Corporate change

Pensions are an important element of mergers and acquisitions

At times of corporate change, such as mergers and acquisitions, pensions are a reality that neither side can ignore. Failure to account for pensions can substantially reduce the financial benefits of corporate transactions, leaving scheme liabilities to eat into any gains. Yet pensions are often one of the least considered areas in corporate transactions.

How can First Actuarial help?

We understand the need for rapid and responsive action together with clear and relevant reporting – and can deliver everything you need at very short notice.

We can carry out a speedy and affordable review to give you a broad understanding of the potential impact of pensions at an early stage. You can then restructure or fine-tune the deal on an informed basis. We have systems and processes in place to get meaningful reports to our clients as quickly as possible.

We can also help you with more in-depth due diligence to uncover any hidden risks and help you negotiate a suitable pensions sale agreement.

Whatever you ask us to do, we’ll carry out our work quickly and accurately. By giving you the information and support you need, when you need it, we’ll free you up to focus on other areas of the deal that are keeping you awake at night.

Why choose First Actuarial?

Our experienced consultants know what to look out for in corporate deals. We can anticipate problems early on in the process to make sure that there are no last minute surprises or hold-ups.

We will work to your timescales to deliver the information you need, when you need it. If it means working weekends or through the night, then we’ll do it, if that’s what it takes to move the deal forward.

We offer reasonable charge-out rates, and our efficient systems and processes generate significant fee savings compared with other consultants.

Get in touch

Get in touch with one of our actuaries to discuss how we can help you

Without the help and guidance of your consultants we’re fairly sure that we would not have been in the position we are today and going forward.

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.

Read More...

Diabetes UK

With First Actuarial’s governance and scheme secretarial service, Diabetes UK benefits from proactive and efficient support that covers every risk and eventuality.

"I’ve never regretted appointing First Actuarial to carry out governance and scheme secretarial services. They pass every test with flying colours and we feel very lucky. Running a pension scheme involves managing significant risks that can put organisations under acute financial pressure. So it’s worth getting the right tailored service to manage that risk."

Read More...

PremierFirst

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.”

Read More...
See all our case studies
© 2020 First Actuarial | Site By Punch Creative