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Barnett Waddingham
0333 11 11 222

Pete Smith

Principal and Senior Investment Consultant

Pete has significant experience in providing investment advice to a wide range of both defined benefit and defined contribution pension schemes.

He believes in providing clients with advice which offers clear direction to assist in making a decision.  Pete uses his experience to help trustees formulate their investment aims and beliefs.  Using these he is experienced in designing and implementing structures which help trustees achieve desired investment returns in a capital efficient and risk controlled manner.

Pete’s extensive experience, clear advice and proactive approach have helped him to become a trusted consultant to a wide range of businesses.

Significant experience

  • investment consulting advice to UK defined benefit and defined contribution pension schemes
  • advice in relation to setting long-term investment strategies, investment manager selection and monitoring, cashflow management, and portfolio rebalancing
  • setting and implementing trigger-based de-risking strategies enabling trustees to meet their long-term funding objectives.
  • advice in connection with liability driven investment and other forms of asset/liability management

Comment & Insight

  • Blog post Expanding the investment toolkit: Buy-ins

    Large funding deficits and low yields have meant that annuities haven’t been considered a suitable asset over the last decade. However, that picture is changing, slowly.

  • Blog post Cash flow aware investment

    Does regular and reliable income as well as the scope for capital appreciation provided by illiquid assests really offer defined benefit (DB) funds the best of both worlds? We examine several considerations for trustees of DB plans in owning them.

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