key issues when thinking about setting up a DC scheme

    Location: Webinar

  • Jul 19 2016
    Webinar - USS from October 2016: Engaging with combined DB and DC pensions

    Are you wondering how to educate and inform your senior staff about the changes to the USS benefits planned in October? Two of our leading experts, Paul Hamilton and Julia Turney are hosting a webinar to help offer some clarity on the changes and complexity that Investment Builder (the new defined contribution section) will bring when it’s launched in October 2016.

    Location: Webinar

  • Picture for University Accounting Survey
    University Accounting Survey

    This is our eighth annual survey of the assumptions adopted by UK universities for determining the value of their pension liabilities for accounting purposes.

  • Picture for University Accounting Survey
    University Accounting Survey

    This is our seventh annual survey of the assumptions adopted by UK universities for determining the value of their pension liabilities for accounting purposes.

  • Picture for University Accounting Survey - July 2014
    University Accounting Survey - July 2014

    This is our sixth annual survey of the assumptions adopted by UK universities for determining the value of their pension liabilities for accounting purposes.

  • Long service and implications on annual allowance

    We were asked to advise a leading University in relation to its senior staff. Particular issues arose with one senior staff member with long service and he had exceeded the Annual Allowance (AA) (£50,000) in each of the last 3 tax years.

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