Endgame planning from an administration perspective
Webinar by Barnett Waddingham
This session explores the critical role administration plays in supporting a successful endgame outcome. It looks at why robust data preparation and cleansing matter ahead of transactions, the key administration considerations after a transaction, and how administration quality can influence insurer selection and pricing. Attendees will gain practical insights into how early, effective administrative planning can help schemes progress more efficiently and with greater confidence towards their chosen endgame strategy.
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Fees
free for members and non-members -
2
speakers -
1 hour
of CPD -
Online
BrightTALK
Event Details
THE BASICS
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
As well as managing a portfolio of PPF schemes, Amanda’s role involves managing the firmwide PPF administration team, researching technical matters and developing processes and best practice.
Amanda has extensive experience in all aspects of PPF administration and has successfully transferred a number of schemes into the PPF, including several high profile cases.
She provides administration services to trustees of schemes in a PPF assessment period – lay trustees and independent trustees.
Tim manages the Administration Projects Team in the London office, primarily providing ongoing administration services and completing assessment period work for several schemes being assessed for entry to the Pension Protection Fund (PPF).
Tim works directly with the PPF and independent trustee firms to help guide schemes through the assessment process. His team also supports the ongoing administration teams in the London office with non-PPF project work. This includes annual exercises such as benefit statements and TPR scheme returns, GMP reconciliation exercises, and ad-hoc projects such as trivial commutation and bulk leaver exercises.
His main areas of expertise include the administration of pension schemes in assessment for entry into the PPF, the administration of ongoing Defined Benefit (DB) pension schemes, GMP reconciliation exercises, and scheme event project work.
