As an independent business, we are free to think creatively and deliver the tailored services that go beyond our clients’ expectations.

As you will see from our latest surveys, our free thinking approach is delighting our clients.

We are committed to continuously driving improvement of our services and we do this by actively seeking feedback. We welcome any opportunity to listen to our clients so that we can shape our services to meet their needs.

These include

Working with Investor in Customers to gain an independent and comprehensive assessment of the client experience we offer to clients for trustee services and self-invested pensions.

Client reviews being carried out by an independent, senior Partner to gain feedback about our performance and quality of service.

At the end of projects, we seek feedback to understand how well we met the client’s needs and where we might be able to improve for future engagement.

Scheme member feedback is sought particularly at time of retirement, but they are free to complete the member survey at any time through online access.

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.”

MEMBER NOMINATED TRUSTEE
PepsiCo Pension Scheme

“BW have provided us with excellent service over very many years.”

ROBIN SMITH
Trustee, UTC Pension Trust

“They exceed all expectations in all aspects of the needs of the members we represent.”

SHIRLEY ROLLITT
Trustee, St Paul’s School Pension Scheme

What you had to say in our recent Investor in Customers surveys

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

Pension scheme clients


of clients said that they know who to contact if they need to get in touch

of clients said that overall, they are very satisfied with the firm’s service

of clients said that client service exceeds their expectations

"Strong professional services delivered by good and dedicated people"
ALLAN SPENCER Director of Finance, University of Sussex Pension & Assurance Scheme Trustee Ltd

SIPP and SSAS clients

of SSAS member respondents said when they contact us, we know who they are.

of SSAS member respondents said written communications are clear and straightforward.

of SSAS adviser respondents said if their needs are not being met, we recognise this and makes changes.

of SIPP adviser respondents said when they contact us, we know who they are.

of SIPP adviser respondents said the information they receive from us is appropriate to their needs.

"I have recommended people to use your services in the past and I will continue to do so as I find the service exemplary in every way."
Matthew T. SIPP Member

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. We’ve been awarded the Gold Investor in Customers (IIC) accreditation for providing exceptional client experience for the third time running.

Find out more

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 2022 for our Self-Invested Pensions services.

Find out more