Long Term Savings and Investments | Baringa

Long Term Savings and Investments

Elevating you through the challenging times

From smart automation and digital insight to demystifying and democratising pensions and investments, we’ll help you exceed the expectations of your clients. We bring together industry professionals with actuarial, operational and ESG specialists. So you get the authentic and original ideas to improve customer, employee and stakeholders demands. We’re pragmatic and we focus on the real challenges affecting your business, adapting our approach to do what’s right for you.

Drove 17% efficiency boost

We developed and implemented new people, process and technology solutions to free up capacity and investment. The results have transformed client service and experience
Put the customer at the heart of the client experience

We developed and implemented a fully interactive and user-friendly client engagement platform -- boosting experience, satisfaction and retention
Boosted risk confidence and control

We redesigned risk management training to bring capabilities up-to-date and foster closer collaboration between frontline teams and risk and compliance specialists

Our Insights

Alex Gurr and Laura McKim

FS in Focus: Transforming workforces and unlocking talent

Alex Gurr and Laura McKim discuss the future of work in financial services and finding the right balance between short-term results and long-term vision.

Two businesswomen having a discussion at a desk

UK Wealth and Retirement Market Survey

Our report canvases views from clients within the Wealth and Retirement sector to understand trends in strategic trajectory and organisational changes across the sector.

Read more

Woman in the mountains

Using capital markets to drive sustainable outcomes

Emily Farrimond is joined by Simon Abrams, Baringa, and Ian Simm, CEO and founder of IMPAX Asset Management.

Read more

Professionals having a meeting

The changing world of asset management

Asset Managers are facing unprecedented industry shifts and developments. As a result, they have been forced into fundamentally rethinking their business.

Read more

Our Impact

A person looking at data on a tablet

Salesforce transformation at global wealth management company

How we defined and delivered a new digital operating model across UK and Asia powered by Salesforce.

Read more

Our Experts

Katharine Williams

Partner, expert in Long Term Savings and Investments

Contact Katharine