Pension Investments

for your small
pension schemes

Providing you with strategic investment advice and managing
risk on behalf of pension schemes.
Your investment strategy

Defined Benefit
Pension Schemes

There are areas within your investment strategy that could perform better, we know.
Default Strategy

Defined Contribution
Pension Schemes

Trustees of defined contribution schemes should give greater
attention to developing a suitable default strategy.
Pension Investments

Ensuring big returns for small pension schemes

Finding sound advice on effective investments for small pension schemes can be a challenge. That is why Barker Tatham focuses specifically on helping trustees and companies sponsoring small UK pension schemes for their employees. (For an explanation of what we mean by "small", see our FAQ.)
If you want to reduce your risk we can help you.
If you want to increase your expected returns we can help you.
Risk and Returns
If you want to do both at the same time we can help you do this too.

How do we do this?

By identifying and removing those risks that your scheme is not paid to take, and keeping or increasing those risks that lead to high rewards.

We have a passion for working with small schemes and have developed our approach specifically to suit their needs.

Get in touch

Speak to us today about your pension investments

We focus on the most important issues

Often trustees of small pension schemes are limited by budget and available time when seeking investment advice. We help you focus your resources on areas where they can make the most difference, especially asset allocation. According to research quoted in the Myners Report, asset allocation is the most important factor, accounting for 93.6% of the difference between pension schemes returns. Complex work that is worthwhile for a £1bn scheme is rarely justifiable for a £10m scheme: advice that costs more than the value of any resulting benefit just wastes money.

We provide clear advice

Many aspects of investment are finely balanced, but it would not help you if we ‘sat on the fence’. So we clearly state our recommendations. We’ll also point out the available alternatives and the reasons for our conclusions.

What is more, we aim to explain everything in plain English. This does not always come naturally to actuaries, so we use professional editors to help us.


What our customers say...

Our clients trust our expertise and advice. Here’s what they have to say...

“I work with Barker Tatham as investment advisers on two pension schemes on which I am a Trustee.  They were recommended to me by a colleague and I have no regrets in making the decision to appoint them. 

Overall, an excellent business, offering good quality, independent advice.”

Andy, Independent Trustee

Fixed costs give you control

Trustees of most schemes below £50m tend to be very conscious of fee levels (rightly so, given that it is not their money being spent). A consultative approach with meetings every quarter to develop strategy can be effective. But it is costly. And time consuming. So it’s not often appropriate for small schemes. We offer you an alternative: sound, cost-effective investment advice via a series of tools and packages, mostly with fixed, predictable costs. You only see us when you need us. You only pay for what you need. So you save time and money.

We focus on what’s special about your scheme

A lot of investment advice, while useful, is generic. For example, the issues we raise when advising on gilts versus corporate bonds or active versus passive management will be the same for all of our clients. So we’ve decided to give this to you for free. We will direct you to the specific resources on our website and you are welcome to access this yourself whenever you choose. This means that we can concentrate on helping you with the aspects that are specific to your scheme, so that you get an investment strategy that best meets your needs.

Industry Awards

UK Professional Pension Awards "Investment Consultant of the Year"
• Finalist ten out of eleven years from 2014 to 2024
• Highly commended 2015
European Pension Awards “European Pensions Consultant of the Year”
• Finalist 2021, 2020, 2019, 2018
Pension Age “Pensions Consultant of the Year”
• Finalist eight out of nine years from 2016 to 2024
Workplace Savings & Benefits “Pensions Consultant of the Year”
• Pensions Consultant of the Year - Finalist all six years from 2018 to 2023
• 10 Years of Excellence in Employee Benefits Award – Finalist

Barker Tatham News

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Copyright by Barker Tatham 2024. All rights reserved. Regulated by the Institute and Faculty of Actuaries in respect of a range of investment business activities.

Copyright by Barker Tatham 2024. All rights reserved. Regulated by the Institute and Faculty of Actuaries in respect of a range of investment business activities.