Barnett Waddingham
Self-Invested Pensions: post-Budget 2018
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James Jones-Tinsley - Self-Invested Technical Specialist, Barnett Waddingam
Speculation surrounding the future of pensions tax relief and a further reduction in the Annual Allowance means that this year’s earlier-than-usual Autumn Budget will be closely watched by pension professionals.
The Chancellor needs to find the money from somewhere to meet the promised extra funding for the NHS, amongst other things, and recently described pensions tax relief as “eye-wateringly expensive”.
Once the dust has settled, join our interactive webinar hosted by Self-Invested Pensions Technical Specialist, James Jones-Tinsley, who will guide you through all the implications - and key topics of discussion - arising from the Budget announcement.
For Financial Advisers and other professionals, the webinar will be eligible for CPD purposes.
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The Chancellor needs to find the money from somewhere to meet the promised extra funding for the NHS, amongst other things, and recently described pensions tax relief as “eye-wateringly expensive”.
Once the dust has settled, join our interactive webinar hosted by Self-Invested Pensions Technical Specialist, James Jones-Tinsley, who will guide you through all the implications - and key topics of discussion - arising from the Budget announcement.
For Financial Advisers and other professionals, the webinar will be eligible for CPD purposes.
Dec 12 2018
11:00 am
UTC
60 mins
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Is your organisation fit for the future? Peter Meyler, Head of Workplace Consultancy, Barnett Waddingham Recorded: May 23 2018 49 mins
The value created by employees in a healthy organisation is vital to achieving long-term sustainable business success. How healthy is your organisation? It could be time for a check-up.
To receive event invitations, blogs and newsletters from Barnett Waddingham please visit www.barnett-waddingham.co.uk/sign-up- BrightTALK
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Is CDC the solution? Paul Hamilton, Barnett Waddingham and Rajish Sagoenie, Milliman Pensioenen Recorded: Mar 22 2018 39 mins
Defined benefit pension schemes with future service benefits have been largely forgotten by the DWP and the Pensions Regulator, but future service costs can cause even more problems (for those employers that do wish to provide them) than the well-publicised past-service deficits.
A few high profile schemes, such as Royal Mail, have started to ask for legislative changes to allow “Collective DC” (or CDC) schemes to be used in the UK. Barnett Waddingham Partner, Paul Hamilton looks at how DB future accrual works (or doesn’t work) in the UK, and is joined by Rajish Sagoenie, Managing Director of Milliman Pensioenen in The Netherlands to talk through his experiences of working with CDC schemes there.- BrightTALK
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Could a buy-in or buy-out be right for your scheme? Gavin Markham, Partner and Head of Bulk Annuities and Chris Hawley, Associate - Barnett Waddingham Recorded: Feb 23 2018 45 mins
Are bulk annuities a potential option for your scheme? It could be the right time to consider a transaction. Buy-ins can play an important role in any de-risking journey – offering an effective way of removing both financial and demographic risks.- BrightTALK
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SSAS and SIPP Adviser Webinar James Jones-Tinsley Recorded: Feb 22 2018 50 mins
The approaching tax year end is the time when most people examine their personal and company finances.
To help professional advisers be ready for client questions at a time when every minute counts and travelling time is unwelcome – we’re hosting a live webinar with a strong technical focus in February.
Join us live to watch and ask questions, or catch up when you can to keep in perfect technical tune.- BrightTALK
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Death by Actuarial Reports Kim Durniat - Partner and Head of Life Consulting and Amit Lad - Actuary, Barnett Waddingham Recorded: Feb 21 2018 42 mins
There is no getting away from it - actuarial reports are a fact of life and are here to stay.
Important and material information can easily get lost in long technical and “boring” reports. This makes it difficult for report users such as committees and boards to identify the key issues, and increases the risk of suboptimal decision-making.
It is unlikely that any actuarial report will ever win the Man Booker prize, however, there are many things you can do to make the writing process easier and make the report less dreaded by its users.
This webinar will cover how to improve the writing process of reports and make long, technical and “boring” reports a thing of the past.- BrightTALK
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Pension financial reporting – your year-end insights Adam Poulson, Head of Corporate Consulting in the North Recorded: Nov 29 2017 37 mins
Join our webinar where we will discuss current issues in financial reporting for pension schemes, under IAS19 and FRS102, and the flexibility in assumption setting – which can drastically reduce deficits.
As mentioned in recent news articles, Tesco reduced their balance sheet deficit by nearly £3bn. We will explore this and help you understand what reasonable changes you can make under the standards - reducing your pension balance sheet.
We’ll take you on a journey in understanding year-end market conditions and why you should reconsider your year-end methodology.- BrightTALK
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How to produce KIDS for Category 2 PRIIPS Scott Eason - Partner, Patrick Gloster - Actuary Barnett Waddingham and Richard Brown, Johnston Carmichael Recorded: Nov 3 2017 34 mins
In this webinar we will demonstrate how easy it is to create Key Information Documents (KIDs) for Packaged Retail and Insurance-Based Investment Products (PRIIPs), in line with the new regulations coming into force on 1 January 2018, using Barnett Waddingham’s KIDs for PRIIPs tool. Throughout the demonstration, we will discuss the key inputs and decisions required to ensure compliance.- BrightTALK
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Implications of the PPF’s Levy consultation Chris Ramsey FIA, Associate, Barnett Waddingham Recorded: Oct 25 2017 43 mins
The Pension Protection Fund (PPF) released a consultation on 27 September 2017, setting out draft rules for the PPF levy and significant changes on the way this will be calculated. The changes are designed to improve the fairness of the levy, but will inevitably lead to winners and losers and for some schemes, the change in levy will be very significant.
We’ll be looking at the impact of the PPF’s proposals and what actions trustees and employers can take to reduce their levy.- BrightTALK
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What's Brewing in Pensions James Jones-Tinsley, Self-Invested Technical Specialist, Barnett Waddingham LLP Recorded: Oct 3 2017 43 mins
A short round-up of topical matters regarding pensions; particularly given the political and economic backdrop arising from the General Election result, and the start of the Brexit negotiations.- BrightTALK
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How to cope with KIDs (Key Information Documents) Amit Lad - Actuary, Patrick Gloster - Actuary, Scott Eason, Partner, Insurance Consulting – Barnett Waddingham Recorded: Sep 22 2017 50 mins
In this webinar we will demonstrate how easy it is to create Key Information Documents (KIDs) for Packaged Retail and Insurance-Based Investment Products (PRIIPs), in line with the new regulations coming into force on 1 January 2018, using Barnett Waddingham’s KIDs for PRIIPs tool. Throughout the demonstration, we will discuss the key inputs and decisions required to ensure compliance.- BrightTALK