Barnett Waddingham adds six partners and twelve associates

15 August 2017 4 min. read
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Barnett Waddingham, one of the UK’s larger pension and investment consultancies, has promoted eighteen senior advisors, six partners and twelve to associates.

The six new partners are Chris Tagg, Helen Turner, John Hoskin, Neil Davies, Richard Gibson and Zoe Smith. Their promotions takes the size of the Barnett Waddingham’s partner group to 64, across seven locations around the UK: Amersham, Bromsgrove, Cheltenham, Glasgow, Leeds, Liverpool and London. 

Chris Tagg is an experienced pension administrator and client manager for a variety of occupational pension scheme clients. Tagg is also the secretary to the trustees for a range of DB, DC and hybrid schemes. Internally, Chris leads Barnett Waddingham‘ GMP Reconciliation project group – reviewing business needs and strategy around the end of contracting-out.

Helen Turner advises both trustees and employers on a variety of DB pension schemes, and has experience of a wide range of actuarial and consultancy work including valuations, benefit design, corporate accounting work, member communications, wind ups and scheme mergers. Turner is the firm's representative on the actuarial committee of the Society of Pension Consultants, which reviews and responds to consultations affecting actuarial work. 

John Hoskin has a breadth of both industry and consulting industry experience with particular expertise in relation to regulation, the management of unit-linked business including unit pricing and significant experience in all pillars of Solvency II. Hoskin has held Actuarial Function Holder roles for a number of years and advises boards and senior managers on a wide range of actuarial and business issues.

Chris Tagg, Helen Turner, John Hoskin, Neil Davies, Richard Gibson and Zoe Smith

Neil Davies advises a range of UK businesses on investment matters relating to their DB and DC pension schemes. Davies has expertise in a range of investment and actuarial work including strategic investment advice, investment manager selection, valuations, sustainable investment and expert witness support. He also advises charities on the investment of their charitable funds.

Richard Gibson advises pension scheme trustees and corporate sponsors on managing the risk exposure within their pension arrangements. At Barnett Waddingham, Gibson also provides a full range of services to pension scheme trustees including valuations, longevity analysis, review of actuarial factors and ongoing financial management and governance. He acts as lead advisor on regulated transactions to secure longevity risk. 

Zoe Smith is Barnett Waddingham’s Compliance Officer working across the whole business on regulatory, risk and governance matters. She is a member of both the Compliance and Risk forums of the CISI, as well as a member of the Compliance sub-committee of AMPS.

Barnett Waddingham adds twelve associates

In addition, the pension and investment consulting firm has promoted twelve employees to associate. The firm’s Investment Consulting (Chris Binns and Peter Daniels), Pension Administration (Brian Thorne and David Coulthard), Workplace Health & Wealth (Alex Toney and Luke Thackray) and IT/Technology (Laurence May and Robert Edwards) arms all see two advisors promoted to associate. Other new associates are Andi Buddery, who focuses on Marketing, Jonathan Marrow, who serves the Trustee Consulting unit, Tom Cannings, who sits within Insurance Consulting, and Mark Paulson, who is based in Barnett Waddingham’s Longevity Consulting service line.

Commenting on the addition of the partners and associates, Nick Salter, a Senior Partner at the firm said: “Barnett Waddingham is continuing to grow, both in our established markets of pensions and insurance and with our new risk management ventures. We continue to invest in all areas of business, and the breadth of the promotions across the disciplines supports this. Our people are critical in ensuring the advice is appropriate and innovative, and with the additional contribution of these individuals we will continue to exceed the excellent standard of work our clients already recognise from us.”