Rod Goodyer

Jun 13, 2024 | barnett-waddingham.co.uk | Ruth Thomas |Rod Goodyer |Paul Latimer

Around 200 guests joined BW hosts for the party which was held at the Wagtail Rooftop Bar & Restaurant in central London on Wednesday, 12 June. The evening started at 6pm with guests greeted on arrival with cocktails and mocktails before being confronted with a stunning view of the city skyline. A roaming oyster shucker proved particularly popular with guests with a taste for fresh seafood, while others enjoyed cheeses, canapes and gelato.

Jan 2, 2024 | barnett-waddingham.co.uk | Matt Tickle |Rod Goodyer

In the second of our series of videos covering the first ever superfund deal, our panel considers the investment strategy of the Sears scheme over recent years – considering how the investment strategy was designed to provide flexibility towards achieving alternative endgames for the scheme. Questions from trustees ahead of the deal focused on whether the deal meant members would need to bear more investment risk in order to receive their benefits in full.

Jan 2, 2024 | barnett-waddingham.co.uk | Matt Tickle |Rod Goodyer

In this third in our series of videos, you will discover details about the execution of the first ever superfund deal in the final few months running up to its closing. Head of Investment Consulting, Rod Goodyer explains what the key risks were that BW was managing on behalf of the Sears members and how we worked with the Clara team and its advisers. We explain the similarities and differences between the superfund deal and a bulk purchase annuity transaction.

Jan 2, 2024 | barnett-waddingham.co.uk | Matt Tickle |Rod Goodyer

A major evolution in endgame strategies for defined benefit pensions schemes saw the first superfund consolidator deal completed between Sears Retail Pension Scheme and Clara-Pensions. In the first of a series of three videos, BW's Matt Tickle and Rod Goodyer talk to Dan Adams, Chief Commercial Officer at Clara, to reveal insights into the deal, BW’s key role and what it means for the wider industry.