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Friday, 22 September 2023 17:05

BW recruits record 85 apprentices and graduates

Expanding pension consultancy Barnett Waddingham (BW) is recruiting a record 85 apprentices and graduates this year.

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Monday, 23 January 2023 13:38

BW SIPP appoints Foster as new CEO

Simon Foster has been appointed chief executive of Barnett Waddingham SIPP taking over from Julia Bassett who had held the position for 13 years.

Published in Articles
Wednesday, 08 June 2022 10:19

BW appoints 7 new partners in growth drive

Barnett Waddingham, the pensions and professional services consultancy, has appointed seven new equity partners to bring its total number of partners to 93.

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Tuesday, 09 June 2020 12:52

BW warns of pension transfer advice shortfall

Barnett Waddingham has warned that there are likely to be too few advisers to meet demand from the 120,000 pension savers a year it predicts will need DB transfer advice.

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The professional services consultancy Barnett Waddingham has appointed nine new partners across actuarial consulting, investment consulting, pension administration and IT.

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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


Published in Articles
Overhauling the system of pension taxation “risks destroying the foundation of a system that works,” warns Barnett Waddingham
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Wednesday, 20 November 2013 09:44

Barnett Waddingham unveils auto-enrolment website

Barnett Waddingham has launched a website to support its new packaged auto-enrolment solution "A>E".
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Sipp provider Barnett Waddingham has added Brewin Dolphin, Charles Stanley and Rowan Dartington to its discretionary fund management (DFM) panel for its Sipp members.


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Barnett Waddingham's head of Sipp business development, Andy Leggett, says the FCA's latest guide for Sipps operators - FG13/8 - needs to be taken seriously by the advisers when it comes to due diligence.
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