We bring clarity to complex issues such as pensions buy-outs, M&A, financing and cost management, helping you make informed and timely decisions for the benefit of your company.
Our consultants’ extensive knowledge is backed by a commitment to research and a suite of proprietary online tools and software that enable us to offer unique insights and a personalised, flexible service for our clients. An experienced partner will assemble a bespoke team, tailored to your exact needs, and will remain personally involved at all levels of the work.
Our expert actuarial and investment advice can help you make sense of scheme funding valuation negotiations, liability transfers, investment and de-risking strategies, mergers and acquisitions, and PPF levy advice.
We work solely in your interests as scheme sponsor, to avoid potential conflicts. However, our extensive experience advising trustees of other schemes helps us to anticipate emerging issues, leading to smoother negotiations.
Through our specialised DC consultancy, we advise employers in delivering appropriate DC pension strategies to attract, motivate and retain staff. Our experienced communications team can help you promote those benefits in print, online or face to face to maximise engagement with your workforce.
Our wellbeing team provides consultancy, administration and re-broking services on all health and risk policies. We also have an innovative market leading wellbeing solution called BWell which focuses around analysis, prevention and intervention. Our philosophy to wellbeing and the benefits associated with wellbeing centres around building a solution bespoke to our clients and their culture that benefits the employee through protection, education and engagement but also provides a real return to the employer on their benefits investment.
Our executive pensions service offers advice to employers on tax-efﬁcient pension provision for directors and senior executives. Working with HR, finance teams and remuneration committees, we can help develop retirement strategies for the mutual benefit of you and your staff.
Our growing client base includes medium-sized companies as well as larger firms and multinationals based in the UK and Europe.
It is a great time to take a deep breath and do our own annual financial health check. The findings of Barnett Waddingham’s fourth annual “Generation WHY?” survey does just this; providing an insight into the financial wellbeing of the UK workforce.
Now is a good time for companies with June year-ends to consider how their pension scheme liabilities will affect their balance sheet - despite recent falls in equity markets IAS19 funding levels are likely to have held up reasonably well.
The Government published its much anticipated white paper ‘Protecting Defined Benefit Pension Schemes’ on Monday 19 March. Here we outline for employers the three main issues it addressed.
Our latest Current Issues in Pensions Financial Reporting newsletter details the key financial assumptions required for determining pension liabilities under the FRS102 (UK non-listed), IAS19 (EU listed) and ASC715 (US listed).
Our latest note outlines some of the considerations that should be taken if a new employer becomes an admission body within an LGPS Fund under a pass-through arrangement. Read the note to find out more.
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.
Our annual Pensions Trustee Conference will take place on 1 May 2018 in London. Register your interest now.
Location: etc. venues, County Hall, London
Our half day event in Bristol will give you a summary of the hot topics covered at the annual London conference. Would you like to find out more? Register your interest today.
Location: Orega, Bristol
Our half day event in Birmingham will give you a summary of the hot topics covered at the annual London conference. Would you like to find out more? Register your interest today.
Location: etc. venues, Birmingham
Join Peter Meyler, Head of Workplace Consultancy as he shares his expertise on why organisational health is vital to achieving long term, sustainable business success during an interactive webinar.
Are bulk annuities a potential option for your scheme? It could be the right time to consider a transaction.
Our interactive webinar on Tuesday 21 February will offer a clear explanation of the important changes to pension taxation – helping you to provide the right support your staff.
Surveying the financial wellbeing of 3,000 people, we've discovered some stark findings on how prepared the current UK workforce is for retirement.
An analysis of DB schemes in major Italian and Spanish companies with UK subsidiaries.
50% of employers are concerned that DC is not being used for its primary purpose
We have provided actuarial and investment services to a £20m pension scheme, whose sponsoring employer is a design and manufacturing company in the aerospace industry.
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.
The latest employment figures from the ONS include some good news for the prospect of further pension saving opportunities for women and older workers.
Minimum contributions increase to 5% on 5 April. Whilst increases are a good solution from a pensions perspective, our research suggests there is a possibility the increases could negatively impact people’s finances, resulting in more people opting out.
In its Pensions Freedom report published today, the Work and Pensions Committee recommends that every pension provider offering drawdown should be required to offer a default decumulation pathway.