Supporting senior staff through the complex changes to pension taxation and the implications on their benefits will be key to achieving your strategic objectives.
We have a dedicated Executive Pensions team, led by Bhargaw Buddhdev and Graham Cooper and supported by a specialist team of six staff, who provide expert help for senior individuals on their pension arrangements and to deal with the implications of pension taxation changes.
We have considerable experience in advising the senior staff of Higher Education (HE) institutions, particularly on the various changes to the LTA and AA which have been introduced since 2011, and how they impact on members of the Universities Superannuation Scheme (USS), Teachers’ Pension Scheme (TPS) and Local Government Pension Scheme (LGPS).
One of our strengths is our ability to make complex subjects clear thereby giving more time to consider important issues. We avoid unnecessary jargon so that the message is not lost in the detail. We give clear, concise explanations of technical issues and prompt pragmatic advice.
In this blog, we consider some of the options open to the Chancellor, the loose ends still to be tied up and some of the steps that individuals might consider in advance; in case options are restricted on 22 November.
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.
A vote to leave the EU, a new Prime Minister and a new direction of travel for the country – Brexit has profound implications for us all. But what does Brexit mean for UK pensions?
We are pleased to present the results of our eighth survey of the assumptions adopted by UK universities for determining the value of their pension liabilities for accounting purposes.
High earners could find themselves footing large tax bills as a result of reduced pensions annual allowance (AA) and llfetime allowance (LTA).
With ongoing discussions in relation to the USS very much in mind, we're thinking about the challenges faced by those who want to provide DB benefits for the future, and the ways in which multi-employer schemes can affect different employers differently.
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 eighth annual survey of the assumptions adopted by UK universities for determining the value of their pension liabilities for accounting purposes.
This is our seventh annual survey of the assumptions adopted by UK universities for determining the value of their pension liabilities for accounting purposes.
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.
Barnett Waddingham has announced the promotion of three of its staff to the position of partner and 15 to associate, ensuring continued business growth and success.