Barnett Waddingham promotes 29 staff to support growth

08 June 2018 Consultancy.uk

Actuarial consultancy Barnett Waddingham has promoted 29 staff, as it bids to better handle accelerated complex client demand. The changes include 25 Associates and four Partners.

Founded in 1989, Barnett Waddingham has since grown to become the UK’s largest independent provider of actuarial, administration and consultancy services. The firm employs more than 750 employees across seven UK offices, including 64 Partners. The firm, which acts for a wide range of clients, large and small, in both the private and public sectors, has been working throughout 2018 to bolster its offering in a period of heightened demand for complex advice in the UK consulting industry.

In February, this saw the consultancy make two senior hires for its Defined Contribution consultancy, with the addition of Andy Parker as National DC Consultant and Nick Clynes as Client Relationship Manager. Now the firm has further expanded its senior headcount with the elevation of 29 staff across its operations, including four Partners.

Adam Poulson, Barbara Fewkes, Jon Palin and Liam Mayne

Adam Poulson advises defined benefit (DB) schemes on risk reduction exercises, scheme funding, benefit design, and accounting disclosure, both in the UK and overseas. Prior to arriving at Barnett Waddingham in 2016, Poulson was a Senior Manager for Big Four firm EY and a Senior Consultant with Willis Towers Watson.

Barbara Fewkes specialises in actuarial and consultancy advice for UK schemes and employers, focusing on scheme governance and funding matters, including negotiations with employers, and has aided trustees of schemes winding up outside of the Pension Protection Fund. Fewkes has been with the firm since 2002, becoming an Associate and Scheme Actuary in 2012.

Jon Palin's focus is on longevity and has worked closely with the Continuous Mortality Investigation, helping to produce its Mortality Projections Model and the latest S3 series mortality tables. He also advises schemes and insurers on stochastic models and the causes of death. Palin joined Barnett Waddingham in 2014 from RMS, where he latterly held the role of Director of Actuarial Sciences.

Liam Mayne primarily advises on legacy DB plans, and has experience working with companies on mergers and acquisitions, risk reduction, scheme funding negotiations, benefit design, and accounting disclosures. After a ten year term at Aon, where he became Head of the London Corporate team before exiting in 2016, Mayne first joined Barnett Waddingham as an Associate that year.

Now, all four staff take up the role of Partner, effective immediately. Senior Partner Nick Salter said of the promotions, "As we continue to grow as a business, it is important that we focus on helping our diverse client base solve and manage the complex challenges facing them both today and in the future. Our people make this possible and I have no doubt these promotions will contribute to our success."

Associates

25 further staff were also handed promotions to the rank of Associate. These included Amid Lad in its insurance consulting division, Ross Anderson in public sector consulting, Gordon Banks in private client, and Lucy Blanchard and Steve Johnston in its workplace health and wealth service, as well as Christopher Ward, Joe Hodgskiss, Sarah Lochlund, and Sophia Heathcoat within the investment consulting wing of the firm.

Meanwhile in trustee consulting, Neil Crawshaw, Andy Smith, Claire Mills, Elizabeth Wise and Katie Huxley-Duggan have also been promoted. Finally, within pensions administration, Becky Jaques, Fatim Najafi, Helen Southwell, Jon Bowden, Sara Ryan, Claire Barnes, Simon Maxwell, Steve Ellul, Jonathan Cose, Tim Scholes, and Nick Walker have been promoted to Associate.

Commenting on the collective elevation, Salter added, "As a growing firm, with now over 1,000 employers, our people are the backbone of Barnett Waddingham and I am proud to announce four new Partner promotions and 25 new Associates this year. Each of the Partners and Associates have demonstrated their commitment to the continued growth at Barnett Waddingham and our approach to do the right thing - ensuring the best possible service for our clients.”

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Grant Thornton UK appoints five new Partners

23 April 2019 Consultancy.uk

Sergio Cardoso, Matt Maltz, Jessica Patel, Marc Roberts and Nick Warner have been appointed as partners at Grant Thornton. With the company undergoing a year of transition under new leadership, the new members will help consolidate the firm’s offering as it looks to reach new levels of growth in 2019.

2019 sees Grant Thornton’s UK wing undergoing a process of transformation. As the group looks to ensure its teams “provide the right level of support for profitable growth” and create an environment that “makes it easier for our people to do great work”, the firm has announced a succession of senior appointments across its regional divisions.

In February, this saw Chris Petts and James Bulloss named Partner and Director in the North East and Yorkshire respectively. Now, the UK’s sixth-largest auditing and consulting firm has confirmed the installation of a further five Partners across its UK team.

Sergio Cardoso is a long-standing Grant Thornton employee, having joined from Daniel Auerbach & Company – where he was an Accountant – in 2005. Cardoso rose steadily through the ranks since then, taking up his most recent role as Audit and Assurance Director in 2015. In that role, he focused on dynamic, fast-growing and entrepreneurial private companies, as well as multinational and AIM-listed groups. He now takes up the position of Partner in Grant Thornton’s audit practice.

Grant Thornton UK appoints five new Partners

Nick Warner has been appointed as a partner in Grant Thornton’s VAT team based in London. Bringing more than 20 years of experience in tax to the role, Warner joins the firm from Moore Stephens, where he most recently was VAT Partner, during a five-year stay with the firm. Prior to that, Warner was a Partner in VAT at BDO and PKF UK. He also spent five years at HMRC as a Higher Executive Officer.

Matt Maltz is the first of three Partner appointments in Grant Thornton’s real estate tax division. A former EY Partner in real estate tax, Maltz spent 17 years with the Big Four firm. In his new position with Grant Thornton, he will tackle similar client areas, as a Partner in real estate tax.

Jessica Patel has also been promoted as a Partner in the firm’s real estate tax practice, having been with the firm for more than 15 years. Patel joined Grant Thornton as a trainee in 2003. She is a licensed member of both the Association of Tax Technicians and the Chartered Institute of Taxation. As a Partner, Patel will advise a wide variety of clients ranging from UK property investors and developers to overseas investors and property funds.

Marc Roberts is another Big Four alumnus to join Grant Thornton as a Partner. Roberts exited EY to take up his new position, having been an Associate Partner and real estate advisory lead at the company. With more than 25 years of experience in the financial services sector, Roberts also formerly held a Directorship and headed the corporate finance real estate advisory team at fellow Big Four firm PwC.