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Barnett Waddingham
0333 11 11 222
We provide the full range of actuarial services to the trustees of defined benefit (DB) pension schemes based on a culture of providing all of our clients with a high quality, professional service through strong personal relationships and tailored solutions while remaining competitive on fees.

This range of actuarial services includes advising on:

  • actuarial valuations using our proprietary interactive system, 'Illuminate' which enables the trustees to analyse the relationship between funding, investment and employer covenant;  funding negotiations with the employer; liaison with The Pensions Regulator; and any other valuation services as required by trustees
  • interim funding reviews, including the option for trustees to use our on-line tools to monitor changes to the funding level (and/or buy-out level and other funding measures) in between the formal valuations
  • integrated funding and investment strategies and de-risking frameworks
  • longevity analyses
  • scheme amendments, mergers, discontinuance, annuity buy-ins, buy-outs and scheme wind-up
  • employer cessation events and apportionment arrangements
  • actuarial factors for commutations, early/late retirements, transfers and other individual calculations
  • scheme governance and trustee training
  • changes in legislation, codes of practice and market practice

Significant experience:
  • we have over 50 Scheme Actuaries who are appointed to over 370 DB pension schemes
  • we provide tailored services to scheme trustees with fund sizes ranging from £1 million to £5 billion
  • the full range of services is provided from each of our eight offices across the UK
  • teams are made up of experienced advisers who are either professionally qualified or are studying for professional exams as part of our extensive professional training and development support. We currently employ 147 qualified actuaries

Related knowledge and resources

Blogs

  • Picture for The rise of the master trust
    The rise of the master trust

    As the number of authorised master trusts rises to six, we thought it was worth considering the impact of the authorisation regime so far, good and bad.

  • Picture for Helping members understand their transfer options
    Helping members understand their transfer options

    Transferring from a DB scheme is a major decision for members and there are many factors that should be taken into account. Simon Taylor offers advice to these members to understand their transfer options.

  • Picture for Helping employers with Plumbing Scheme debt challenges
    Helping employers with Plumbing Scheme debt challenges

    With debt illustrations starting to land on the desks of employers, Chris Hawley and Matthew Giles of Squire Patton Boggs offer advice on the arising issues and challenges presented to employers due ‘the Plumbing Scheme’

  • The DB pension transfer process

    Transferring from a DB scheme is a major decision for members and there are many factors that should be taken into account. Simon Taylor, Partner offers advice to these members to understand their transfer options.

  • GMP equalisation and conversion

    We have developed a streamlined process to carry out GMP equalisation and potentially conversion and simplification too. An outline of what this will look like is available to download.

  • The DB Odyssey

    With fewer DB pension schemes open to new joiners, many DB schemes are now on the long road to their end. This makes it increasingly important for trustees and employers to think carefully about what they are trying to achieve in the long term.

  • Nov 29 2016
    A practical guide to Integrated Risk Management

    During this webinar, our experts will share their insights on the pragmatic application of Integrated Risk Management and how this can benefit your scheme.

    Location: Webinar

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