Defined Benefit services

First Actuarial helps trustees and employers manage their Defined Benefit pension schemes

Our experienced consultants work closely with trustees and employees, helping them strike the right balance between cost and risk at all times.

Defined Benefit pension schemes can be complicated. At First Actuarial we explain complex issues in simple terms.

We help scheme members make the right retirement choices and get the benefits they are promised.

In our latest client survey 100% of clients using First Actuarial’s Defined Benefit services were satisfied or very satisfied with the quality of our advice, and 100% would recommend us to others.

To find out why, read on and get in touch.

And this is what we don’t do

  • We’ll never sell you unnecessary services

  • We don’t prioritise speed over accuracy

  • We don’t use long words when shorter ones will do

  • We never put our needs ahead of those of our clients

  • We don’t sell fiduciary management services

  • We’re not dogmatic – we take a flexible approach to meeting your needs

How does First Actuarial work in practice?

When we start working with you, we’ll take you through these 4 steps to lift away the pain of managing a Defined Benefit pension scheme:

Step 1

Set or review your long-term plan

Step 2

Agree the investment approach and set a suitable funding objective

Step 3

Monitor progress with the right information at the right time

Step 4

Help members make the right decisions and appreciate the benefits

Get in touch

Get in touch to find out more about our Defined Benefit pension services.

Find out more about our Defined Benefit services

Download our Defined Benefit brochure.

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First Actuarial case studies

Oil and Gas Industry

Concerns about the mounting costs of a Defined Benefit (DB) Scheme in the oil and gas sector came to a head when a valuation revealed the need for 50% employer contributions. After presenting all the options, First Actuarial supported the...

The costs of running a DB Scheme were continually increasing for a company in the oil and gas industry.



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.”



Trustee Directors of the PremierFirst Vehicle Rental Pension Scheme struggled to find documents, and needed staff support and storage space for the archive held by the employer, Europcar, until they moved to the Client Hub.

“First Actuarial offered us a sensible and well-priced proposition. They supported us very well in uploading all our information in a structured way.
We’re not aware of any document going missing in the process. And it’s maintained very well.”

See all our case studies
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