Fiduciary oversight – Make sure your provider stays on track

Letting one organisation make decisions on your entire investment portfolio means placing a lot of trust in them. Whether or not you’re happy with your fiduciary manager, it makes sense to oversee investment performance by putting an impartial adviser in place. We can help you…

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.