Working with clients to design investment strategies that are consistent with their individual investment beliefs and objectives. Sarah has substantial liability side experience having started her career in the actuarial practice
before joining Barnett Waddingham.
Sarah works closely with Trustees of UK defined benefit pension schemes with assets ranging between £25m and £325m.
As well as acting as the client account manager and lead consultant on a number of clients, Sarah sits on the Strategy Research Team and plays a key role in both carrying out and organising the Firm’s investment research. As a result, she is familiar with a wide range of investment options and is experienced in analysing and constructing the most appropriate growth and protection strategies for clients.
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.