Sarah Lochlund FIA

Sarah works with clients to develop clear strategies for achieving their investment objectives. She works closely with her clients to ensure the strategies are tailored to reflect their individual beliefs and constraints.

Sarah is also head of our 35-strong Investment Research Team, leading our innovative thinking and supporting our consultants in delivering the best investment solutions across our diverse base of institutional clients. As a result, she is familiar with a wide range of investment solutions.

Sarah has substantial liability-side experience having started her career in the actuarial practice before joining Barnett Waddingham. She is experienced in liability modelling, designing cashflow-focussed strategies, and in executing buy-ins and buy-outs.

Significant experience:

• Providing defined benefit pension schemes with advice on strategic asset allocation and implementation.
• Asset-liability modelling and designing cashflow-focussed strategies.
• Advising trustees on long-term investment planning, including de-risking options.
• Guiding trustees on the journey to endgame and executing buy-ins and buy-outs.
• Carrying out research on investment strategies and applying it to clients’ individual cases.