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.
Analysis and commentary on deficit reduction contributions (DRCs) versus dividends for FTSE350 companies with a DB pension scheme
Our latest blog by Malcolm McLean explores the pros and cons of pension freedoms. Is consumer protection as good as it can be?
HM Revenue and Customs (HMRC) appears to have given up the fight in relation to VAT on defined benefit (DB) pension costs and as predicted, we may now never see a certain Europe-wide VAT ruling applied to pension schemes in the UK. Tyron Potts explores.
In our PerioDiC newsletter, we summarise the trustee, company, and other elements to be aware of which help with running a defined contribution (DC) scheme.
Our Pension Administration Technical Help highlights pensions news and legislation that pays particular interest to what we do in Pension Administration.
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.
Debate and discuss with industry experts on the most pressing investment problems for pension scheme trustees, employers and pension professionals at our 10th annual Birmingham Investment Conference.
Location: The Belfry, Birmingham
Debate and discuss with industry experts on the most pressing investment problems for pension scheme trustees, employers and pension professionals at our London Investment Conference.
Location: 155 Bishopsgate, London
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 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.
Since 31 December 2015 the liability value of a typical pension scheme has increased by 25%. This increase can have real consequences; our webinar will guide you through the simple steps you can take to mitigate these.
During this webinar, our experts will share their insights on the pragmatic application of Integrated Risk Management and how this can benefit your scheme.
50% of employers are concerned that DC is not being used for its primary purpose
Why BWell 2017 questioned full and part time UK workers to determine the overall level of wellbeing and happiness in the workplace.
Highly competitive insurer pricing compared to gilts is providing extremely attractive opportunities for schemes to remove both financial and longevity risks.
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.
As the firm continues to grow and strengthen its Defined Contribution (DC) consultancy capability, our award winning independent DC consultancy team appoints experienced consultant – Andy Parker to our Workplace Wealth team (WHW)
The chancellor has given his Autumn Budget 2017, Malcolm McLean at Barnett Waddingham comments: “After all the pre-budget speculation on pension tax allowances, it came as a relief that no such proposals were made in today’s Budget.
We’re delighted to welcome Peter Meyler to lead our new Workplace Consultancy team. An expert in HR strategy, Peter’s wealth of experience strengthens the existing award-winning Workplace Health and Wealth (WHW) team.