Factsheets
Automatic Enrolment Seminar Q&As
On 22 November 2011, BBS held a Seminar on Automatic Enrolment. A summary of the questions that arose on the day is available to download here.
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Automatic Enrolment Seminar Slides
On 22 November 2011, BBS held a Seminar on Automatic Enrolment. The seminar slides are available to download here.
Download (PDF document, 1.7 MB)
An Employer's Guide to the New Pension Rules
During the four years commencing 1 October 2012, the process of UK employers having to automatically enrol employees into a qualifying pension scheme will commence. Our guide will assist employers in their understanding of the inherent complexities of the proposed changes.
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Contract-based and Trust-based Defined Contribution Pension Schemes
This overview focuses on the key aspects of defined contribution (DC) pension arrangements, highlighting the differences where applicable.
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BBS Brochure
For further information about our services, please download our brochure.
Download (PDF document, 3.8 MB)
Enhanced transfer and incentive exercises to reduce pension scheme liabilities
This factsheet considers the viability of exercises to incentivise members of defined benefit schemes to transfer out or otherwise reduce their liabilities. It concludes that such exercises are often best targeted towards a possibly small number of individuals where such a transaction is likely to be in both the sponsor's and their own interests.
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Alternative Assets Factsheet
This factsheet considers the main characteristics of alternative asset classes, the issues that need to be considered before investment and the use of multi-asset funds as a means of avoiding some of the governance problems associated with direct investment.
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Investment and Funding Volatility
This factsheet discusses the causes of funding volatility and how this might be mitigated in practice, including the use of funding-level based de-risking plans, liability driven investment vehicles and bulk annuity purchase.
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Equities Factsheet
This factsheet explains Equity investment for trustees of occupational pension schemes.
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Risk and Return Factsheet
This factsheet explains the Risk and Return issues that face the typical pension scheme trustee.
Download (PDF document, 1.1 MB)
