Calculating member fund shares and earmarking investments for members

Presented by

Rachel Geary, Andrew Roberts

About this talk

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!

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Barnett Waddingham is the UK’s largest independent provider of actuarial, administration and consultancy services.