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Communication services

Services for
trustees

Scheme Actuary services

Administration services

Investment consultancy

Communication

Buying-in and buying-out

Help with the PPF levy

Governance and scheme secretarial

Pensions come with their own specialist language, complex regulations and documents

Pensions are complicated, and it can be hard for members to understand their benefits and the choices involved.

Trustees have a duty to look after their members and make sure that they’re in a position to make informed decisions.

Pensions are also one of the biggest costs for employers. For employers to get full value from their investment in pensions, it’s essential that everyone understands the benefits.

So explaining pension benefits clearly is in the interests of members, trustees and employers alike.

How can First Actuarial help?

First Actuarial provides clear, understandable information to members, in our day-to-day administration work or as part of an exercise to improve understanding among members.

We run simple communication projects that include:

  • Scheme websites
  • Online benefit calculators or modellers
  • Total reward statements
  • Scheme booklets
  • Newsletters.

We also offer an independent financial education service, working with clients to improve staff wellbeing, with a combination of one-to-one sessions, presentations, webinars and online or mobile tools.

Day-to-day work with members

We give members clear information that they can understand. Our administrators are happy to spend time on the phone with members explaining their options and making sure they understand the information we’ve provided.

We have developed new tools, such as our online firstselect software, which cut through jargon and explain to members exactly what they need to do to start to receive their pension.

Scheme websites

We can give members and trustees access to a simple website where they’ll find all the information they need about their scheme.


Members can access:

  • Booklets
  • Announcements
  • Newsletters
  • Personal data
  • Benefit modellers
  • Quotations issued by the pension department.


Trustees can access:

  • Trust deeds and rules
  • Meeting packs and minutes
  • Key actuarial and legal advice
  • Administration reports
  • Specialist software tools and customised scheme information on our Client Hub.


In short, our websites provide secure access to all the information that members or trustees will need.

Benefit modellers

Modellers can play a powerful role in helping people understand their benefits, helping them understand their options and promoting better decision-making at retirement.

We can produce a bespoke benefit modeller for your scheme. This will give members immediate answers to what-if questions, and help them focus on the decisions that matter.

A benefit modeller will support your members, while improving perceptions of your scheme.

Why choose First Actuarial?

We have developed a strong culture of clear communication, and our staff are skilled at simplifying complex issues with trustees, employers and members. We all go out of our way to make sure members understand our guidance and information.

Our groundbreaking financial wellbeing service has been honed through large-scale projects with FTSE 100 clients. We bring that expertise to large and small clients cost-effectively, and we have transferred those skills across our teams.

Clients and members tell us we explain things well.

Get in touch

Get in touch with us to discuss how we can help you

I’d like to find out more about communication services

We have worked with First Actuarial since 2003 and have found them to be efficient, reliable and a joy to work with. Their strength lies in putting all the usual pension jargon into a simplified language that anyone can understand. Our only disappointment is that we did not find them sooner!

- Jane Helps - Vice President of Operations

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."

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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
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