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Barnett Waddingham
0333 11 11 222
At Barnett Waddingham, our trustee services are designed to support you fully in your role, delivering pragmatic advice and a rapid response. We bring clarity to complex issues such as de-risking, longevity and the impact of legislative change to help you make informed and timely decisions for the benefit of your pension scheme members.

For scheme actuary requirements, full-service actuarial consulting or standalone projects, a bespoke team will deliver to your individual needs, and an experienced partner will remain personally involved at all levels of the work.

We actively support you in effective scheme management, providing easy access to funding and other information via insightful online tools.

We assist with all aspects of pension scheme governance, and provide comprehensive trustee training to enhance your knowledge.

“I would not hesitate in recommending Barnett Waddingham's services as advisers to the Trustees. Throughout their appointment they have delivered a first class service relating to all aspects of Plan matters. The team are highly professional and build strong relationships with their client and the client's other advisers with ease. Their advice is always well researched and thought out, and is both relevant and realistic, and they are highly skilled in understanding the exact needs of their client. They are pleasure to work with and represent good value for money.”
Paula Maguire, Pensions Manager

Our experienced pension administration team is equipped to help with the day-to-day running of your scheme, handling member data sensitively, accurately and securely through our proprietary systems which can be adapted to your exact needs.

We also offer clear and independent investment advice across the full range of pension fund management solutions, based on a thorough understanding of your scheme’s risk profile and objectives.

Our growing client portfolio includes defined benefit (DB) and defined contribution (DC) schemes, hybrid, open and closed schemes, and those in a Pension Protection Fund (PPF) assessment period.

As advisers to around 500 DB pension funds in the UK, we provide tailored services to schemes ranging in size from less than £1 million to some of the biggest schemes valued at over £5 billion. 


Recent highlights include:

  • we now advise over 15% of the FTSE350 companies with a DB scheme
  • assisting in actuarial valuation negotiations between trustees and employers using our interactive on-line funding tool, Illuminate
  • delivering a high-speed valuation for a client requiring certainty over funding negotiations in just six working days after the valuation date
  • working with several schemes to ensure that the PPF accepts 'type A company guarantees' for 2014/15 PPF levy purposes – reducing many prospective levies substantially
  • we have worked with several schemes to improve governance standards recently - examples include the establishment of a business plan and a DC Governance committee
  • helping many schemes to adopt a pragmatic approach to reconciling their GMP data
  • leading several seminars with clients and other pension professionals on the subject of DB to DC transfers post 5 April 2015
  • being involved at the heart of the Defined Ambition (DA) debate, with members of our team participating in various working parties and developing our own innovative collective defined contribution (CDC) pension scheme vehicle
  • providing an innovative buy-out transaction to fix the premium in advance to remove the risk of market fluctuations
  • working with clients to set appropriate triggers for increasing the level of real interest rate hedging on scheme liabilities

Related knowledge and resources

Blogs

  • PATHways 103 - Pension Administration Technical Help

    The 103rd edition of PATHways highlights pensions news and legislation that has particular relevance to what we do in pension administration.

  • Investment Insights - Setting a long-term objective

    With TPR being alert to changing pension schemes and the effects this has on the assets within the scheme, early planning will become vital for our clients. Our latest Investment Insights paper will help you tackle these challenges.

  • Specialist guidance for senior ALMO staff

    Our Executive Pensions team has considerable experience in advising senior ALMO staff on their pension benefits. This briefing note covers substantial changes that have recently taken place in the pensions legislation directly affecting such high-earners.

  • Feb 27 2019
    Webinar - Teachers Pension Scheme (TPS) Valuation: Impact on Employers

    Join Partner and Head of Higher Education; Paul Hamilton as he looks at the recent actuarial valuation of the Teachers’ Pension Scheme (TPS), in particular the impact on independent schools and universities.

    Location: http://bit.ly/TPS-webinar

  • Nov 9 2018
    How does GMP equalisation affect you?

    The high court judgement on the GMP equalisation Lloyds case has been handed down. Does it open the door to the opportunity of genuine pension simplification, or slam it shut? Join our webinar as we discuss what this means for trustees and sponsors;

    Location: Webinar

  • Oct 25 2017
    Implications of the PPF’s Levy consultation

    The Pension Protection Fund's levy consultation sets out draft rules for the PPF levy and significant changes on the way this will be calculated. Join our seminar to discuss the proposed changes with our team of experts in an open forum.

    Location: Webinar

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