Our clients are at the heart of everything we do as a business and we are driven by an ambition to always do the right thing.

We take a collaborative approach to our services. By listening to your feedback on what you are trying to achieve, we shape our services to your bespoke needs. As an independent consultancy, we’re also free to think differently about your challenges. We’re not restricted by the services we can offer or the solutions we can develop and we believe in fresh ideas over a ‘one-size-fits-all’ mentality. As you will see from our latest survey, this independent outlook is delighting our clients.

Our core values represent our promise to you – that we will always do the right thing. These values guide us in how we engage with our clients and bring us together as one team. We've distilled this down to four statements which are embedded across the entire business.

Our values


We are committed to maintaining our high ethical standards whilst considering the impacts on all our stakeholders. We behave in a manner that demonstrates our honesty, conviction, pride and responsibility to keep our promises. 


We don’t compromise on quality. Excellence is the norm across our whole business and we consciously look to provide innovative solutions that deliver ongoing value to every client.


By working collaboratively within the firm and with our clients, we are able to deliver a seamless service. Our unified approach ensures we are working together toward the same goals and desired outcomes.


We recognise and respect the value of everyone’s contribution to our success, honouring our diversity and the positive effect we have on our communities and the environment.

What you had to say

of client respondents said they trust the firm’s staff to behave with fairness, integrity and honesty.

Thanks to your feedback, we have been recognised as a provider of outstanding services

Free thinking strikes gold

Our independence gives us the freedom to go the extra mile for our clients at all times. In recognition of the outstanding experience we have created across all our trustee services, we’ve been accredited with an Investor in Customers Gold Award in 2019.

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IIC Silver award

Credible, third-party assessments and ratings provide a mine of information to help us understand how we are doing and how we can improve. Thanks to this feedback we successfully retained our Investor in Customers Silver Award in 2019 for our Self-Invested Pensions service.

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of pension scheme client respondents said they know who to contact if they need to get in touch

of pension scheme client respondents said when they contact the firm, the firm knows who they are

of pension scheme client respondents said staff are friendly and willing to help

We are proud to work with some of the UK's top companies

“We have used BW for a number of years and have always found their services to be first class.”

PepsiCo Pension Scheme

“Great communication, forward thinking for clients, up to date with all changes in pensions, and ahead of the competitors.”

Sealed Air

“BW genuinely cares rather than focussing on income from work being undertaken.”

Employer Appointed Trustee, Ricoh