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.
Communications will end up unread in the bin unless they remember what they’re for and provide relevant information targeted to the intended audience, explains Damian Stancombe.
With conversation particularly around retirement, we explore the FCA’s retirement outcomes review and the possible risks and solutions.
Did you know that one of the most significant trends emerging for employers who sponsor a DB pension scheme, was the rise in transfer values paid out to scheme members who have yet to draw their pension?
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).
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.
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
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.
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.
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
Why BWell 2017 questioned full and part time UK workers to determine the overall level of wellbeing and happiness in the workplace.
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 are delighted to appoint experienced actuary and pensions litigation specialist Mark Stocker to the growing Corporate Consulting team.
It was confirmed that The Financial Conduct Authority (FCA) and The Pensions Regulator (TPR) are working together on a pensions regulatory strategy which will set out how they will work together in the pensions sector in the next 5-10 years.
ONS have released its latest data in relation to pension provision by the self-employed, Malcolm McLean, senior consultant at Barnett Waddingham believes these latest figures show the “how big the problem is.”