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Barnett Waddingham

Displaying items by tag: Barnett Waddingham

Thursday, 12 March 2020 15:57

RPI axe could cause 'seismic' pension problems

Pension consultancy Barnett Waddingham has warned that the potential axing of the RPI inflation measure by the government could have ‘seismic’ implications for pension schemes.

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Thursday, 01 August 2019 12:04

SIPPs firms could be hit by new FCA policy

The FCA’s ‘Retirement Outcomes Review’ policy statement has come under fire from SIPPs specialists.
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Barnett Waddingham has appointed 7 new partners and promoted 28 associates as it expands its business.


The company says that a further 42 current associates have been awarded the title of principal this year.

The company, which currently has 73 equity-owning partners, says the appointments are on the back of continued growth.

Nick Salter, senior partner at Barnett Waddingham, said: “As Barnett Waddingham reaches the 30 year mark, with more than 1,200 staff across our 8 UK offices, our people are still at the heart of what we do in helping clients to solve their complex challenges.

“We continually invest in the development of all our people and we are extremely pleased to be able to appoint 7 new partners and promote 28 new Associates this year, thanks to our continued growth. All 73 of our Partners are full equity owners and the introduction of seven new Partners ensures that our genuine independence continues.”

The seven new partners are:

Andy Parker, who works with a number of corporate and trustee clients.

Barry McKay, a fund actuary to a number of Local Government Pension Scheme (LGPS) clients. 

Chris Hawley, who is a scheme actuary to a number of clients and advises a range of UK businesses on defined benefit pension issues including risk reduction exercises, scheme funding, insurance transactions and accounting disclosures.

John Lawton, a pensions actuary with 20 years’ experience working with trustees and employers. 

Julia Turney, who is responsible for the development of BW’s online wealth and benefits delivery proposition Me2.

Nasir Shah, who supports a range of general reinsurance companies and.

Sonia Kataora, who specialises in providing advice on all aspects of pension investment for DC schemes.

The 28 promoted to associate are:

Catherine Pleass, Actuarial Consulting, Amersham

Jack Sharman, Actuarial Consulting, London

James Jordan, Actuarial Consulting, Cheltenham

Ji-Hyang Lee, Actuarial Consulting, Glasgow

Lauren Round, Actuarial Consulting Liverpool

Lewis Chapman, Actuarial Consulting, London

Mark Tinsley, Actuarial Consulting, Amersham

Nicole Tooze, Actuarial Consulting, Amersham

Harshil Shah, Corporate Consulting, London

Lewys Curteis, Corporate Consulting, Liverpool

Sarah Pearson, Governance, Leeds

Iain Maclugash, Insurance Consulting, London

Ann Tang, IT, Amersham

Alistair Mathew, Investment Consulting, Cheltenham

Dan Wooder, Investment Consulting, Liverpool

Emily Houghton, Investment Consulting, Amersham

Matt Gold, Investment Consulting, London

Sam Hockey, Investment Consulting, Bromsgrove

Katherine Fossett, Longevity, London

Karen Perumal, Marketing, Bromsgrove

Andrea Turner, Pension Administration Leeds

Christine Kerr, Pensions Administration, Glasgow

Gwyneth Lloyd, Pensions Administration, Cheltenham

John Bacon, Pension Administration, Bromsgrove

Tim Roberts, Pension Administration, London

Louise Lau, Public Sector Consulting, Glasgow

Nick Clynes, Workplace Health and Wealth, Leeds

Peter Meyler, Workplace Health and Wealth, London

The 42 Associates awarded the new title of principal:

Barbara-Ann Thompson, Actuarial Consulting, Leeds

Chris Ramsey, Actuarial Consulting, London

Dan Robinson, Actuarial Consulting, Amersham

John Cormell, Actuarial Consulting, Bromsgrove

Jonathan Smart, Actuarial Consulting, Amersham

Jon Worthington, Actuarial Consulting, Liverpool

Rosie Marsh, Actuarial Consulting, Leeds

Scott McGarva, Actuarial Consulting, Glasgow

Will Bennett, Actuarial Consulting, Cheltenham

Will Rice, Actuarial Consulting, Amersham

Jane Ralph, Corporate Consulting, Bromsgrove

Rosie Fantom, Corporate Consulting, London

Tony Broadhurst, Finance, London

Jacqui Derrick, HR, Cheltenham

Chris Binns, Investment Consulting, Leeds

David Moreton, Investment Consulting, Bristol

Ian Mills, Investment Consulting, London

Michelle Bellwood, Investment Consulting, Amersham

Pete Smith, Investment Consulting, Glasgow

Peter Daniels, Investment Consulting, Liverpool

James Harrington, IT Amersham

Amardeep Sitara, IT, London

Amanda Bradley, Pension Administration, Bromsgrove

Ben Clacker, Pension Administration, Cheltenham

Collette Graham, Pension Administration, Cheltenham

David Connell, Pension Administration, London

Fiona Rumsby, Pension Administration, Amersham

Julie Walker, Pension Administration, Glasgow

Mandie Bird, Pension Administration, Cheltenham

Mandy Bridgman, Pension Administration, Bromsgrove

Paula Hendry, Pension Administration, Liverpool

Pete Gage, Pension Administration, Amersham

Sara Cook, Pension Administration, London

Sharon Khan, Pension Administration, Leeds

Tom Cowley, Pension Administration, Bromsgrove

Annemarie Allen, Public Sector Consulting, London

Melanie Durrant, Public Sector Consulting, Cheltenham

Lisa McMinn, SIPP, Glasgow

Tim Saxton, SIPP, Cheltenham

Ian Jones, SSAS, Leeds

Kathryn Rushton, SSAS, Liverpool

Martin Willis, Workplace Health and Wealth, London


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An expert has expressed scepticism over whether a planned rise in auto-enrolment contributions will actually take place in April 2019.
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Barnett Waddingham, the pensions and employee pensions firm, has appointed its first managing partner.
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Barnett Waddingham has achieved silver in the Investor in Customers (IIC) award for client relationship management in self-invested personal pensions (SIPPs) and small self-administered schemes (SSAS).
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Friday, 25 August 2017 17:41

Barnett Waddingham signs major admin deal

Barnett Waddingham, a Sipp provider and one of the UK’s largest independent providers of actuarial, admin and consultancy services, has won a contract to provide admin services to the National House Building Council (NHBC) Pension Scheme.
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Origo has signed another seven SIPP providers to the Options Transfers service in the space of four months, it says.
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Research conducted by Barnett Waddingham, the provider of consultancy and actuarial services, has found that UK employees suffer from “major gaps” in pensions knowledge.
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The Financial Conduct Authority’s final rules on Capital Adequacy imply that fixed term cash deposits that cannot be realised within 30 days will have to be classed as a ‘non-standard’ asset.
Last December, the Financial Conduct Authority released Handbook Notice No. 28.
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