Jude Bennett FIA

Jude joined BW as a Senior Investment Consultant in 2020 and became a Partner in 2023. He is an actuary, providing investment advice to trustees and employers of defined benefit (DB) and defined contribution (DC) pension schemes, as well as bolstering the skills of our growing streamlined DB investment consulting service.

Jude’s main areas of expertise is in advising trustees of DB schemes on all aspects of investment strategy, taking account of the full context of the scheme with regards to the nature of the employer covenant and the funding position. His advice has an emphasis on directness and clarity, focusing on the areas likely to have the greatest impact on a scheme’s position and avoiding unnecessary complexity.

He has advised schemes with a very wide range of sponsors, including industrials, insurers, asset managers, charities and public sector organisations. Jude’s client base has included multinational organisations, as well as UK-based sponsors.

His experience covers a wide range of schemes, investment vehicles, employer covenant context and Pensions Regulator involvement.

Significant experience:

• Developed a range of models and advisory reports to illustrate risk and other characteristics of different investment strategies
• Development of BBS’s fiduciary manager oversight services
• Bulk annuity broking and implementation services