Investment services
Providing tailored advice to each unique scheme and trustee board with strategy and risk at the core.
Related knowledge and resources
Key contacts
Alex Pocock Partner and Head of Investment Consulting
Matt Tickle Partner
David Clare Partner
Neil Davies Partner
Jonathan Daykin Partner
Rod Goodyer Partner
Stuart Harrison Partner
Sonia Kataora Partner and Head of DC Investment
Marcus Whitehead Managing Partner
Esther Hawley Associate
Sarah Lochlund Associate and Investment Consultant
Iain Maclugash Associate and Actuary
Sarah Pearson Associate and Chartered Financial Planner
Jemma Arfield Investment Consultant
Sam Hockey Investment Consultant
Barnaby Low Investment Consultant
Paul Maguire Investment Consultant
Chris Pritchard Investment Consultant
Blogs
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Have you thought about what your consultants do for you?New draft regulations were published recently by TPR, in order to help pension trustees set objectives for their investment consultancy provider. Ian Mills provides further insight on this and advises on actions trustees should take to meet requirements.
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Building a modern growth portfolioBuilding a modern growth portfolio - Have Diversified Growth Funds actually disappointed? Jemma Arfield and Chris Binns explore whether investors are expecting too much.
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ESG investments and the role of trusteesESG is a hot topic at present for those who manage DC pension schemes. Regulatory requirements from the DWP and TPR means trustees now have to consider how ESG affects the investment strategy for their members. What are the implications of this change?
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Property: Is it time for pension schemes to take the next step on the property ladder?
As more of the property market opens up to investments, property should remain an important part of pension scheme’s strategies.
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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?
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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.
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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.
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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.
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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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Gold standard for customer experience across all trustee services
Through our hard work and dedication to clients we have been accredited a ‘Gold Award’ from the independent Investor in Customers (IIC) assessment process for our consultancy and administration services.
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Barnett Waddingham revamps its fiduciary management evaluation services
Our independent advisory services for fiduciary management is evolving, with a name change to FM Evaluate, and a new leader. Previously called Fiduciary Management Oversight, the change to FM Evaluate.
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Barnett Waddingham appoints industry specialist to further enhance Investment Consulting services
We are welcoming industry specialist Ian Mills to the BW team, enhancing our investment consulting offering and helping to develop services to DB pension schemes.