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
Marcus Whitehead Managing Partner
Michelle Bellwood Associate
Chris Binns Associate
Peter Daniels Associate
Joe Hodgskiss Associate and Investment Consultant
Sarah Lochlund Associate and Investment Consultant
Pete Smith Associate and Senior Investment Consultant
Jemma Arfield Investment Consultant
Sam Hockey Investment Consultant
Barnaby Low Investment Consultant
Paul Maguire Investment Consultant
Ian Mills Senior Investment Consultant
Blogs
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ESG: Integration, not exclusionThe 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.
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Trustees to consider ESG factorsESG, 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.
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Assessing private marketsA 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.
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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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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.
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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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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.
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Barnett Waddingham strengthens charity offering with a hire from National Trust
We are proud to announce the appointment of Paul Maguire as Investment Consultant to the charity and not-for-profits sector.
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Barnett Waddingham welcomes the CMA’s drive for greater competition in fiduciary management
The CMA has announced its provisional decision on reforms for the supply and acquisition of investment consultancy and fiduciary management services. David Clare, Head of Fiduciary Management Oversight, details what this means for trustees.