A Practical Guide to Integrated Risk Management

Join our experts Simon Bramwell, Principal, Head of Longevity Risk Transactions and Will Rice, Partner, who will be joined by Alan Baker, Trustee Director from LawDeb for a joint webinar in which they discuss how trustees should be reflecting the significant mortality trends in recent years in light of the impact of Covid-19. It is vital for trustees and sponsors of DB schemes to understand the life expectancy of their members to complete valuations, assess risk management options and calculate transfer values. Thus leading to the big question; what is the impact of Covid-19?

Throughout this webinar our speakers will explore many ways that Covid-19 is impacting on mortality. Such as the mortality experience in 2020, the varied impacts between pensions schemes, and how Covid-19 has changed our view of future life expectancy and much more.

Funded Unapproved Retirement Benefit Schemes (FURBS) remain relevant and can provide a variety of investment opportunities, plus valuable retirement and death benefits. Join Ian for a look back at why FURBS were originally introduced and why they remain a useful vehicle for those people that established and funded a scheme prior to 5 April 2006.

Funded Unapproved Retirement Benefit Schemes (FURBS) remain relevant and can provide a variety of investment opportunities, plus valuable retirement and death benefits. Join Ian for a look back at why FURBS were originally introduced and why they remain a useful vehicle for those people that established and funded a scheme prior to 5 April 2006.

The Lifetime Allowance (LTA) limits the tax-effectiveness of pension wealth. Through successive amendments to the level of the allowance, the rules regarding how pension wealth is taxed have grown more complex. Rather than set out a comprehensive guide to all the variations, this webinar looks at examples of the more common instances where pension wealth exceeds the Lifetime Allowance, including cases where the savers have Enhanced Protection or Fixed Protection.

The Lifetime Allowance (LTA) limits the tax-effectiveness of pension wealth. Through successive amendments to the level of the allowance, the rules regarding how pension wealth is taxed have grown more complex. Rather than set out a comprehensive guide to all the variations, this webinar looks at examples of the more common instances where pension wealth exceeds the Lifetime Allowance, including cases where the savers have Enhanced Protection or Fixed Protection.

With the recent publication of The Pensions Regulator’s interim regime for capital-backed consolidation vehicles, the first “superfund” transactions are now closer than ever. The superfunds could be an attractive option for the trustees and sponsors of schemes which might not be able to afford a full buyout in the short term.

Join this webinar with Amanda Latham, Jack Sharman and Tom Hargreaves, who have been actively involved in researching and advising clients on the superfunds since their launch in 2018.

This webinar will give you:
•an independent view on the new superfund models and who they’re suitable for
•confidence in assessing the superfunds in the context of the full range of options for the long-term destination for your scheme
•an understanding of how to start planning your scheme’s journey towards your long-term target

Trustees of a SSAS have a lot to think about when settling death benefits, including finding and notifying relevant parties, valuing assets and calculating the late member’s share of the Scheme, deciding who should benefit, agreeing the type of benefits that will be paid and how the benefits will be funded. Lisa will consider how this works in practice, and what's needed to enable benefits to be paid correctly.

Trustees of a SSAS have a lot to think about when settling death benefits, including finding and notifying relevant parties, valuing assets and calculating the late member’s share of the Scheme, deciding who should benefit, agreeing the type of benefits that will be paid and how the benefits will be funded. Lisa will consider how this works in practice, and what's needed to enable benefits to be paid correctly.

This is a detailed look at trustee considerations around property investment. In this webinar Mark will cover a range of areas, including tax advantages, connected party tenancies and risks associated with listed properties. Book your place now to get up a solid understanding of what to be aware of and what to look out for when considering property investment.

This is a detailed look at trustee considerations around property investment. In this webinar Mark will cover a range of areas, including tax advantages, connected party tenancies and risks associated with listed properties. Book your place now to get up a solid understanding of what to be aware of and what to look out for when considering property investment.

If you want a better understanding of how we calculate a members fund share, why it's important, what can impact it and further considerations with regards to differing investment strategies, this is the session for you. Including examples of simple and complex scheme structures, this session aims to help you better understand what can sometimes appear as quite an abstract topic. Don’t worry, there are no calculators or maths degrees required!

If you want a better understanding of how we calculate a members fund share, why it's important, what can impact it and further considerations with regards to differing investment strategies, this is the session for you. Including examples of simple and complex scheme structures, this session aims to help you better understand what can sometimes appear as quite an abstract topic. Don’t worry, there are no calculators or maths degrees required!

Further to the Chancellor’s “Plan For Jobs” in July and ahead of the Autumn Statement, James will look at possible changes to pensions in order to help meet the cost of the Covid-19 pandemic. Updates will also be provided on other SSAS-related topics, including Pensions Dashboards and pension transfers, as well as HMRC’s temporary easements to rental payments and loan repayments because of the pandemic.

Further to the Chancellor’s “Plan For Jobs” in July and ahead of the Autumn Statement, James will look at possible changes to pensions in order to help meet the cost of the Covid-19 pandemic. Updates will also be provided on other SSAS-related topics, including Pensions Dashboards and pension transfers, as well as HMRC’s temporary easements to rental payments and loan repayments because of the pandemic.

There are some difficult and occasionally frightening responsibilities that come with being a trustee or Scheme Administrator. We discuss the work that needs doing to satisfy the rules and regulations, so that the scheme members have peace of mind about their hard-earned pension scheme assets.

There are some difficult and occasionally frightening responsibilities that come with being a trustee or Scheme Administrator. We discuss the work that needs doing to satisfy the rules and regulations, so that the scheme members have peace of mind about their hard-earned pension scheme assets.

In our webinar series, we address the issue of what does a portfolio that is aligned with the Paris Agreement look like in practice. At Barnett Waddingham, we believe that far from being a ‘current issue’, the management of ESG risks will be critical to investment success in the short, medium and long-term.

Impact assets or assets that are being managed to take advantage of the opportunities that climate change and ESG create will be discussed in this third in the series webinar. We discuss the different active management styles that can be used, where we see the opportunities for impact assets and how they can be accessed. We add to this by illustrating to trustees the impact on their carbon footprint by moving to a more climate aware portfolio. Crucially, we also discuss the risk and return characteristics of doing so and seek to leave trustees with the question ‘Why would you choose to remain overweight carbon and risk?’

The session will draw together Barnett Waddingham’s latest research on the impact on UK DB pension scheme funding levels and the resulting implications for their endgame strategy, Ernst and Young’s profit warnings analysis, the latest Ernst and Young’s item club economic forecasts and their Parthenon’s sector insights, gives a complete picture of what is happening to UK DB pension schemes and their sponsors, and how it might evolve, sector by sector.

The panel will consider how companies and trustees can strike the right balance as the situation evolves, and how this will impact endgame strategies for pension schemes.

In our webinar series, we address the issue of what does a portfolio that is aligned with the Paris Agreement look like in practice. At Barnett Waddingham, we believe that far from being a ‘current issue’, the management of ESG risks will be critical to investment success in the short, medium and long-term.

The private market landscape is quite different from public markets. Here the investment manager has far greater control over the direction the underlying assets take. Having been somewhat slow to embrace ESG and climate change it is clear there is a ground shift taking place within private markets.

The second webinar in our series helps trustees see the opportunities in private markets that can help align their portfolios with the Paris Agreement. We discuss different types of private market assets and their ESG / climate risk credentials. We will also introduce carbon offsetting assets that trustees can use to reduce their carbon footprint and discuss how these can be accessed.