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.

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.

Find out how we can help you

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.

Find out how we can help you

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.

100

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

100% of survey respondents were satisfied with the overall standard of our work in both this year's and last year's client survey. Click here to read our latest survey.

100

of our clients are happy to recommend us.

100% of Client Survey respondents said they would recommend us to other organisations. Click here to read our latest survey.

75

of clients rate our services as significantly better than their previous advisers.

Over 75% of clients say our services are significantly better than their previous advisers. And they all agreed that we're at least as good as their previous adviser. Click here to read our latest 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

SBAC

As a result of an unusual clause in their trust deeds, Trustees of the pension scheme sponsored by the Society of British Aerospace Companies (SBAC) funded their liabilities on a buy-out basis.

“First Actuarial are very proactive. They respond quickly and get things done. They have proved to be competent and conscientious, and have a very professional and personable approach to business relations.”

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Royal Mail

The Communication Workers Union (CWU) enlisted the help of First Actuarial when Royal Mail proposed replacing its Defined Benefit pension fund with individual Defined Contribution arrangements.

“I can’t speak highly enough about First Actuarial – their people have been brilliant. The journey has been inspirational, nothing but a positive experience.”

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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.”

Read More...
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