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Barnett Waddingham
0333 11 11 222
Barnett Waddingham has provided trustee secretarial and pension management services as part of our actuarial and administration services to clients for many years, and have a specialist resource in this area. 

We tailor our services to meet your needs - whether you are looking for a core service, such as taking trustee minutes, or whether you are seeking broader support such as an ’outsourced pension manager‘.

We offer access to support from experienced governance and secretariat specialists who can help relieve the burden of increased workloads placed on trustees’ shoulders.

Secretary to the trustees

The key objective of the secretary to the trustees is to ensure an effective trustee board. The secretary will support the chair to ensure a high level of governance is consistently obtained, as well as keeping the trustees up-to-date and compliant with relevant legislation and The Pensions Regulator guidance.

Secure on-line document library

We offer trustee clients a secure online platform from which they can access the most up-to-date versions of documents direct from our systems through our online system, BWebstream. It brings improved security, efficiency and accessibility to our interactions and gives our clients real-time access to their data. 

Communication support

We are able to support trustees in updating scheme literature and regular member communications, such as newsletters.  Member engagement is an on-going challenge for defined contribution (DC) scheme trustees, a challenge that has increased with auto-enrolment (AE).  We have extensive expertise in producing engaging member communications, which means that we can provide constructive suggestions and recommendations on the approach to such communications, if required.

Bespoke services

Our Pension Management Consultants have broad experience within the pensions industry and can provide you with specialist support when you need it most.  We can provide interim support for in-house Higher Education (HE) pension administration teams at short notice to cover increase in workload due to unexpected projects or absences.  We can help you in designing communication to members, reviewing processes, conducting governance reviews, and by undertaking AE audits.

Further details of our pension management services can be found here.

Related knowledge and resources

Blogs

  • Picture for How professional is your professional trustee?
    How professional is your professional trustee?

    The Regulator published an industry consultation on the future of trusteeship and governance on 2 July 2019. One question asked is whether an accredited professional trustee should be required to sit on every board. This blog explores this further...

  • Picture for Why the role of a specialist trustee scheme secretary is so important
    Why the role of a specialist trustee scheme secretary is so important

    It’s easy for people outside of the pensions world to imagine that the role of scheme secretary is largely made up of arranging lunches, meeting rooms and taking notes. However, far from the in-depth and highly important role that has become a recognised.

  • Picture for Spot the conflict and boost your governance step counter
    Spot the conflict and boost your governance step counter

    Conflicts of interest have long been part of the trustee/employer environment. However, the scope and meaning of what type of conflicts could arise has developed and broadened as governance best practice evolved.

  • 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.

  • Picture for University Accounting Survey - July 2013
    University Accounting Survey - July 2013

    This is our fifth annual survey of the assumptions adopted by UK universities for determining the value of their pension liabilities for accounting purposes.

  • Extra hands and fresh eyes

    Our national Pension Management team has a broad range of experience in the running of pension schemes and can provide tailored support as part of the client’s own team.

  • 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.

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