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
Blogs
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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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Focussing on investment strategyBull equity markets and rock bottom interest rates mean many employers are now looking to take control of their pension scheme investment strategy.
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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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ESG in focus
The DWP issued a consultation on clarifying and strengthening trustees’ investment duties in June 2018, with responses requested by mid-July. What are the key proposals and what might trustees do to prepare?
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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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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 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.
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Barnett Waddingham celebrate exam success with nine new qualified actuaries
Following the latest round of exam results from the Institute and Faculty of Actuaries (IFoA), we’re delighted to announce nine newly qualified actuaries.