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
Jemma Arfield Investment Consultant
Michelle Bellwood Associate
Chris Binns Associate
Neil Davies Partner
Jonathan Daykin Partner
Rod Goodyer Partner
Stuart Harrison Partner
Sam Hockey Investment Consultant
Joe Hodgskiss Associate and Investment Consultant
Sarah Lochlund Associate and Investment Consultant
Barnaby Low Investment Consultant
Claire Mills Associate and Proposition Manager
Fatim Najafi Associate and Pension Fund Accounts Manager
Pete Smith Associate and Senior Investment Consultant
Marcus Whitehead Managing Partner
Blogs
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Making predictions just got harderQuestion marks over our ability to predict the future provided two of the highlights of recent our annual pensions conference. Senior Partner Nick Salter explores...
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Cash flow aware investmentDoes 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.
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The pros and cons of four alternative DC investment approachesTrustees 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: 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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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.
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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.
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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
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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
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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.
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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 new Head of DC Investment to navigate evolving landscape
We are delighted to appoint Sonia Kataora as our new Head of DC Investment to lead the provision of investment advice to DC clients.
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Barnett Waddingham appoints first Managing Partner to drive future growth
We are delighted to appoint Marcus Whitehead as our first Managing Partner to lead an ongoing programme of growth and development across the whole business – covering consultancy across risk, pensions, investment and insurance.
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Barnett Waddingham celebrate end to successful 2017 with three new qualified actuaries
We’re delighted to announce three newly qualified actuaries in our Trustee Consulting business, taking the number of qualified actuaries at Barnett Waddingham up to 124.