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Barnett Waddingham
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    About us

    With more than 1,750 people in ten offices, we work to deliver on our values and our promise, ensuring the highest levels of trust, integrity and quality.

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    About us - Spotlight

    Five new partners appointed to support business growth

    Continuing our investment in talent and driving business growth across our core markets.

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  • Expertise

    Expertise

    We are free from any external stakeholders, allowing us to take a long-term view with all our clients and giving us the freedom to bring fresh ideas to the table, unobstructed.

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    Risk

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    Risk technology

    • Risk Portal
    • Board evaluations (BoardClic)
    • Carbon emissions reporting (CARAT)
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    • Real-time decisions (Swarm AI)
    • Risk management software (Celestia Risk)
    • Schools analysis (Data Navigator)
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    Risk - Spotlight

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    BW Risk Portal

    Access over 1,000 hours of risk management content, guidance and training, covering more than 20 risk management topics.

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    Pensions and benefits

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    Pensions and benefits tools

    Pensions and benefits technology

    • Benefits platform (4me)
    • DB technology (Illuminate)
    • DC technology (GEM)
    • LGPS guides (Enlighten)
    • LGPS technology (Online tools)
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    • Online trustee analytics (Insight)
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    Expertise - Spotlight

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    DB endgame planning

    We help trustees, employers and advisors buy into the same cohesive vision.

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    Technology for insurers

    Technology for insurers

    • Insurance technology
    • Capital modelling (validateR)
    • KIDs for PRIIPs
    • SCR calculator (SIIMPLIFY)
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    Insurance - Spotlight

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    Bulk annuity provider services

    We offer a comprehensive set of knowledge and services to the BPA provider market.

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    Investment

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    Investment - Spotlight

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    Our investment philosophy

    Discover how we build robust investment portfolios and how we help our clients to implement them.

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    Technology

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    Clarity from BW
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    Insurance sector

    • Insurance technology
    • Capital modelling (validateR)
    • KIDs for PRIIPs
    • SCR calculator (SIIMPLIFY)
    Insurance technology Capital modelling (validateR) KIDs for PRIIPs SCR calculator (SIIMPLIFY)
    Back

    Pensions and benefits

    • Benefits platform (4me)
    • DB technology (Illuminate)
    • DC technology (GEM)
    • LGPS online tools
    • LGPS training hub (Enlighten)
    • Pensions governance tool (BW CORE)
    • Pension self-service
    • SIPPs Online
    • Trustee analytics dashboard (Insight)
    Benefits platform (4me) DB technology (Illuminate) DC technology (GEM) LGPS online tools LGPS training hub (Enlighten) Pensions governance tool (BW CORE) Pension self-service SIPPs Online Trustee analytics dashboard (Insight)
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    Risk management

    • Risk Portal
    • Board evaluations (BoardClic)
    • Carbon emissions reporting (CARAT)
    • Pay gap reporting
    • Real-time decisions (Swarm AI)
    • Risk management software (Celestia Risk)
    Risk Portal Board evaluations (BoardClic) Carbon emissions reporting (CARAT) Pay gap reporting Real-time decisions (Swarm AI) Risk management software (Celestia Risk)
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    Expertise - Spotlight

    Take control of risk with confidence

    Our simple, powerful and automated solution for managing risk effectively.

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    Expertise

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  • Insights

    Insights and events

    Access independent commentary, research and events at the forefront of risk, pensions, investment and insurance.

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    Expertise - Spotlight

    Redefining retirement: investing for to:morrow

    Evidence shows that retirement expectations and realities aren’t aligning across the UK - here's our solution.

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    Insights and events

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All insights

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  3. Insight
  • News

    Strong AKG rating reflects continued excellence in SIPP business

    Discover how BW's SIPP business continues to excel, earning a strong AKG financial strength rating for 2024.

  • A woman sits comfortably in a chair, holding a cup while smiling. She is in a bright space with large windows, greenery visible outside, conveying a relaxed, contemplative atmosphere.

    News

    Strong rating for SIPP business for seventh year running

    For a seventh consecutive year, our SIPP business has been rated as 'strong' in an independent annual financial strength assessment by AKG.

  • A group of professionals interacts in a bright, modern office space. Two individuals closely examine a device or document while others converse, creating a vibrant atmosphere of collaboration.

    News

    Barnett Waddingham teams up with Paraplanners Assembly

    Barnett Waddingham has joined an important and vibrant community of financial planning experts after becoming a supporter of the Paraplanners Assembly.

  • A woman with curly hair sits on a couch, smiling while using a tablet. She is dressed in a yellow sweater, surrounded by a cozy living room with decorative items in the background.

    News

    SIPP business rated ‘strong’ for sixth consecutive year

    The annual financial strength assessment of Barnett Waddingham’s SIPP business has resulted in a ‘Strong’ rating from AKG for the sixth consecutive year.

  • A woman smiles while walking through a forest, wearing a backpack and sunglasses. She is positioned near tall trees, suggesting an outdoor or hiking context.

    Blog

    Why pathway investments are so difficult to compare

    How can you compare pathway investments? Despite a common naming convention, pathway investments aren’t all the same and aren’t easy to compare.

  • A hand interacts with a tablet displaying a chart, while two men with professional attire are featured on the right. The background suggests a business or office environment. Text mentions trends for advisers.

    Video

    Three emerging trends advisers should be following

    Join our pensions experts, James Jones-Tinsley and Andy Leggett, in a video discussion designed to keep advisers informed of the latest developments.

  • Two men smile while discussing pensions in a professional setting. One is seated, wearing glasses and a blue shirt, while the other stands beside him in a pink shirt. The background features hands writing on paper and a laptop. Text reads: "VIDEO Pensions

    Video

    Pensions hot topics

    Get up to date with the latest in pensions. Join our experts, James Jones-Tinsley and Andy Leggett, as they discuss a range of pensions hot topics.

  • A man with glasses is focused intently on something in front of him, likely reading or working. The background shows a softly lit, modern indoor space.

    Briefing

    Reviewing your annual SIPP statement and what to do next

    After you have received your annual SIPP statement it's a good time to review your pension arrangements and possibly make some adjustments. the latest thoughts on S…

  • A hand holds house keys, transferring them to another person’s outstretched palm. A signed agreement lies on a wooden table, suggesting a real estate transaction or rental arrangement.

    Briefing

    Can SIPPs and SSASs buy listed buildings?

    Owning listed properties can come with additional complications. However, these are not insurmountable, even in a self-invested pension. Read our latest thoughts on…

  • A woman speaks engagingly with a man in a professional setting, surrounded by office elements and blue graphics on the wall, conveying a collaborative atmosphere.

    Briefing

    Advice on DB transfers under the spotlight

    As the FCA announce a major policy statement on improving the quality of pension transfer advice, we take stock of the situation, look past incendiary headlines and…

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