Delivering independent and quality corporate advice, we bring bespoke insights and solutions that are tailored to our client’s needs. Our personal relationship and nimble approach means we provide actionable outcomes.
We are a specialist team with in depth knowledge of the pensions and risk markets for corporate clients. We provide all our clients with innovative solutions that are solely focussed on meeting their goals without being driven by products.
Further information on the specific services we provide can be found below:
Many trustees and employers are actively considering the option of insuring their scheme liabilities with a bulk annuity insurer through a buy-out or buy-in policy. When considering a buy-out or buy-in of a scheme's liabilities, it is important that the trustees and employer prepare carefully for a transaction in advance so that a deal can be completed efficiently.Find out more
The funding positions of pension schemes disclosed in company accounts can be highly volatile. It is vital that company directors understand the possible impact their final salary scheme can have on the company balance sheet and the profit and loss position.Find out more
The ever increasing compliance burden placed on trustees is inevitably leading them to play ‘hard ball’ with their sponsoring employers over the funding of schemes. Therefore, it will often be beneficial for employers to seek independent advice to support their negotiations with the Trustees.Find out more
One of the most financially significant aspects of a corporate transaction is often a pension scheme deficit. The Pensions Regulator and scheme’s trustees are also playing a much greater role in the deal process so it is vital to consider the pension scheme at an early stage.Find out more
Many employers have taken steps to limit their pension scheme exposure by closing their DB scheme to new entrants and increasingly to future accrual. This still leaves them with a legacy liability that needs to be managed. Winding up the scheme immediately is not a viable option for most employers but a coordinated de-risking strategy could be established to exploit opportunities as they arise.Find out more
From ‘Box Clever’ to ‘Walker’, our Head of Pensions Research, Tyron Potts, maps out the ‘A to Z’ of everything you may have missed in the world of pensions this summer.
Building a modern growth portfolio - Have Diversified Growth Funds actually disappointed? Jemma Arfield and Chris Binns explore whether investors are expecting too much.
Our Big Schemes survey shows a significant reduction in the equity holdings of the UK’s largest schemes. While equity allocations have been reducing over a number of years, the step change seen in the last year suggest there are other forces at play.
TPR is due to issue a new code of practice on pension scheme funding in 2020, reflecting new powers for a ‘clearer, quicker, tougher’ regulator and a subtle shift in TPR’s approach to DB scheme funding.
This briefing is for those who will be involved in preparing and auditing pensions disclosures under Accounting Standards FRS102 (UK non-listed), IAS19 (EU listed) and ASC715 (US listed) as at 30 June 2019.
TPR has recently increased its focus on the endgame of UK DB pension schemes. This briefing note explores how companies paying higher dividends than deficit contributions should expect more of a challenge on this from their trustees and the Regulator.
Are bulk annuities a potential option for your scheme? It could be the right time to consider a transaction.
Join our webinar where we will discuss current issues in financial reporting for pension schemes, under IAS19 and FRS102, and the flexibility in assumption setting – which can drastically reduce deficits.
Since 31 December 2015 the liability value of a typical pension scheme has increased by 25%. This increase can have real consequences; our webinar will guide you through the simple steps you can take to mitigate these.
With the DB regulatory regime once again under review, the disparity between payments to shareholders and those paid to close pension scheme deficits will once more be under the spotlight.
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.
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.
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.
Our client, Tate & Lyle, is a global provider of solutions and ingredients for food, beverage and industrial markets, with over 11,500 members of pension and other post-retirement plans in the UK and the USA.
Our client, P&O, has around £1.5 billion of pension liabilities on an IAS19 basis, in three separate defined benefit (DB) pension arrangements.
Our latest research reveals, by diverting an extra 6% of profits into companies’ pension schemes would allow 70% of FTSE 100 DB pension schemes to buyout in the next decade.
Rosie Fantom joins Barnett Waddingham to help drive our bulk annuity services forward, with significant experience in pension scheme de-risking, insurance and regulatory services.
The BHS2 pension scheme has concluded a buyout with Pensions Insurance Corporate (PIC) covering £800 million of liabilities and all of the approximately 9,000 members.