I agree We use cookies on this website to help us provide the best user experience. By browsing this site you agree to their use - more information is available here.

Barnett Waddingham
0333 11 11 222
The past few years have been a time of fast-paced change in the Higher Education (HE) sector and Barnett Waddingham have been at the forefront of addressing some of these changes.

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.

“Paul attended a meeting of our full Board of Governors, and made insightful contributions to a discussion to the future of pensions in the sector. He clearly explained the risks around pensions, and effectively tailored his commentary to our institution. Members of our Board reported that the session had been extremely valuable in guiding them through the complexities of this significant issue for the HE sector.”
Dr Robin Kirby
Secretary to the Board of Governers, Falmouth University

BUFDG

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.

Services for trustees of Self-Administered Trusts

Services for higher education institutions

Related knowledge and resources

Blogs

  • HEads up: news on pensions and other business risks within the Higher Education sector

    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.

  • Specialist advice for senior university staff

    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.

  • Specialist guidance for head teachers

    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.

  • 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
    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.

Register for your choice of email alerts

Stay ahead with our latest comment, expert insight and event details.