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Barnett Waddingham

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  • SSAS & SIPP Spring 2019 Update
    SSAS & SIPP Spring 2019 Update
    James Jones-Tinsley Recorded: Mar 13 2019 62 mins
    This webinar will provide an update of all that is going on in the world of self-invested pensions, against a backdrop of significant constitutional change within the UK.

    We’ll be covering various hot SSAS and SIPP topics, including pensions tax relief, development of the Lifetime Allowance, evolving regulatory practices and transfers-in from defined benefit schemes.
  • TPS valuation- Impact on employers
    TPS valuation- Impact on employers
    Paul Hamilton, Partner - Barnett Waddingham & Cat Ellis, Senior Associate - Eversheds Sutherland Recorded: Feb 27 2019 45 mins
    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.

    Paul will be joined by Cat Ellis, Senior Associate at Eversheds Sutherland.


    Key findings include:

    Why has this led to significantly higher contributions being required from September 2019?

    What choices do employers have regarding their participation in the scheme?

    What are the pros and cons of the TPS compared to other possible pension arrangements?
  • Speaker Training: SSAS and SIPP Adviser and Member Seminars – February 2019
    Speaker Training: SSAS and SIPP Adviser and Member Seminars – February 2019
    James Jones-Tinsley Recorded: Jan 29 2019 66 mins
    Catch-up on the world of self-invested pensions with our series of SSAS and SIPP Seminars for Advisers and Members that are taking place around the country during February 2019.

    With the tax year end approaching, professional advisers will need to be ready to answer client questions comfortably, whilst scheme members will need to be ‘in the know’ regarding current pension legislation, whether they are building up their retirement fund, or drawing benefits.

    Keep up-to-date on the latest in self-invested pensions, and meet our SSAS and SIPP Client Managers at a location near you.

    We’ll be covering various hot SSAS and SIPP topics, including pensions tax relief, the Lifetime Allowance increase and transfers-in from defined benefit schemes.
  • Evolving DC governance: meeting member needs
    Evolving DC governance: meeting member needs
    Senior Client Relationship Managers Martin Willis & Andy Parker - Barnett Waddingham Recorded: Jan 25 2019 34 mins
    Our DC Conference 2018 helped delegates put themselves in their members’ shoes. Focusing on understanding the experiences, challenges and thought processes of members to give a wider perspective, it aimed to enable them to make better decisions for their scheme.

    If you were unable to attend the conference, or wish to recap on some of the key messages, we are running a series of bite-size 30 minute webinars to cover some of the key topics discussed:

    Providing a good pension scheme for members isn’t just about establishing a solution that’s right at a given point in time. In a world where both legislation, products and most importantly of all member needs are constantly evolving, ongoing governance is vital to ensure DC arrangements remain suitable. With reference to another case study, we look at how a well-designed governance structure can prepare a scheme for future challenges that might arise. This includes:
    • Consideration of how governance fits into organisational philosophies
    • Member and likely outcome analysis
    • Tailoring strategy to the scheme membership
    • Wider benefit integration
    • Delivering change
    • Engagement strategies
  • DC infrastructure: the Mitchells & Butlers case study
    DC infrastructure: the Mitchells & Butlers case study
    Senior Client Relationship Managers Martin Willis & Andy Parker - Barnett Waddingham Recorded: Dec 19 2018 34 mins
    At our DC Conference, we helped delegates understand the experiences, challenges and thought processes of their members to enable them to make better decisions for their scheme – truly putting themselves in their members’ shoes.

    If you were unable to attend the conference, or wish to recap on some of the key messages, we are running a series of bite-size 30 minute webinars to cover some of the topics discussed.

    In this webinar, we examine the pension scheme journey of Mitchells & Butlers, one of the largest operators of restaurants, pubs and bars in the UK. Both company and trustees worked together to deliver a market-leading DC scheme with better outcomes for members at its core.

    From the drivers of change and initial objectives, all the way through to analysis and scheme design – we’ll take you step-by-step through the project; including investment options, provider assessment, implementation and review.
  • Pensions issues for Financial Advisers: what the next Budget can’t avoid
    Pensions issues for Financial Advisers: what the next Budget can’t avoid
    James Jones-Tinsley - Self-Invested Technical Specialist, Barnett Waddingam Recorded: Dec 12 2018 42 mins
    While a dearth of pension changes in the October 2018 Budget is generally a welcome thing, our Pensions Technical Specialist James Jones-Tinsley looks at key issues the Chancellor won’t be able to keep dodging and explains why they matter to financial advisers and their clients.

    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.
  • In your members’ shoes: the corporate overview
    In your members’ shoes: the corporate overview
    Senior Client Relationship Managers Martin Willis & Andy Parker - Barnett Waddingham Recorded: Nov 30 2018 30 mins
    At our DC Conference, we helped delegates understand the experiences, challenges and thought processes of their members to enable them to make better decisions for their scheme – truly putting themselves in their members’ shoes.

    If you were unable to attend the conference, or wish to recap on some of the key messages, we are running a series of bite-size 30 minute webinars to cover some of the topics discussed.

    Inspired by the session delivered by Bill McNabb, Chairman of the Board of Vanguard, this webinar will consider how the strategy you bring to your benefit proposition should reflect the organisation’s culture.

    This includes engaging the workforce to ensure optimum service is provided, assessing relative value and "looking forward" to identify future trends for both benefit provision and propositional offering.
  • GMP Equalisation
    GMP Equalisation
    John Cormell FIA, Associate, Barnett Waddingham Recorded: Nov 9 2018 47 mins
    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 firmly shut?
    Join Head of GMP equalisation; John Cormell as he discusses what this means for trustees and sponsors;
    •Funding implications
    •Accounting implications
    •Scheme administration
    •GMP conversion and pension simplification
  • Is your organisation fit for the future?
    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
  • Is CDC the solution?
    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.

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