Barnett Waddingham

Join us to learn how organisations can use DC alternatives to provide a valued benefit to employees.

Partner and Head of Higher Education, Paul Hamilton and Principal and Chartered Financial Planner, Martin Willis will look at how organisations deal with rising costs of schemes, using DC schemes to control future costs whilst also offering flexible structures that employees value. The Assistant Director of Finance at University of Salford will join Martin and Paul in order to share his experience of implementing a DC pension scheme.

Key subject areas
•Background - Why are organisations that currently provide access to schemes such as TPS, LGPS and PCSPS looking at DC alternatives?
•Benefit design – How can DC schemes be structured to offer both good member outcomes and flexibility for members?
•Provider selection – Looking at the options available and what to prioritise from charges to online functionality. We’ll also look at the benefits of packaged arrangements designed specifically, for groups such as independent schools.
•Engagement – The importance of communicating any new structure, including any options open to members.

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.

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?

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.

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

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.

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.

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.

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

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.
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