These are challenging times for pension schemes and quality administration has never been more crucial. As a leading national administration provider, with a well-deserved reputation for weaving innovative yet pragmatic solutions from complex problems, Barnett Waddingham comes to its Insight Partner tenure with a wealth of specialist industry experience.
Working proactively with the regulators and the wider pension industry to foster an engaged, informed and, above all, client centred approach to issues facing pension schemes today, Barnett Waddingham is leading the way in the drive to professionalise administration services across the board.
Barnett Waddingham Insight Partner Columns
Chris Tagg, Partner at Barnett Waddingham looks at transferring administration services. He discusses project planning, roles and responsibilities and the likely stumbling blocks. A copy of the document can be found here.
David Connell, Associate and Accreditation Project Lead at Barnett Waddingham looks at PASA accreditation. He discusses what is being accredited, what did we learn along the way and what does the future hold. A copy of the document can be found here.
Becky Jaques, Pension Administrator Team Leader at Barnett Waddingham LLP looks at the 'data ownership' dilemma. She argues that Trustees and their advisors need to understand and define their responsibilities with regards to data ownership, security, accuracy, the types of data being held and for what purpose the data is being used. A copy of the document can be found here.
Andrea Turner, Pension Administrator at Barnett Waddingham LLP looks at the huge increase in the level of requests for transfers and discusses how this has brought along some major headaches when administration is concerned. A copy of the document can be found here.
Andy Greig, Partner at Barnett Waddingham LLP looks at technology, in its quick march along the information superhighway, and how it has taken the pension industry with it. He discusses how schemes are recognising the real and lasting advantages of a shift away from paper based solutions. A copy of the document can be found here.
Tom Cowley, Pension Administrator Team Leader at Barnett Waddingham LLP, looks at the difficulties faced by the general public in understanding the implications of the new pension freedoms. He discusses the need for early engagement and financial education, and the need to communicate with people at all levels including those who are less financially literate. A copy of the document can be found here.
Overseas transfers – going nowhere fast…
David Connell, Associate at Barnett Waddingham LLP discusses how to approach guaranteed minimum pension rectification and highlights the most important things for trustees to consider in relation to implementing and communicating benefit corrections. A copy of the document can be found here.
Trusting in your membership records: data and benefits - the story so far
Measuring the quality of benefit calculations (Sept 2014)
Bhavna Baines APMI - Technical Support Analyst
Bhavna Baines discusses her role as Technical Support Analyst at Barnett Waddingham's Leeds office.
The PATHway to current technical issues
104th edition of PATHways
103rd edition of PATHways
102nd edition of PATHways
101st edition of PATHways
100th edtion of PATHways
See the 99th edition of PATHways
Our 98th edition of PATHways covering HMRC updates, extention of civil partnership legislation, DWP updates and the TPR annual funding statement.
This edition of PATHways highlights pensions news and legislation that has particular relevance to what we do in pension administration.
In this edition we look at: the HMRC pension schemes newsletter #105, DWP CDC schemes, the appointment of a new Secretary of State for Work & pensions, HMRC Coutndown bulletins 38 and 39.
In this edition we look at: the Lloyds GMP equalisation ruling, the recent 2018 Budget, new rules on pension transfer advice, income tax rates in Wales, the HMRC Countdown bulletin #37 and the HMRC pension schemes newsletter #104.
What the professionals say
Barnett Waddingham’s views on the issues that matter to your pension scheme.
Life After Regime Change
With Annual and Lifetime Allowances set for an overhaul, Julian Mainwood of Barnett Waddingham discusses how the restriction of pensions tax relief will affect scheme administration.
Please listen to me; I know what I am doing
Administrators know that complex scheme design makes for complicated administration. Robert Wakefield of Barnett Waddingham makes the case for calling on the administrator’s expertise when assessing the impact of scheme design changes.
Closing Final Salary Schemes: Choosing the lower risk options
With employer confidence in traditional DB schemes eroding, Amanda Bradley of Barnett Waddingham takes a practical look at the DC alternative and sets out the stall for CARE – the DB scheme with a difference.
Use ‘Super glue’ for your pension scheme
The administration team are the eyes, ears and hearts of the pension scheme. Robert Wakefield and Julie Walker of Barnett Waddingham fly the flag for pension administration ‘done right’.
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