Client Hub

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Key scheme information at your fingertips

As regulatory bodies and market turbulence put more pressure on trustees, the need for up-to-date information has never been greater.

First Actuarial’s Client Hub helps trustees run efficient and compliant schemes by bringing together key information in one place.

Find out how Trustee Directors at PremierFirst made cost and savings with the Documents tile of the Client Hub.

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Find out more about the Client Hub.

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Find out more about the Client Hub.

Learn more about our governance and scheme secretarial services

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We recently started using First Actuarial’s Client Hub. Our trustees can log in at any time to see how the Scheme’s investments are performing on a daily basis. Our trustees have been unanimously in favour of this new portal – it’s absolutely excellent and very easy to use.

- Helena Manley, Society Secretary, Saffron Building Society

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.”



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.”


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.”

See all our case studies
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