Investment services
Providing tailored advice to each unique scheme and trustee board with strategy and risk at the core.
We are the fourth largest investment consultant to pension schemes in the UK, offering truly independent consultancy services to institutional investors such as Trustees, Employers, Universities, Charities and Local Authorities.
Our team of over 90 professionals oversee more than 450 clients with over £70 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 members. This allows us to avoid conflicts of interest and leaves us free to provide bespoke advice 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.
"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."
Investor in Customers Gold 2019
Barnett Waddingham’s administration team have been awarded a ‘gold’ rating by independent assessor Investor in Customers (IIC).
FIND OUT MORE
Related knowledge and resources
Key contacts
Blogs
-
ESG beyond exclusions
In the pensions world 2019 will be remembered as the dawn of Environmental, Social and Governance (ESG). However, concepts li...
-
Covid-19 – central bank and government stimulus
The focus these past few days has been on the various stimulus measures central banks and governments have been offering in a...
-
Coronavirus – the economic impact
The coronavirus is likely to have a significant impact on the global economy. Following the containment measures put in place...
-
Covid-19 – employer-related issues for pension scheme trustees to consider
Amid the COVID-19 outbreak, it is vital that trustees of pension schemes understand how their scheme sponsors are likely to b...
-
Survey of universities’ disclosures: accounting for pension costs
Looking at the significance of schemes in the context of universities’ overall finances, we explore the assumptions adopted b...
-
DB pensions in corporate transactions – an opportunity, not a hurdle
Can DB pensions in corporate transactions be an opportunity rather than a hurdle? Our briefing note explains the key issues, ...
-
Rod Goodyer: defined benefit self-sufficiency
Is self-sufficiency right for you? Rod Goodyer discusses the three key elements of self-sufficiency and any questions investo...
-
Neil Davies: socially responsible investment
With the introduction of social media, Neil Davies explains how socially responsible investment is becoming increasingly impo...
-
Pension schemes with CPI-linked liabilities could see a 10% hit to their funding levels
According to new analysis by Barnett Waddingham, pension schemes with RPI-linked liabilities are likely to see a significant ...
-
Business development specialist joins Barnett Waddingham to lead client development programme
Barnett Waddingham is responding to their continued growth within the market by investing in additional specialist support to...
-
Barnett Waddingham becomes first investment consultancy influencer to support Pensions for Purpose
Barnett Waddingham, the UK’s largest independent provider of actuarial, administration and consultancy services, has partnere...