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Barnett Waddingham
0333 11 11 222
We provide comprehensive, innovative, client focused investment consultancy services to Trustees, Employers, Charities, Local Authorities and Universities.  

Scheme members benefit most when their scheme has strong governance, with trustees, sponsors and their advisers working as a partnership to ensure benefits are paid as promised.

Strategic decisions are of paramount importance; time and resources spent here will contribute far more to achieving the best results than anywhere else. We believe the best strategic decisions are made by trustees who actively challenge and debate issues with their advisers. This leads to engaging discussions which drive our enthusiasm for our work.

We enjoy what we do and we aim to bring this enthusiasm to our discussions with you.  We work as a team with the trustees and sponsors, negating conflicts of interest, real or perceived, so that objectives are met efficiently. We hope that you can, as much as is possible, enjoy setting, monitoring and discussing your investment strategy with us.

 

“The complex strategy review on Inflation and Interest Rates in particular has delivered significant benefits to the Scheme and you were 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

Related knowledge and resources

Blogs

  • Picture for ESG: Integration, not exclusion
    ESG: Integration, not exclusion

    The DWP issued a response to its consultation on trustees’ investment duties in 2018. The focus was on the expectations upon trustees to take account of financially material risks within their investment strategies.

  • Picture for Trustees to consider ESG factors
    Trustees to consider ESG factors

    ESG, SRI, ethical investing are often used interchangeably; but actually they are different and these differences affect how client portfolios should be designed and which investments are appropriate for meeting a client’s objectives.

  • Picture for Assessing private markets
    Assessing private markets

    A key difference between the private and public markets is the level of illiquidity and complexity, with private assets typically being less liquid and more complex than their public counterparts.

  • Investment Insights - Expanding the toolkit: Buy-ins

    Should bulk annuity purchases be of interest to more schemes? With 132 transactions in 2017, this is small compared to the 5,700 UK DB pension schemes. Are schemes missing a trick, or does bulk annuity purchase only make sense in a minority of cases?

  • CMA - spotlight on fiduciary management

    On 12 December 2018, the Competition and Markets Authority (CMA) published its final report in relation to its review of the market for investment consulting and fiduciary management services.

  • Investment Insights: LDI Plus

    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.

  • May 19 2016
    Webinar - How to survive the EU Referendum

    Rather than speculating on the results of the vote on whether the UK should remain part of the European Union (EU), our interactive webinar will offer practical guidance on the issues schemes should be considering.

    Location: Webinar

  • De-risking without significant increases deficit recovery contributions

    As part of their most recent actuarial valuation, Tate & Lyle were seeking to continue to de-risk their £1 billion legacy DB pension scheme, but without a significant increase in deficit recovery contributions.

  • Asset Allocation - Risk Analysis

    In 2013 the Trustees of a Charity asked us to use modelling to illustrate possible future investment returns and volatility resulting from the Charity’s current asset allocation, and then to suggest possible alternative asset allocations.

  • Splitting inflation and nominal interest rates

    During early 2012, one of our schemes was constrained by the funding basis and the availability of contributions from the employer to the extent that it could not afford to reduce the level of risk and purchase additional protection.

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