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Barnett Waddingham
0333 11 11 222
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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

Charity Investment

We believe that a charity's investment strategy should be fundamentally related to its anticipated distributions
Fiduciary Management Oversight Services

Bringing the independence and impartiality required to give trustees confidence in their fiduciary management arrangement

Related knowledge and resources

Key contacts

Picture of Alex Pocock Alex Pocock Partner and Head of Investment Consulting Picture of Matt Tickle Matt Tickle Partner Picture of David Clare David Clare Partner Picture of Neil Davies Neil Davies Partner Picture of Jonathan Daykin Jonathan Daykin Partner Picture of Rod Goodyer Rod Goodyer Partner Picture of Stuart Harrison Stuart Harrison Partner Picture of Marcus Whitehead Marcus Whitehead Managing Partner Picture of Michelle Bellwood Michelle Bellwood Associate Picture of Chris Binns Chris Binns Associate Picture of Joe Hodgskiss Joe Hodgskiss Associate and Investment Consultant Picture of Sarah Lochlund Sarah Lochlund Associate and Investment Consultant Picture of Fatim Najafi Fatim Najafi Associate and Pension Fund Accounts Manager Picture of Pete Smith Pete Smith Associate and Senior Investment Consultant Picture of Jemma Arfield Jemma Arfield Investment Consultant Picture of Sam Hockey Sam Hockey Investment Consultant Picture of Barnaby Low Barnaby Low Investment Consultant
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Blogs

  • Picture for Making predictions just got harder
    Making predictions just got harder

    Question marks over our ability to predict the future provided two of the highlights of recent our annual pensions conference. Senior Partner Nick Salter explores...

  • Picture for Cash flow aware investment
    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.

  • Picture for The pros and cons of four alternative DC investment approaches
    The pros and cons of four alternative DC investment approaches

    Trustees of DC schemes have never had more choice in the range of available investment options. Here we analyse the strength and weaknesses of four alternative approaches to passive global equities and diversified growth funds.

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  • 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.

  • ESG in focus

    The DWP issued a consultation on clarifying and strengthening trustees’ investment duties in June 2018, with responses requested by mid-July. What are the key proposals and what might trustees do to prepare?

  • Investment Insights: Governance

    In this paper we demonstrate the importance of governance and explain how taking the time to ensure you have strong governance in place will bring real benefits.

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  • Jan 15 2019
    Investment Conference | Birmingham

    At our Investment Conferences we cover the most pressing investment issues for pension scheme trustees, employers and pension professionals.

    Location: The Belfry, Birmingham

  • Jan 24 2019
    Investment Conference | London

    At our Investment Conferences we cover the most pressing investment issues for pension scheme trustees, employers and pension professionals.

    Location: etc.venue 155 Bishopsgate, London

  • Jan 31 2019
    Investment Conference | Manchester

    At our Investment Conferences we cover the most pressing investment issues for pension scheme trustees, employers and pension professionals.

    Location: etc.venue, Manchester

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  • 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

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  • 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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