Don’t get wound up by data - get your data ready for wind-up

Plan early, resolve gaps and coordinate workstreams – Sarah Greenwood and Alice Fletcher set out how to reduce risk and speed up the journey to buyout and wind-up. Wherever you are on the road to wind-up, data success starts with a clear, realistic plan aligned across trustees, sponsors and the insurer (if you have one selected). There's no one-size-fits-all approach but early, strategic planning pays off. It surfaces data gaps and complex issues at the outset, so they can be tackled in a controlled, cost-effective way.

Connecting the dots in the fight against Insurance Fraud

Fraud remains one of the most significant threats facing the U.K. financial services sector. It is the most prevalent crime against individuals in England and Wales, accounting for around 41% of all recorded crime in recent years[i]. Recognising the scale of the challenge, earlier this year, the U.K. government announced a new Fraud Strategy for 2026–2029[ii]. The strategy includes the launch of a dedicated disruption unit and calls for stronger collaboration between government, law enforcement, regulators and the financial services industry to tackle organised fraud networks.

What the new IHT rules may mean for SIPP and SSAS clients

In the 2024 Autumn Budget, the Chancellor announced that unused pension savings and some death benefits would no longer be exempt from inheritance tax (IHT) from 6 April 2027. This change has significant implications for many SIPP and SSAS clients, particularly those who have considered pension assets as part of wider estate planning. What has changed since the Budget announcement? Finance Act 2026 states that liability for any IHT ultimately payable will fall on the deceased’s personal representatives.

Pensions Perspectives: It’s an actuarial valuation special

 

Lifestyle Actuary

Dalriada Trustees Limited (Dalriada), one of the largest providers of professional trustee services to pensions schemes in the UK, has today announced the appointment of Sarah Brough as a professional trustee.

Lights Camera Actuary

For the next few months Zoe Bolton will be talking to the senior actuaries in these firms, getting a brief insight into their career paths and visions for the future. This month Zoe interviews Shil Patel the UK Managing Director at Dynamo Analytics

Travelling Actuary

This month's Travelling Actuary takes us to the iconic Boston to experience New England at it’s very best.

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LOSS TRENDS IN A VOLATILE RISK ENVIRONMENT
 
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