Peter Daniels FIA

Partner and Head of FM Evaluation

Peter works with a range of UK defined benefit pension schemes on investment strategy. He helps trustees devise strategies consistent with their investment beliefs and objectives, and is experienced in designing growth asset portfolios and liability matching strategies for clients. He has substantial liability side experience having started his Barnett Waddingham career in the firm’s actuarial practice. 

More recently, Peter has spent considerable time researching the OCIO and fiduciary management market and has helped to develop the firm’s renowned outsourced investment services (FM Evaluate). He has practical experience of fiduciary manager selection exercises and ongoing performance monitoring.  

He helps trustee boards set investment governance frameworks appropriate for their individual schemes and is a strong believer that an independent advisory function is important in all cases.

Significant experience:

  • assisting trustees with the setting of investment beliefs and strategic objectives
  • investment strategy setting and monitoring
  • design and implementation of LDI strategies
  • asset-liability modelling
  • fiduciary management oversight - selection and monitoring


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