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Barnett Waddingham
0333 11 11 222

Adam Walker FIA

Partner

Adam is Scheme Actuary to around 14 schemes and acts as investment consultant to a number of pension scheme and charity clients.  He also gives corporate advice to UK businesses. 

Adam has a breadth of experience in specialist areas as well as mainstream actuarial work, as well as being the main contact and 'one-stop shop' for a number of clients. 


Significant experience:

  • his scheme actuary clients have aggregate assets of around £400 million, including schemes with assets around £100 million, with UK and international sponsors

  • experience of distress cases with TPR and PPF involvement

  • investment advice to DB and DC pension schemes, including specialist investment-only advice on cases up to £200 million

  • recent work includes acting for the trustees of a £50 million DB scheme in a major restructuring involving a transformation of the nature of the principal employer within a global group

  • winding-up work, including insolvent buyouts of large schemes up to £100 million in the days before the PPF, solvent buyouts and  specialist troubleshooting of problem PPF case.

  • managing client servicing teams, including administrators and other specialists

Other expertise:

  • Scheme Actuary and other actuarial advice to trustees.

  • advice to corporates on defined benefit (DB) and defined contribution (DC) pensions.

  • investment advice to UK DB and DC schemes and also charities.

  • winding-up work, buy-outs and buy-ins, PPF cases.

Comment & Insight

  • Case study Asset Allocation - Risk Analysis

    In 2013 the Trustees of a Charity asked us to use modelling to illustrate possible future investment returns and volatility resulting from the Charity’s current asset allocation, and then to suggest possible alternative asset allocations.

  • Briefing Investment strategy for charities

    Charities can have very different investment needs to other investors, particularly in terms of the certainty, size and nature of their future income and expenditure.

  • Briefing Is your charity thinking with clarity?

    Barnett Waddingham’s team of highly capable and enthusiastic investment consultants can help your charity’s investment committee to review their objectives and monitor their investment strategy.

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