Chris advises a diverse range of trustee boards on their defined benefit and defined contribution pension scheme investments.
He heads up our real assets research, considering assets and funds that have returns which are linked to inflation. Real assets can be useful to meet benefit payments and help to diversify sources of return. Chris sits on the Institute and Faculty of Actuaries Infrastructure working party.
Chris works on clients of all sizes and provides advice that is tailored and appropriate for each board of trustees. His goal is to work with clients to provide relevant advice so that work is collaborative and leads to a long term client relationship.
He is our expert on real assets, regularly meeting with investment managers to discuss their funds and influence the development of relevant new products.
Chris works on defined benefit and defined contribution pension schemes covering some of Barnett Waddingham’s smallest clients, up to supporting our partners on our largest defined benefit schemes. Every scheme comes with its challenges whatever its size, making it enjoyable to ensure Chris’ advice provides value.
He works with professional, independent and employer and member nominated trustees, enjoying the challenge of making technical investment issues understandable. Chris has experience with in house pension teams and working collaboratively with employer representatives.
- from the start of his client relationships Chris encourages robust governance so that his clients take appropriate advice and can evidence their decision making process. This leads into setting investment objectives and beliefs and constraints for setting and then implementing strategy
- advising trust-based DC schemes, combining quantitative analysis with subjective elements covering value and product innovation
- advice on de-risking using triggers, with implementation strategies including in house monitoring, using an investment manager and through an investment platform
- implementation of liability driven investment strategies, from initial training, manager selection to implementation, helping non-professional trustees be comfortable with this complex strategy solution
- experience of taking on clients that have more unusual asset classes such as illiquid bonds, structured products and with-profits policies
Chris regularly speaks at internal and external pensions and investment events, recent conferences include the Association of Consulting Actuaries and Trustee training events.