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.
John Hoskin looks at CP16/17. This is not 'just another' consultation paper on PRA fees.
The Ministry of Justice closed their consultation recently into how the Ogden discount rate should be set in the future. In this blog we will look the core issues examined in the consultation paper and what could happen next.
Struggling with the Solvency II quantitative reporting templates (QRTs) and UK National Specific Templates (NSTs)? John Hoskin sets out the information that firms need to consider when completing their submissions.
The first public submissions of the Solvency and Financial Condition Report (SFCR) for the majority of firms were published in late May this year.
It may feel like there’s plenty of time before the Solvency and SFCR and RSR submission deadlines, but the scattered nature of the regulation and the high volume of information required make the task of preparing the reports far from trivial.
We welcome the effort that the FCA has put into the TR16/2 review. Focusing on good customer outcomes has always been important for well-run life insurers and we agree on the importance of considering all customers throughout the duration of their policy.
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.