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Useful Resources

We have gathered a wide range of useful resources and links for you to utilise
Government departments and bodies
Pension Publications
Professional bodies

Market Reports

As investment consultants, we only provide strategic investment advice. Following and calling markets is best left to the experts (fund managers). The kind people at Momentum Global Investment Management have allowed us to link to their weekly market updates.

We find them useful. We hope you do too. If you would like any more information about Momentum GIM please contact:

Russell Andrews, Head of Distribution Services
Direct line: + 44 (0)207 618 1803
E-mail: marketingcs@momentumgim.com
Get in touch

Speak to us today about your pension investments

Providers of related professional services

We provide strategic investment advice to small UK pension schemes. That’s all we do. That’s all we intend to do. We know that it can sometimes be hard to find the right expert for the job. So we’re happy to list some of our contacts in related fields.

We ask that if you do end up using one of these contacts, that you let them know who told you about them. Also let us know about the quality of service you received. We will post your feedback for the benefit of the other users of this site.

Pension Consultants

Simon Lawrence of Triangle Pensions – 01923 650333
www.triangle-pensions.co.uk
info@triangle-pensions.co.uk

Triangle Pensions provides a range of actuarial, pension and benefits consultancy and project management support to those involved in pension scheme and broader Human Resources management.

We offer clients a flexible, customer-focused and affordable alternative to “Big Consultancy”.

We are: 

  • passionate – about quality and about delivering our services to you on time and within budget,
  • hungry – we recognise the importance of ensuring each relationship is mutually beneficial,
  • articulate – we ensure that you understand what we are telling you and the consequences of the decisions and actions that you will need to take, and
  • lean – this is reflected in the rates that we are able to charge for our time

Independent Trustees

Michael Burgess of MJB Independent Trustee Limited – 0794 979 9716
www.mjbindependenttrustee.co.uk
michaeljb95@btinternet.com

Independent trustees

Michael has been a trustee of occupational pension schemes over the last 30 years.During that time he has been a Director of various trustee companies and has therefore been involved in the management of those businesses. This has included chairing meetings and on other occasions taking and producing minutes of meetings.

He has worked on a wide variety of cases ranging from one that has gone through PPF assessment, DB schemes being wound up on a full buy out basis, a DC scheme being wound up and DB schemes that are open as well as those that are closed to new members.

Over the years a wide variety of different issues have been encountered. Involvement with the relevant authorities such as the Pensions Regulator has featured from time to time. He has also built up a network of connections that can be called upon for support or for inclusion where adviser reviews are being undertaken.

Trustee Governance

Michael Clark of Clark Benefit Consulting – 0845 4334 199
www.clarkbenefitconsulting.co.uk
enquiries@clarkbenefitconsulting.co.uk

Trustee Governance

At Clark Benefit Consulting (CBC) our focus is on delivering not on formality. We are all about helping trustee boards run effectively, ask the right questions and make the right decisions. We are known for our innovative thinking and refreshingly modern approach, sharing a passion for what we do with our clients.

Our backgrounds of more than 20 years in pensions covers, trustee secretariat support, governance reviews, administration, pension’s management, communications, investment  and scheme actuarial. We have worked within many different organisations, systems and processes which have given us a wide, and as importantly, a practical understanding of helping trustee boards work even better.

Some of the things we can help you with:

  • Secretary to trustee boards and committees
  • Trustee board governance reviews
  • Trustee adviser reviews
  • In house pension manager services
  • In short, we care, we get the job done.

HR Consultants

Yvonne Foster of Lotus Human Resource – 020 8150 9960
www.lotushr.co.uk
yvonnef@lotushr.co.uk

Yvonne is heading Lotus HR, the consultancy that provides expert HR help and advice to ensure business-owners become better employers.

She has a proven track record of leading a diverse range of projects and managing learning & development programmes. Previously, she worked as an interim manager and head of learning and development, in both the public and the private sector.  Yvonne is educated to doctorate and masters level, CIPD-qualified, and a professionally trained facilitator and coach.

Lotus HR train managers to understand the benefits of proper HR procedures, keep them up-to-date with ever-changing HR legislation, and help organisations get the most out of their employees.

Lotus HR works with companies both large and small in the public, private and voluntary sectors, mostly in London and the southeast, and can help with all people management issues, including:

  • Absence management
  • Disciplinary and grievance
  • Discrimination
  • Dismissals
  • Employment contracts
  • Health and safety
  • Performance management
  • Recruitment and selection
  • Redundancy
  • Training and development

Unrelated Services

We want to stay at the sharp end of our industry. That means we need to focus on doing what we do best, and outsourcing areas outside of our expertise. We are happy to share details of these people whom we work with and trust.

Again, if you do use any of these contacts, please let them know where you heard about them.

Accountant

Scott Moreton of Wheawill & Sudworth
01484 423691
www.wheawills.co.uk scott.moreton@wheawills.co.uk

Accountant

Wheawill & Sudworth is a very well-established professional services firm providing pro-active and common sense assistance and ideas to help achieve our clients’ objectives. Our independent and partner-driven approach ensures clients receive advice they can rely on and trust.

Both individual and business clients can benefit from the full range of service-lines available to them, including:

  • All-round accounting support including VAT return preparation, payroll processing, management accounts and year-end returns
  • Self-assessment tax work for individuals and companies
  • High level tax planning from CGT/IHT mitigation through trusts to remuneration strategies and employee incentive schemes
  • Audit/assurance reporting for larger and specialist businesses
  • Corporate finance expertise covering business valuations, M&A, debt/equity finance-raising and due diligence
  • Competitive and clear fee structures provide excellent value for money and no nasty surprises!

Mentoring

David Mellor of Viridian Corporate Financing
020 3416 3623
www.viridiancf.co.uk
david.mellor@viridiancf.co.uk

Prior to setting up his own consultancy in 2001, David spent 25 years in commercial and investment banking with HSBC and Deutsche Bank, specializing in relationship management and venture capital .His activities now embrace managing strategic change and implementation risk, raising business finance, and mentoring existing and aspiring entrepreneurs. He is a recognized expert in his field, regularly speaking at conferences, and running seminars and workshops. David’s experience includes public sector consultancy and training, including working with a major HR consultancy and a government agency by providing one-on-one and group mentoring to aspiring entrepreneurs.

He is Executive Chairman of Viridian Corporate Finance Limited (a corporate finance boutique), Non-Executive Chairman of Lysis Financial Limited (a consultancy specializing in operational change management in financial services) and a Non-Executive Director of Azure Partners Limited (a management consultancy focused on entrepreneurial businesses).

David holds a Bachelor and a Masters degree from the University of Cambridge, and is a member of the Institute of Directors. He teaches business management at Cass Business School, and has lectured on Bank Strategy and Management at City University London.

IFA

Bradley Jones of Sterling and Law Group
07889 322 263
www.sterlingandlaw.com
bradley@sterlingandlaw.com

Independent financial advisor

Bradley Jones has been an Independent Financial Adviser with Sterling and Law since 2001. He has a wealth of experience, having worked in financial services since 1990, and originates from a banking background.

Bradley has built up an enviable knowledge of the protection, corporate, mortgage and finance markets, but his expertise has developed into more specialist pensions, investment and inheritance tax work in recent years.

Bradley also helps head up our compliance department and advises on the regulation of our business.

In summary, whether your needs are personal or business related, or if you need protection, finance, or investment advice, Bradley Jones offers an excellent knowledge and breadth of view.

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Dingwall Road
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AddressHead Office
Barker Tatham
Amp House
Dingwall Road
Croydon
CR0 2LX
Stay ConnectedSocial Media

Copyright by Barker Tatham 2020. All rights reserved. Regulated by the Institute and Faculty of Actuaries in respect of a range of investment business activities.

Copyright by Barker Tatham 2020. All rights reserved. Regulated by the Institute and Faculty of Actuaries in respect of a range of investment business activities.