Investment Consulting

We are the third largest investment consultant to pension schemes in the UK*, offering truly independent investment consulting services to institutional investors such as trustees, employers, universities, charities and local authorities.

We are a proud signatory to the Principles for Responsible Investment (PRI) and are committed to helping our clients understand and implement sustainable investments.

Our team of over 130 investment consulting professionals oversees more than 450 clients with over £140 billion in assets collectively. We enjoy what we do and we aim to bring this enthusiasm to our discussions with you.

We owe our growth and free thinking approach to having no outside shareholders that we need to satisfy and we do not run an investment management or fiduciary management business. Neither do we offer our own master trust for DC pension scheme members. This allows us to avoid conflicts of interest and leaves us free to provide bespoke advice for your investment choices suitable to your specific scheme and requirements.

We believe it is fundamental for stakeholders to understand their current position, their objectives and what needs to be achieved in order to meet these goals. We work collaboratively to reach an investment approach that benefits and protects your scheme members' pension savings.

_{*Based on a three-year average number of investment advisory appointments (Greenwich Survey)}

"The complex strategy review on inflation and interest rates in particular has delivered significant benefits to the Scheme. BW was able to explain the complex investment strategy in a simple manner so that we could all understand and make an informed decision."
Secretary to the Trustees Rexel UK Pension Scheme

Learn more about our specialist investment services

DC investment

A good investment framework should make it easy for defined contribution (DC) scheme members to follow a simple process that results in a tailored, sophisticated investment strategy for their pension, protecting their retirement income.

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DB scheme endgame planning

Our actuarial team can help you approach your DB pension endgame journey with confidence.

We do this by focusing your time and resources on the most important big strategic picture issues facing the scheme – making sure that the decisions you are taking are the best possible to help you achieve your long-term goal.

We use a clear and simple decision-making framework that we call DB Navigator®. Using this framework, our consultants will ensure you have a holistic and dynamic strategy, with integrated risk management at its heart.

Approach your endgame journey with confidence

Outsourced investment services

We provide independent evaluation and oversight of OCIO and fiduciary management services to give trustees confidence in their decisions.

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Family offices, endowments and foundations

If you are an organisation with a multi-generational investment horizon, we can help you take advantage of the long term nature of your organisation and deliver an investment service that truly meets your specific needs.

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Charity investment

We believe that a charity's investment strategy should be fundamentally related to its anticipated distributions.

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Streamlined investment consulting

Our Streamlined Investment Consultancy service provides cost-effective investment solutions for sub-£100 million defined benefit pension schemes.

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"Barnett Waddingham has an outstanding work ethos; always keen to meet clients’ specific challenges with a sensible, personal and pragmatic approach, which sets it apart in the consultancy space. It puts member outcomes at the heart of everything it does."
Pensions Age Awards Judging panel