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Barnett Waddingham
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Briefings: Investment services

CMA - spotlight on fiduciary management

On 12 December 2018, the Competition and Markets Authority (CMA) published its final report in relation to its review of the market for investment consulting and fiduciary management services.

Investment Insights: LDI Plus

The use of LDIs, by which we mean the practice of using leverage to reduce the exposure of a pension scheme's funding position to interest rate and inflation movements, has become increasingly commonplace in pension schemes' investment portfolios.

ESG in focus

The DWP issued a consultation on clarifying and strengthening trustees’ investment duties in June 2018, with responses requested by mid-July. What are the key proposals and what might trustees do to prepare?

Investment Insights: Governance

In this paper we demonstrate the importance of governance and explain how taking the time to ensure you have strong governance in place will bring real benefits.

Investment Insights - Equities

We consider the outlook for equities over the long term and the short term, before considering the options available to investors concerned that equities may be due a fall.

Scottish rate of income tax and pension tax relief

The Scotland Act 2012 gives the Scottish Parliament the power to set the Scottish rate of income tax. As a result, since 6 April 2016, Scottish taxpayers have been subject to lower rates of UK income tax.

Investment Insights: Inflation

Are we seeing inflation being driven upwards by economic drivers rather than by policy-makers? In this paper we investigate whether the recent heightened level of inflation is expected to stay and what the investment options are for pension schemes that wish to protect against such a scenario.

Investment Insights: the cashflow conundrum

This paper looks at how much weight should be given to 'meeting cashflows' when designing an investment portfolio and if there are specific features cashflow negative schemes (i.e. schemes where outgoes exceed income) should look for in their investments.

How to survive the EU referendum?

Policymakers have played an increasing role in the direction of investment markets over recent years - arguably the most significant for UK pension schemes in 2016 is the upcoming vote on whether the UK should remain part of the EU.

LDI in 2016: Navigating your way through the hedging maze

In the latest issue of Investment Insights, we look at how the Liability Driven Investment (LDI) market, which has expanded significantly over the last five years, has become a topic that features on the agenda for many of our clients.

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