-
Blog
Charity Finance Survey: Optimising investment outcomes
Charities need to maximise resources for greater impact. Our blog highlights key takeaways from our survey response to the Charity Finance Survey.
-
News
Key senior appointments strengthen investments team
Senior appointments made to BW's Insurance & Longevity and Investment Consulting teams will strengthen our innovative offering to clients.
-
Briefing
How trustees can make the right decisions about investing charity funds
This briefing helps trustees' make informed decisions on investing charity funds, aiming to improve outcomes and help charities support their beneficiaries.
-
News
End of Bank of England intervention – next steps | 10 October
With BoE intervention ending on October 14, what are the next steps pension schemes should be taking?
-
News
BW advises on £21m full buy-in with Legal & General
The trustees of the Kesslers Group Pension Plan have completed a transaction with Legal & General to purchase a bulk annuity contract for the entire plan.
-
Briefing
ESG in focus
The DWP issued a consultation on clarifying and strengthening trustees’ investment duties in June 2018, with responses requested by mid-July. What are the key propo…
-
Video
Neil Davies: socially responsible investment
With the introduction of social media, Neil Davies explains how socially responsible investment is becoming increasingly important. He looks at the difference betwe…
-
Case Study
Asset Allocation - Risk Analysis
In 2013 the Trustees of a Charity asked us to use modelling to illustrate possible future investment returns and volatility resulting from the Charity’s current ass…
-
Briefing
Investment strategy for charities
Charities can have very different investment needs to other investors, particularly in terms of the certainty, size and nature of their future income and expenditu…
-
Briefing
Is your charity thinking with clarity?
Barnett Waddingham’s team of highly capable and enthusiastic investment consultants can help your charity’s investment committee to review their objectives and mon…