The analysis looks at how things stand now and projects how things will look five to ten years in the future. By examining cohorts and slicing data in a variety of ways, GEM provides a detailed membership breakdown of their defined contribution (DC) pension.
This in turn helps our Investment team when looking at investment strategies, financial modelling and also provide insight into the work of our engagement team amongst other things.
We can also benchmark against auto-enrolment legislation and/or the Pension Quality Mark criteria.
Mark Futcher and Jonathan Watts-Lay, director at Wealth at Work offer their own compelling insights into the changing face of the retirement landscape in this interview with PMI TV.
In the third and final blog in his series, Damian Stancombe follows the employee journey through to its conclusion, focussing on the 50+ age group – the Golden Years - as David Bowie famously sang about.
In the second of his blogs looking at the employee savings journey, Damian Stancombe picks up with the 30-49 age band and considers what financial priorities the middles ages are focussing on, and whether this period is in fact more akin to the dark ages.
The Budget 2016 might not have seen the widespread changes to the pension taxation system that many had been anticipating – however, there are still key pension considerations to be aware of in the new tax year.
Our ‘Generation WHY? study, now in its third year, highlights important generational attitudes and perspectives towards money matters as well as savings and how personal affluence affects outlook.
Barnett Waddingham is delighted to have been recognised as the UK’s DC adviser of the year, and the leading DC technology provider of the year at the Pensions Insight DC Awards 2016.
We have promoted three of our associates to the position of partner, taking the firm’s total number of partners to 64.
Barnett Waddingham has been named as Pension Adviser of the Year at the Corporate Adviser Awards 2015.