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Barnett Waddingham
0333 11 11 222
We believe that good governance is critical to all pension schemes, whether defined benefit (DB) or defined contribution (DC). We therefore offer a first class trustee secretarial service, delivered by an experienced team including qualified members of the Pensions Management Institute (PMI), which can be tailored to meet your specific needs - whether you need full governance support or someone to take trustee meeting minutes.

We can provide interim support at short notice to cover increases in workload due to unexpected projects or absence.

We offer tailor made on-site training days or workshops to help keep you and your team up to speed with changes in legislation and pension scheme benefit changes.

Pension projects often require long-term planning which may not fit into your resources expertise. We can help you in designing communications to members, reviewing processes and by undertaking governance reviews.

Our experience, breadth of technical knowledge and communication skills makes us ideally placed to provide expert witness reports.

A number of our experts have given evidence in court and many more have prepared expert witness reports under the Civil Procedures Rules.


Recent projects have included:
  • providing resources to support an in-house administrator in order to assist with a peak in calculation activity
  • providing practical guidance to trustees of defined contribution schemes on how to meet their obligations under The Pension Regulator’s Code of Practice No13 covering governance and administration
  • streamlining a new trustee client’s scheme governance documentation in order to make it easier to use
  • when an in-house pension manager became unexpectedly absent during a busy period we stepped in and provided an experienced short-term interim pension manager at short notice

Related knowledge and resources

Blogs

  • Picture for Member engagement – making it matter
    Member engagement – making it matter

    Informed members make informed decisions - but effective engagement doesn’t just happen, it needs a well-defined strategy with clear understanding of where schemes and members are now, where they want to be, and the tools to help them get there.

  • Picture for White paper: evolution not revolution
    White paper: evolution not revolution

    Following last year’s green paper, the Department for Work and Pensions published its long-anticipated white paper, ‘Protecting Defined Benefit Pension Schemes’, giving us a taste of how the pensions industry might be re-shaped in the coming years.

  • Picture for Pensions white paper: looking at long-term funding objectives
    Pensions white paper: looking at long-term funding objectives

    The Department for Work and Pensions published its white paper on Protecting Defined Benefit Pension Schemes. Although not offering much in the way of new legislation, it does encourage The Pensions Regulator to make more of the current legal framework

  • Changes in legislation and pension scheme benefit changes

    Keeping up to speed with changes to comply with the legislative requirements can be extremely time consuming and require complex solutions. We can offer an alternative to hours of resource by providing tailor made on-site training days or workshops.

  • Project management

    Pension projects often involve short-term solutions but can also include detailed long-term planning projects. You may find yourself with a collection of projects which do not fit naturally with your day-to-day responsibilities and/or expertise.

  • Expert witness reports

    Our experience, breadth of technical knowledge and communication skills makes us ideally placed to provide expert witness reports. A number of our experts have given evidence in court and many more have prepared expert witness reports.

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