Our HE team, led by Paul Hamilton, Partner and Head of Higher Education, have built a reputation for our ability to identify key challenges and help our clients respond to these promptly.
Our HE-specific experience stretches over 20 years and includes advice across a top-tier client list, spanning the UK and including both Russell Group and post-92 universities.
The team is superbly equipped to advise scheme trustees and institutions on defined benefit (DB) and defined contribution (DC) matters ranging from pension scheme funding and investment right through to handling administration smoothly and efficiently, together with applying state of the art technology to support these schemes, as well as risk management, staff well-being and pension tax matters.
Our expertise extends across the Universities Superannuation Scheme (USS), Local Government Pension Scheme (LGPS), Teachers Pension scheme (TPS) and other nationwide schemes. We also advise extensively on university Self-Administered Trusts (SATs) and DC schemes.
As sponsors of BUFDG’s annual conference and regularly asked to speak at industry events, we are right at the heart of industry debate and can add real value to you quickly.
Click on the links below to find out how we help both trustees of SATs as well as HE institutions more generally.
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.
The UK public has voted to 'leave' the EU. In our latest blog we look at the impact on markets and UK pension schemes, including accounting, funding and regulation.
In our latest blog we look at the Pensions Lifetime Savings Association's new guides for employers participating in the LGPS - designed to help them navigate the significant legal, financial and administrative hurdles this poses.
Our Higher Education (HE) experience stretches over 20 years and includes advice across a top- tier client list, spanning the UK. In this newsletter, we bring you the latest news on pensions and other business risks within the HE sector.
There have been substantial recent changes in pensions legislation affecting high-earners. As a result, senior university staff may now face tax charges on their ongoing pension savings.
Our Executive Pensions team has considerable experience in advising head teachers and senior staff on their pension benefits. This briefing note covers recent, substantial changes in the pensions legislation directly affecting such high-earners.
Our interactive webinar on Tuesday 21 February will offer a clear explanation of the important changes to pension taxation – helping you to provide the right support your staff.
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.
This is our sixth annual survey of the assumptions adopted by UK universities for determining the value of their pension liabilities for accounting purposes.
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.