First briefing, July 2018 – Equitable Life

The announcement that Equitable Life is to transfer all its policies to Reliance Life will have widespread ramifications across the pensions world. We look at what it will mean for Equitable Life policyholders, and recommend actions that trustees can take at this stage.

First Actuarial case studies

Usdaw

Trade union Usdaw selected First Actuarial to transform its scheme administration, resulting in improved quality and time-cost savings.

Southern Co-op

First Actuarial's fiduciary management consultants guided the trustees of Southern Co-op through their provider review, delivering fee savings.

Oil and Gas Industry

Oil and gas company DB scheme wind-up resulted in generous transfers for members and £3m surplus for employer, with First Actuarial’s help.