Helping trustees and employers get the best out of their pension schemes, with industry-leading advice and expertise

Looking to set up a new pension scheme, get more value from your existing one, or wind it up?

With First Actuarial, you’ll have a well-run pension scheme that is an asset rather than a liability, supported by expert consultants.

At First Actuarial, we’ve built up a business that people trust, by paying close attention to our clients’ needs and putting their interests first.

We can help you get pension benefits paid, by striking the right balance between investment risk and reward, and company contributions.

Latest news

Take a look at our 2020 training courses for scheme trustees | Hilary Salt to speak at Evershed Sutherlands 14th Annual Pensions Conference, December 2019 | We're hiring! Check out our current job vacancies | First Actuarial to provide full trustee services to the Riverside Group Pension Scheme | Peterborough office welcomes two new admin staff members | New appointment at Portland College Pension Scheme | Peter Norman appointed Scheme Actuary at JG Windows Ltd | Peterborough payroll team hit the big 100 | CASS appoints Simon Redfern to review AE compliance and benchmark DC scheme | Robert Wakefield reports on DB consolidators in Pensions Aspects | Hilary Salt speaks as part of CDC case study panel session at PMI annual conference | Bonds: A licence to kill? Article by Marcos Abreu in Pensions Aspects | Hilary Salt and Dale Walmsley to speak at NHS event | First Actuarial joins the Pensions Administration Standards Association (PASA) | Greenoak Housing Association appoints First Actuarial | First Actuarial grows its agricultural client base | Take a look at our 2020 training courses for scheme trustees | Hilary Salt to speak at Evershed Sutherlands 14th Annual Pensions Conference, December 2019 | We're hiring! Check out our current job vacancies | First Actuarial to provide full trustee services to the Riverside Group Pension Scheme | Peterborough office welcomes two new admin staff members | New appointment at Portland College Pension Scheme | Peter Norman appointed Scheme Actuary at JG Windows Ltd | Peterborough payroll team hit the big 100 | CASS appoints Simon Redfern to review AE compliance and benchmark DC scheme | Robert Wakefield reports on DB consolidators in Pensions Aspects | Hilary Salt speaks as part of CDC case study panel session at PMI annual conference | Bonds: A licence to kill? Article by Marcos Abreu in Pensions Aspects | Hilary Salt and Dale Walmsley to speak at NHS event | First Actuarial joins the Pensions Administration Standards Association (PASA) | Greenoak Housing Association appoints First Actuarial | First Actuarial grows its agricultural client base |

Pension freedoms – How to help your employees manage their retirement income

At First Actuarial, I lead a specialist team that works with employers to provide financial education in the workplace. Pension freedoms is something we often discuss with our clients’ employees, addressing its impact in a range of formats – from group workshops to drop-in surgeries and face-to-face sessions.
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Intergenerational fairness – Why solidarity beats conflict every time

As intergenerational fairness climbs up the political agenda, First Actuarial’s Hilary Salt previews a fringe meeting at TUC Congress, Brighton. Intergenerational solidarity beats intergenerational conflict will explore how pension professionals and trade unionists can work together to improve pensions and living standards across the generations.
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What we do

Defined Benefit

We’ll help keep costs down, while controlling your liabilities and monitoring investments. We can give you the tailored advice and information you need to meet your pension scheme goals.

Find out how we can help you

Defined Contribution

We’ll help you run a compliant scheme that works for the business and its employees. Whether you’re managing a large DC scheme or auto-enrolling, we’ll make every penny count.

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Financial Wellbeing

With our independent financial education, your pension scheme becomes an asset, helping you attract and retain the best people, and promoting a productive and anxiety-free workplace.

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What sets us apart from our competitors?

We tailor our pensions advice to your needs and objectives

There’s no standard pension scheme. Each comes with its own strengths and challenges, and our goal is to put in place the most suitable plans and strategies for your needs.

There’s no average scheme member either. We explain options in a variety of ways so every member can make decisions based on a sound understanding.

We focus on our clients, and their pension scheme members

We don’t waste our energies on meaningless awards or promotions. If you see First Actuarial in the news, it’s because of the hard work we put into supporting trustees, employers and members.

Client satisfaction is what matters to us. Our time is best spent focusing on your pension scheme to deliver the services you really need.

We get great results by challenging conventional thinking

Whether we’re working out the right level of investment risk for your scheme, or managing your liabilities, our experienced advisers aren’t afraid to make recommendations that go against the grain.

We listen carefully to what our clients want to achieve, and find cost-effective ways to help. We often use industry standard methods, but where it’s in the best interests of our clients we’re not afraid to adopt a fresh approach.

Good down to earth pensions advice, provided on time and within budget, with clarification on queries always offered promptly.

Staff are professional and knowledgeable, and have the ability to explain complex technical areas. They are also super friendly, approachable and flexible, which made working together so rewarding!

We have been very impressed with the quality of service we've received to date. All of the staff are very approachable and have gone the extra mile to support us.

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First Actuarial case studies

RSPB

The RSPB was determined to minimise the impact of its new defined contribution scheme on employees, and appointed First Actuarial to support the transition and select a provider with strong ethical values.

“I would definitely recommend working with First Actuarial. Their consultants went over and above the call of duty to make sure the project progressed smoothly.”

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The Kennel Club

Concerned about the risk of an Employer contribution increase as a result of high liabilities, Trustees of the Kennel Club Pension Fund turned to First Actuarial.

“They’re extremely professional and helpful. Their input always seems sound, logical and well presented. First Actuarial handled the transition well, they provide us with helpful guidance, and have delivered what they promised when they pitched for the work.”

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Bolton Cares

Taking responsibility for care services previously provided by a local authority, Bolton Cares turned to First Actuarial for help in setting up a competitive and affordable DC pension scheme for its staff.

“They’ve been really helpful and professional throughout the project, and we’ll use them again if we need specialist advice.”

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