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

Royal Mail, CWU and First Actuarial – History in the making with CDC pensions

CDC, or Collective Defined Contribution, is now a talking point in the pensions industry, but it all started in the UK when Royal Mail. proposed closing the company’s Defined Benefit scheme
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GMP equalisation and your pension scheme – What trustees need to know and how they can prepare

Part one of a series of GMP updates. The latest GMP equalisation developments, from Robert Wakefield, Head of Pensions Administration at First Actuarial.
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Auto-enrolment is here to stay – So what happens next?

As employers prepare for the second phase of contribution increases, First Actuarial’s Simon Redfern looks at the present and future of auto-enrolment.
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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.

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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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