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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.

Marcus Whitehead, Partner and Head of Investment Consulting, talks about the current investment landscape.

Related knowledge and resources

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.

  • Investment Insights - Equities

    We consider the outlook for equities over the long term and the short term, before considering the options available to investors concerned that equities may be due a fall.

  • Scottish rate of income tax and pension tax relief

    The Scotland Act 2012 gives the Scottish Parliament the power to set the Scottish rate of income tax. As a result, since 6 April 2016, Scottish taxpayers have been subject to lower rates of UK income tax.

  • Investment Insights: Inflation

    In this paper we investigate whether the recent heightened level of inflation is expected to stay and what the investment options are for pension schemes that wish to protect against such a scenario.

  • Jan 11 2018
    Birmingham Investment Conference

    Debate and discuss with industry experts on the most pressing investment problems for pension scheme trustees, employers and pension professionals at our 10th annual Birmingham Investment Conference.

    Location: The Belfry, Birmingham

  • Jan 25 2018
    London Investment Conference

    Debate and discuss with industry experts on the most pressing investment problems for pension scheme trustees, employers and pension professionals at our London Investment Conference.

    Location: 155 Bishopsgate, London

  • 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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