Barnett Waddingham
The actuarial valuation of the USS - key challenges for DB schemes
Save your seat
Paul Hamilton, Partner and Head of Higher Education and Matt Tickle, Partner, Investment Consulting - Barnett Waddingham
The actuarial valuation is due next year, but what challenges should defined benefit (DB) pension schemes expect to face in the current low-yield environment, particularly in the context of the USS?
While The Pensions Regulator (and newspaper headlines) remains focussed on the increase in deficits, the cost of future accrual is often the biggest issue for schemes where members can still earn benefits.
During this webinar our experts, Paul Hamilton (Partner and Head of Higher Education) and Matt Tickle (Partner, Investment Consulting) will explore:
•the impact of market movements since the EU referendum on the funding level of the USS, and what this could mean for the 2017 valuation;
•the pros and cons of expressing deficit contributions as a five of salaries (as is the current approach in the USS);
•how market conditions make the situation difficult for DB schemes that are open for benefit accrual; and
•the options available for pension schemes in this extremely low-yield environment.
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While The Pensions Regulator (and newspaper headlines) remains focussed on the increase in deficits, the cost of future accrual is often the biggest issue for schemes where members can still earn benefits.
During this webinar our experts, Paul Hamilton (Partner and Head of Higher Education) and Matt Tickle (Partner, Investment Consulting) will explore:
•the impact of market movements since the EU referendum on the funding level of the USS, and what this could mean for the 2017 valuation;
•the pros and cons of expressing deficit contributions as a five of salaries (as is the current approach in the USS);
•how market conditions make the situation difficult for DB schemes that are open for benefit accrual; and
•the options available for pension schemes in this extremely low-yield environment.
Oct 12 2016
10:00 am
UTC
75 mins
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USS from October 2016: Engaging with combined DB and DC pensions
Paul Hamilton, Partner and Head of Higher Education and Julia Turney, Head of Platform & Engagement - Barnett Waddingham.
Recorded:
Jul 19 2016
38 mins
In October 2016, the USS introduces a DC section (the 'Investment Builder'), which will become a significant part of benefits for high earners, and could provide useful additional flexibility in retirement for other employees. From a member’s point of view, these DC options are very complicated. This webinar will look at the best way to ensure employees get the best from the Investment Builder, so that they value the benefits, and help employers understand the impact on employees’ retirement plans.- BrightTALK
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Self-Invested Pensions: post-Budget 2016
James Jones-Tinsley
Recorded:
Jun 9 2016
57 mins
In place of a threatened radical overhaul to pensions tax relief, Budget 2016 introduced numerous smaller measures impacting pension savings, including; the Lifetime ISA, changes to Stamp Duty Land Tax on commercial property and various improvements related to taking benefits, all of which will be discussed in the webinar. On top of these, there are the new forms of protection and tapering of the annual allowance.- BrightTALK
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Medically underwritten bulk annuities – the developing landscape
Gavin Markham - Partner - Head of Bulk Annuities, Barnett Waddingham and Chris Hawley – Associate, Barnett Waddingham
Recorded:
May 26 2016
49 mins
With completed medically underwritten bulk annuity transactions now comfortably exceeding £1bn, could medical underwriting help your DB scheme accelerate its de-risking journey?
During our webinar we will discuss the main issues and options for corporate sponsors and trustees in considering this type of transaction. We will also explore the possible impact of the merger of the two leading players on the recent rapid growth of the market.- BrightTALK
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Auto-enrolment for SMEs - Don’t be on the last 'stage' out of town
Adam Bexson, Auto-enrolment specialist – Barnett Waddingham, Steve Elliott, Auto-enrolment specialist – Barnett Waddingham
Recorded:
May 24 2016
49 mins
Join our webinar on Tuesday, 24 May where we’ll be looking at key challenges for hundreds and thousands of SMEs facing auto-enrolment (AE) in 2016 – and how to solve them.
From the basic requirements to the obvious pitfalls and issues to watch out for, our auto-enrolment specialists, Adam Bexson and Steve Elliott, will take you step-by-step through the process.
We’ll help you to understand what you should be doing in the run up to your staging date, as well as what you can expect during and post staging date, covering topics such as:
•The difference between eligible and non-eligible jobholders;
•How long you can postpone for and how often; and
•The cheapest way to satisfy the requirements in terms of contributions;
•Navigating your way through AE legislation efficiently;
•Ensuring your auto-enrolment scheme meets the legislation; and
•How to be certain that your approach to AE is correct.- BrightTALK
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How to survive the EU Referendum
Matt Tickle - Head of Economics, Partner, Investment Consulting - Barnett Waddingham
Recorded:
May 19 2016
37 mins
Policymakers have played an increasing role in the direction of investment markets over recent years and with a host of activity on the horizon, 2016 looks set to be no different.
Arguably the most significant of these for UK pension schemes is the upcoming vote on whether the UK should remain part of the European Union (EU).
Rather than speculating on the results of the vote, our interactive webinar on Thursday, 19 May will offer practical guidance on the issues schemes should be considering.
With uncertainty comes opportunity but also risk; this is the perfect opportunity to pose your questions to our investment expert, Matt Tickle, who will drill down to the areas that concern you.- BrightTALK
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SQL or noSQL: data modelling for technical pricing in the London Market
David Hughes, Head of Data and Analytics
Recorded:
May 17 2016
41 mins
2016 is proving to be the year London Market Insurers concentrate on improving their technical pricing frameworks. Currently most models are run in Microsoft Excel with data being sent back to a relational database such as a SQL server.- BrightTALK
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Pensions flexibilities, the impact on DB schemes
Andrew Vaughan, Partner - Barnett Waddingham
Recorded:
Apr 26 2016
15 mins
In April 2015 the government introduced a range of legislative changes designed to increase the flexibility that individuals have when accessing their pension savings from age 55 onwards.
Although these changes apply mainly to defined contribution (DC) schemes, there is an inevitable knock-on effect to defined benefit (DB) schemes too.
Join our webinar on Tuesday 26 April, where we will be looking at the overall market experience within DB schemes, following the introduction of the new pension flexibilities.
Over the course of the webinar Partner, Andrew Vaughan, will share valuable insights gained from our recent market research and will identify the actions which companies and trustees should consider.
You will also have the opportunity to pose your questions to Andrew at the end of the session.- BrightTALK
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Workplace pensions in the new tax year - How will you be affected?
Phil Duly, DC Consultant - Barnett Waddingham
Recorded:
Apr 19 2016
45 mins
The Budget 2016 might not have seen the widespread changes to the pension taxation system that many had been anticipating – however, there are still key pension considerations to be aware of in the new tax year.
Our upcoming webinar hosted by DC expert, Phil Duly, will help you to understand any issues affecting the scheme you provide and your workforce, including:
•Ensuring that your pension scheme complies with the 6 April changes;
•Understanding of any areas that may need review;
•Ideas for how you can get a better return on the company’s benefit spend;
•Understanding whether your high earners are likely to be affected and what the company can do to help; and
•Approaching your automatic re-enrolment date with confidence.- BrightTALK
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Solvency II SCR and Reporting tool made easy
Cherry Chan, Partner - Barnett Waddingham and John Staines, CEO - SolvencyIISolutions
Recorded:
Apr 12 2016
49 mins
Barnett Waddingham and SolvencyIISolutions present SIIMPLIFY (Pillar 1 standard formula Solvency Capital Requirement tool) and Tabular (Pillar 3 reporting tool).- BrightTALK
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Pension Tax Changes from April 2016
Graham Cooper - Senior Consultant & Actuary, Executive Pensions
Recorded:
Feb 23 2016
45 mins
High earners face large additional tax bills on the build-up of their pension after 6 April 2016. Find out who is likely to be affected and what can be done to mitigate the effects.
Relevant to HR professionals and Finance Directors- BrightTALK