For many, this is a significant journey and we are able to help clients in all steps of the process. Our clients range from small to medium firms looking for a full range of expert advice and support to the largest firms who are typically looking for independent technical and validation support.
The Packaged Retail and Insurance-based Investment Products (PRIIPs) regulations came into force on 1 January 2018, requiring all providers of PRIIP providers to have a Key Information Document (KID) available online from 3 January 2018.
Is the tax man at it again? This blog looks at the removal of capital gains indexation allowance from 1 January 2018.
The House of Commons Treasury Committee published its report on “The Solvency II Directive and its impact on the UK Insurance Industry” on 25 October 2017. Our latest blog looks at the Committees 'shopping list' of topics that it wants the PRA to explore.
The House of Commons Treasury Committee published its report on “The Solvency II Directive and its impact on the UK Insurance Industry” on 25 October 2017. So, what did it find? Our briefing note explores.
We look back over the now almost-forgotten spring and the long-hot summer (if only!) to highlight main points from some of the key regulatory publications over the last six months.
The first public submissions of the Solvency and Financial Condition Report (SFCR) for the majority of firms were published in late May this year.
A recent investigation by Barnett Waddingham has uncovered significant inconsistency in the investment performance of UK with profit funds
This is the third investigation Barnett Waddingham has conducted into the investment strategies of UK with-profits funds.
Our Risk Maturity Benchmarking report is based on market research involving over 100 respondents, and face-to-face meetings with more than 35 business and risk leaders.
We were appointed to advise a client with ~£400m of assets in 2015 and this case study sets out how we worked with the trustees and employer to ultimately reduce risk and increase expected returns while working towards an agreed objective.
We provide a regular funding and investment monitoring service to the trustees of a £40m scheme. We were asked to review the funding and investment strategies of the scheme, in particular with a view of reducing the risk of the deficit increasing further.
A client was looking to develop a financial management plan for the scheme, targeting a fully de-risked and liability matched investment strategy and moving on to buy-out. The plan aimed to strike a balance between reducing risk and business needs.
We were proud to take this award home for the second consecutive year, after being recognised by an esteemed panel of industry experts for our innovative solutions in technology and forward-thinking approach to complex business challenges.
We are pleased to announce the appointment of risk management specialist, Marc Spurling, to our growing Business Risk consultancy. Marc’s legal experience will provide client specific risk management advice across multiple industry sectors.
Barnett Waddingham is pleased to announce the appointment of Scott Cameron as an associate to its newly launched business risk practice.