Endgame planning from an administration perspective

Endgame planning from an administration perspective

12 May 2026 | 10:00 - 11:00

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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
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    2

    speakers
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    1 hour

    of CPD
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    Online

    BrightTALK

Event Details

THE BASICS

Topics of discussion:
Who should attend:
  • Pension Scheme Managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants
  • Lawyers
  • Corporate IFAs
  • Investment managers
  • Actuaries
  • Communication professionals
The venue
Event Venue Brighttalk 2
Amanda Bradley
Amanda Bradley
Barnett Waddingham
- Partner, Pension Administration
Beth Allison
Beth Allison
Barnett Waddingham
- Principal and Head of Post-Transaction and Wind-up

Beth works closely with trustees, sponsors, and advisers to navigate complex post-transaction activity, helping to ensure scheme wind ups are delivered smoothly, efficiently and with members’ interests firmly at the forefront. Beth leads a team of specialists that provide independent oversight and strategic support for schemes moving to buy-out and wind-up. Beth also provides Scheme Actuary advice to Trustees, helping them develop long-term funding strategies that meet their objectives.

Chris Ramsey
Chris Ramsey
Barnett Waddingham
- Partner and Head of DB Endgame Consulting

Chris is Head of DB Endgame Consulting. He is responsible for helping our clients with their long-term journey to buy-out and wind-up, both from a financial and practical perspective. He is also the consultant leading the development of our Illuminate system and focusses on ensuring it helps our clients make good long-term strategic decisions.

Nicole Tooze
Nicole Tooze
Associate, Senior Consulting Actuary and Post-Transaction Consultant
- Barnett Waddingham

Nicole’s background is primarily in advising trustees of DB pension schemes on funding strategy, benefit design, risk management, and a wide range of governance and operational matters. She now specialises as a post transaction expert, supporting trustees through the final stages of the buy out and wind up process. A key part of her role involves detailed research into insurers’ administration practices. Nicole engages regularly with insurers to understand their systems, member experience, and future strategy, using these insights to advise trustees on insurer selection and ensure the best possible outcome for members.

Matthew Adams
Matthew Adams
PMI
- Head of Media and PR
Tim Roberts
Tim Roberts
Barnett Waddingham
- Associate, Pension Administration

Thank you to Barnett Waddingham

Barnett Waddingham
Barnett Waddingham
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