Finding sound advice on effective investments for small pension schemes can be a challenge. That is why at Barker Tatham we focus specifically on helping trustees and companies sponsoring small UK pension schemes for their employees.
Dedicated to you
Meet the Barker Tatham team
With over 50 years combined experience in investments and pensions, our team are well equipped to support your pension investment requireemnts.
I have 30 years’ experience in investments and pensions. I am a qualified actuary and an ex-fund manager. I managed bond and derivative portfolios, first for Commercial Union and then for GE Capital. I then found my vocation on the other side as an investment consultant. After what was effectively an apprenticeship with PricewaterhouseCoopers, I built and ran three investment consultancy practices – at Gissings, SBJ Benefit Consultants and JLT Benefit Solutions – before deciding to set up my own with my friend and ex-colleague, Charles
I have 38 years’ pensions and investment experience gained at asset managers and consultancies. I specialise in the design and implementation of risk management solutions. Before joining Steve at JLT Benefit Solutions to help him set up the investment practice there, I advised on and implemented client strategies at Investment Solutions, Legal & General Investment Management and Ernst & Young. Like Steve, I am a Fellow of the Institute of Actuaries and hold the Investment Management Certificate.
Ensuring big returns for small pension schemes
If you want to reduce you 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.
FT Pensions and Investment Professionals Awards “Investment Consultant of the Year”
• Finalist 2015, 2014 • Special mention for “Client referrals and common sense” 2017
Pension Age “Pensions Consultant of the Year”
• Finalist 2021, 2020, 2019, 2018, 2016
European Pension Awards “European Pensions Consultant of the Year”
• Finalist 2021, 2020, 2019, 2018
Workplace Savings & Benefits “Pensions Consultant of the Year”
• Finalist 2021, 2019, 2018
Trusted by our clients
Our clients trust our expertise and advice. Here's what they had 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.”