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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

Transferring administration services - in search of a best practice approach

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


 chris tagg

PASA accreditation - a case study approach

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


The 'data ownership' dilemma

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


Transfers - an administrative nightmare

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



Online access – the new normal

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.

Andy Greig

Pension Wiser?

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.

Tom Cowley

Overseas transfers – going nowhere fast…

Julie Walker, Associate at Barnett Waddingham LLP discusses the problems with overseas transfers and how UK schemes are being bombarded by overseas transfer requests, some of which could potentially be fraudulent and many of which could be non-qualifying. A copy of the document can be found here.

Julie Walker

GMP rectification – the elephant in the eRoom

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.

David Connell

Trusting in your membership records: data and benefits - the story so far

Kerry O’Shea, Associate at Barnett Waddingham LLP discusses the risks and costs of not holding accurate data as well as how the regulator will be reinforcing its expectations of trustees over the next 12 months. She looks at why trustees should be doing more, de-risking considerations, steps that can be taken and problems that may be encountered. A copy of the document can be found here.


The contracting-out countdown – tick, tock…

Carolyn Fox, Pension Administrator at Barnett Waddingham discusses the countdown to contracting-out and the low response that HMRC has received to their Scheme Reconciliation Service (SRS) to date. She explains what help HMRC offers, how schemes  register for the service, and how to engage trustees in SRS and GMP reconciliations. A copy of the document can be found here

 Carolyn Fox

PPF Bookshelf

Measuring the quality of benefit calculations (Sept 2014)

GMP reconciliations … the PPF way! (May 2013)

Insuring benefits outside the PPF (Sept 2012)

What’s the difference? - the extra challenges faced by an administrator dealing with PPF schemes (Feb 2010)

Pension Profiles

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

PATHways July 2018 (pdf)

In this edition we look at: PASA appointing a new Board Director, HMRC Pension schemes newsletter 100, a new consultation on the the proposed pensions cold calling ban draft regulations, updates from TPR, PASA launching its admin governance guidance for DC schemes, DWP Committee report on CDC pensions.

PATHways June 2018 (pdf)

In this edition we look at: HMRC launches Manage and Register Pension Schemes Service, HMRC Countdown bulletin 35, PASA pilots its Transition Dispute Resolution Service, TPR and FCA warn schemes about rogue advisers targeting DB members, Protecting DB pension schemes and strengthening TPR's powers, DWP consultation on the draft Occupational Pension Schemes (Amendment) Regulations 2018.

PATHways May 2018 (pdf)

In this edition we look at: Pensions cold calling ban a step closer, HMRC pension schemes newsletters 98 and 99, HMRC countdown bulletin 34 and the TPR corporate plan for 2018-2021.

PATHways April 2018 (pdf)

In this edition we look at: HMRC publishes an online platform newsletter, HMRC countdown bulletin #33, TPR publishes annual funding statement and cyber security guidance, Work & Pensions Committee publishes final 'pensions freedom & choice' report.

PATHways March 2018 (pdf)

In this edition we look at: the recent DWP white paper on protecting DB Pension Schemes, the pensions cold-calling ban, HMRC newsletters 96 and 97 and new legislation and consultation responses from the DWP.

PATHways February 2018 (pdf)

In this edition we look at: protecting pensions against scams, TPR messaging, DC costs and investment disclosure, dispute resolution and HMRC Countdown bulletin 32.

PATHways January 2018 (pdf)

In this edition we look at: HMRC Countdown bulletin 31, PASA guidance on pensions transfers, pension scammers and legislative updates.

PATHways November 2017 (pdf)

In this edition we look at: the Autumn Budget 2017, DWP guidance on safeguarded flexible pension benefits, the Finance (No.2) Act 2017, the PPF bridging pensions draft amendments and TPR 21st century trusteeship. (courtesy of James Freeman)

PATHways October 2017 (pdf)

In this edition we look at: the FCA review of DB pension transfers, DWP consultations on DC costs and investment disclosure and DC transfers without consent.

PATHways September 2017 (pdf)

In this edition we look at: Pension schemes newsletters 90 and 91, the Data Protection Bill 2017, Finance Bills 2017-19, the upcoming autumn Budget and the TPR governance campaign.

PATHways August 2017 (pdf)

In this edition we look at: consulation response on pensions scams, the new UK Data Protection Bill, the Pensions Regulator's quarterly "name and shame" of pensions schemes, HMRC Countdown Bulletins 26 & 27 and whether it is possible to create a single financial guidance body.

PATHways July 2017 (pdf)

In this edition we look at: the Spring Budget, HMRC countdown bulletin 25, same sex partners entitled to equal survivors pension rates, implementing the cap on early exit charges and valuing safeguarded-flexible benefits for the advice retirement.

PATHways June 2017 (pdf)

In this edition we look at: the General Election, the Queen's Speech, the new DWP ministerial team, recognised overseas pension schemes, PPF strategy, TPR auto-enrolment spot checks and the FCA consultation on transfer advice.

PATHways May 2017 (pdf)

In this edition we look at: trustee prohibition, TPR fining employers for ignoring pension rules, GMP equilisation issue taken to the High Court and the General Election 2017.

PATHways April 2017 (pdf)

In this edition we look at: snap election leading to an MPAA limbo, HMRC: Pension schemes newsletter 86, Department for Work and Pensions news and the Pension Protectin Fund news. 

PATHways March 2017 (pdf)

In this edition we look at: HMRC: Pension schemes newsletter 85, Spring Budget 2017, HMRC: Countdown bulletin 24 and key legislation changes. 

PATHways February 2017 (pdf)

In this edition we look at: HMRC: Pension schemes newsletter 84, Pensions Advice Allowance, HMRC: Countdown bulletin 23, DWP Green Paper on defined benefit pension schemes, Consultation on automatic enrolment and Barnett Waddingham named Administration Provider of the Year

PATHways January 2017 (pdf)

In this edition we look at: News of our recent 'gold standard' accreditation for high quality pension administration as recognised by PASA, details of the new online tool launched by The Pensions Advisory Service - helping members to identify pension scams, information on The Registered Pension Schemes (Provision of Information) Regulations amendment, HMRC's National Insurance Services to Pensions Industry Countdown bulletin 22 and what the Financial Conduct Authority expects from pension transfer advisers. 

PATHways December 2016 (pdf)

In this edition we look at: HMRC: pension schemes newsletter 83, Tackling pension scams, HMRC: countdown bulletin 21, TPR determined to drive up standards of trusteeship in 2017, Single public financial guidance body and Scottish government's draft 2017/18 budget.

PATHways November 2016 (pdf)

In this edition we look at: Autumn Statement 2016, HMRC: pension schemes newsletter 82, Proposed reduction of the general levy, Capping early exit charges and GMP equalisation.

PATHways October 2016 (pdf)

In this edition we look at:HMRC: Countdown bulletin 20, DWP: advice requirement for overseas transfers, Secondary annuity market: plans cancelled, Pensions Schemes Bill 2016/2017, The Registered Pensions Schemes (Bridging Pensions) and Appointed Day Regulations 2016 and SMPI assumptions update.

PATHways September 2016 (pdf)

In this edition we look at: Finance Act 2016 Royal Assent, Autumn Statement date confirmed, HMRC: Pension schemes newsletter 81, Pensions Dashboard update, Pensions Advice Allowance, Simplifying the appropriate independent advice requirement and PPF long-service compensation cap.

PATHways August 2016 (pdf)

In this edition we look at: TPR issues fine for chair's statement failures, Transfers and the 'appropriate independent advice' check, HMRC: Countdown bulletin 19, ABI publishes 'pension freedom' data, PPF Technical News and Pension savings statements.

PATHways July 2016 (pdf)

In this edition we look at; HMRC: Pension schemes newsletter 80, The Pensions Act 2004 (Code of Practice), Automatic enrolment: legislation amended, NEST consultation paper, market volatility - guidance from TPR following EU referendum, new Prime Minister and pensions' appointments, annual report and accounts published.

PATHways June 2016 (pdf)

In this edition we look at; the EU referendum, The Bank of England and Financial Services Act 2016 (Commencement No.3) Regulations 2016, Pensions Dashboard, HMRC: Pension schemes newsletter 79, HMRC: Countdown Bulletin 18 and defined benefit pension schemes – a new enquiry.

PATHways May 2016 (pdf)

In this edition we look at; HMRC: Pension schemes newsletter 78, HMRC: Countdown bulletin 17, Queen's speech: Pensions Bill and TPR's new DC Code.

PATHways April 2016 (pdf)

In this edition we look at; HMRC: Countdown bulletins 15 and 16, DWP update, TPR advising on revised DC scheme return and TPR consulting on 'how to guides' for trustees to support the new DC Code.

PATHways March 2016 (pdf)

In this edition, we look at; the Budget 2016, the Finance Bill 2016, HMRC: Pension schemes newsletter 77, Final report of the Financial Advice Market Review and Proposed changes to provision of public financial guidance.

PATHways February 2016 (pdf)

In this edition, we look at; HMRC Pension schemes newsletters 75 and 76, HMRC Countdown Bulletin issues 13 and 14, Pension transfers and early exit charges and High Court overruling of Pensions Ombudsman.

PATHways January 2016 (pdf)

In this edition we look at; HMRC Countdown Bulletin issue 12, Guaranteed Minimum Pension (GMP) and Scheme Reconciliation Services (SRS), The Contracted-out Pension Equivalent (COPE), State Pension Online, Late notification of Contribution Equivalent Premiums (CEPs), Capping of early exit charges, PPF updates and the Copycat Pension Wise website.

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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