First Actuarial

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Helping trustees and employers get the best out of their pension schemes, with actuarial, administration and investment consultancy

Our actuarial consultants can help you set up a new pension scheme, get more value from your existing one, or wind it up

Whether you have Defined Benefit or Defined Contribution arrangements in place, our expert consultants will make sure you have a well-run scheme that is an asset rather than a liability.

With First Actuarial, we’ve built up a business that people trust, by providing pension services for trustees and employers that put our clients’ needs and interests first.

Our aim has always been to take a fresh approach to pensions consultancy. We bring clarity to the actuarial process through good communications.

We can help you meet your scheme’s obligations by striking the right balance between investment risk and reward, and company contributions.

Find out more about First Actuarial

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Latest news

Webinar on demand – How to make your scheme dashboard ready
In our recent webinar, Angela Bell, Industry Outreach Lead at The Pensions Regulator joins First Actuarial’s Robert Wakefield and Claire Fuller. They provide an overview of pensions dashboards and discuss how you can make your scheme dashboard-ready.
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New pension transfer regulations: The power to say ‘no’
Pensions Administration Manager Richard Packham welcomes the new powers that trustees and administrators now have to block fraudulent transfers and combat pension scams.
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What we do

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.

99

of trustees and employers rate our standard of work as excellent or good

99% of survey respondents were satisfied with the overall standard of our work in both this year’s and last year’s survey.

99

of our clients are happy to recommend us

99% of survey respondents said they would recommend us to other organisations.

90

of clients rate our services as better than their previous provider

80% of clients say our services are better than their previous adviser's. And they all agreed that we're at least as good as their previous adviser.

Read our latest client survey

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

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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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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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.”

Read More...
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