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Barnett Waddingham
0333 11 11 222
We work in partnership with our clients to understand their pension issues and challenges to provide tailored solutions.

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:

Strategic advice

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.

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More flexible working practices and greater diversity in the workplace have resulted in greater variety in employee benefit packages. 

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Business as usual services

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. 

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Stochastic modelling techniques are used to place a ‘fair value‘ on share-based payments from all types of Executive and Employee share plans in order to determine the company balance sheet and the profit and loss position under IFRS 2.

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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.

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The levy is often a significant expense for an employer to bear and although addressed to the trustees the cost will ultimately fall on the employer. It is therefore important for employers to explore every possible option for minimising the levy. 

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Specialist services

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. 

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When taking on staff as part of an outsourcing arrangement, employers may become responsible for the employees’ historic pensions promises, meaning any unexpected costs from the pensions could dwarf any other margins in the contract price.

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Provision of actuarial services to employers who participate in non-associated multi-employer schemes. This includes support on actuarial valuations, employer debt and de-risking options.

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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. 

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Related knowledge and resources

  • 2019 actuarial funding valuations - from an Employers viewpoint

    TPR has published its annual funding statement, aimed at trustees and sponsoring employers of DB pension schemes undertaking scheme funding valuations. It provides guidance on expectations and indicates how they intend to step up their oversight.

  • Lifetime Allowances and Life Cover through Excepted Group Life Policy

    From 2019/20 the LTA will be £1,055,000 and there's been a continued increase in the use of EGLPs for employees who already have a high level of benefit in a registered scheme. This briefing talks about an important change to eligible beneficiaries.

  • TPR: Annual Funding Statement 2019

    The Pensions Regulator (TPR) has published its annual funding statement for 2019, aimed at trustees of Defined Benefit (DB) pension schemes undertaking scheme funding valuations with an effective date between 22 September 2018 and 21 September 2019.

  • Jun 4 2019
    Pension Strategy Breakfast Roundtable | Midlands

    Held at key locations across the UK, our breakfast sessions will provide finance, HR,CEO's and pension directors with food for thought as well as the opportunity to discuss key issues with peers.

    Location: Hogarths Hotel, Solihull, Birmingham

  • Picture for Exploring European companies with UK schemes
    Exploring European companies with UK 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 A turning point for FTSE350 pensions?
    A turning point for FTSE350 pensions?

    After a number of difficult years, our 8th annual report on the pension provision of the FTSE350 shows that 2017 is hoping to be the turning point for the defined benefit (DB) pension schemes of the UK’s largest public companies.

  • Picture for Exploring DB schemes internationally: Dutch companies with UK schemes
    Exploring DB schemes internationally: Dutch companies with UK schemes

    This survey relates to Dutch companies, almost all of which are constituents of the AEX index, that have UK subsidiary companies with defined benefit (DB) pension schemes.

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