About us

First Actuarial and your pension scheme

We work with employers and trustees, bringing expert guidance and service tailored to Defined Benefit and Defined Contribution pension schemes.

We provide the right blend of actuarial, consultancy, administration and investment services for every scheme we work with, building long-term relationships based on trust.

First Actuarial was set up in 2004 as a partnership with no external investors, and we’ve experienced steady, organic growth since then.

First Actuarial is widely considered to be a trusted source of independent expertise on pension policy. We play an active role in government and industry affairs.

Another successful year at First Actuarial

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We gained 68 new clients
Revenue increased by 8%
We won 68 new appointments across our offices to provide services to new trustee and employer clients, while retaining existing arrangements
We ended the year with 320 people… including 17 new faces

We are true to our values

Fair on fees

We don’t have chargeable hours or billing targets, and we don’t sell services our clients don’t need.

Accurate and professional

We focus on quality, not meaningless metrics. We champion accurate work, delivered to deadlines.

Focused on improvement

We ask for feedback regularly. In our latest survey 100% of clients rated our work as excellent or good.

Why do our clients choose us and stay with us?

We get things done

It’s the emphasis we place on solving problems quickly that sets us apart. All our offices offer the full complement of pension services, so we can involve the right specialists as soon as you need them.

We tailor our services to your needs

Our can-do attitude and innovative in-house software tools mean that we can tailor our services to meet your specific objectives. Whatever you need, we’ll agree timescales with you – and stick to them.

We build strong relationships with all pension stakeholders

Close relationships between employers, trustees and advisers are the key to a smooth-running pension scheme. We explain our advice clearly to every stakeholder we work with, and we’re always happy to talk.

We manage the quality of everything we do

We deliver accurate and compliant work within your deadlines. We operate an ISO 9001 certified quality framework across all our offices, and we are also accredited to the international data security standard, ISO 27001.

We develop useful tools for our clients

We use industry-recognised software in much of our work, but off-the-shelf systems can’t meet all your needs. That’s why we develop our own software tools to make our clients’ lives and those of scheme members easier.

Client survey

We continue to receive excellent feedback from our clients. In our latest client survey:

98% of clients say we deliver excellent or good value for money.

100% of our clients are happy
to recommend us.

First Actuarial client conference

Our first client conference, at London’s RSA House in May 2019, brought together well-known personalities from the pensions world to explore fresh approaches. Our plans for a 2021 conference were once again thwarted by the Covid-19 pandemic, but we hope you can join us in 2022.

Watch our conference video

We keep the very best people

We make every effort to develop the skills of our talented people. Our aim is to bring out the best in everyone, and we give all our staff the autonomy to excel. That’s how we maintain the quality of our advice and services.

I’m interested in working for First Actuarial

Our structure

First Actuarial LLP is a limited liability partnership that operates across the UK. We currently have 22 partners. These include the nine founding partners, together with more recent partners who have risen through the business.

Across our business there are 100 in our actuarial team, of whom 60 are qualified actuaries. We advise more than 600 pension schemes, providing the right blend of advice and services for their needs.

Our staff are spread across five offices. Each office has at least one partner who manages the local operations, providing our whole range of services which includes:

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...
See all our case studies
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