Help with the PPF levy

The security of PPF comes at a price

The Pension Protection Fund (PPF) has proven invaluable in making pension scheme members more secure. But this security comes at a price, one that is ultimately borne by the sponsoring employer. Because PPF levies can form a substantial part of an employer’s total pension spend, it makes sense to minimise the amount payable, and to get timely alerts of forthcoming increases.

We can help you save money by:

  • Checking that the PPF is applying the right scorecard
  • Making small changes to your company structure
  • Certifying deficit contributions
  • Carrying out bespoke stress tests
  • Introducing a contingent asset or guarantee
  • Simply checking the PPF levy calculation is correct.

To make sure there are no unwelcome surprises we can also:

  • Monitor your Experian score
  • Estimate your PPF levy as legislation and levy factors change
  • Carry out some sensitivity testing to show the impact of key changes, such as your Experian score.

Why choose First Actuarial?

When it comes to saving our clients money, we’ve got a great track record.  

We work well with the PPF – we know their appeals procedure, and we understand the kind of problems many clients experience with Experian. We can usually identify issues quickly and discuss them informally with Experian or the PPF. Sometimes, we still have to go through formal appeal processes, but we do so expecting the result to be helpful to our client.

We offer great value for money. We can often work on a fixed fee, having estimated the potential savings. This means that before we start work you know that we’ll save you money.

Get in touch

Get in touch with one of our PPF levy specialists to discuss how we can help you

One of the things I like about First Actuarial is that they’re very responsive. You never have to chase them for anything. They’re pragmatic and cost-effective.

First Actuarial case studies

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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."



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.”

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