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
As part of your strategic plan you need to attract and retain high quality academic and professional staff, who may be facing lifetime allowance (LTA) or annual allowance (AA) tax charges, either now or in the future.

Support

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.

Experience

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).

Clarity

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.

SERVICES FOR HIGHER EDUCATION INSTITUTIONS

Related knowledge and resources

Blogs

  • Picture for All change for the Autumn Budget 2017…
    All change for the Autumn Budget 2017…

    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.

  • Picture for Understanding risk: our summer project with the University of Liverpool
    Understanding risk: our summer project with the University of Liverpool

    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.

  • Picture for What does Brexit mean for UK pensions?
    What does Brexit mean for UK pensions?

    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?

  • Jul 19 2016
    Webinar - USS from October 2016: Engaging with combined DB and DC pensions

    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.

    Location: Webinar

  • Picture for University Accounting Survey
    University Accounting Survey

    This is our eighth 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.

Updates delivered to you

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