Financial wellbeing

Anxious employees do not add up to a productive workforce

Growing numbers of people feel insecure about their finances ‒ surveys confirm this. Today’s employees may not be as confident about their pensions as previous generations, and future finances are a real source of worry. When this spills over into the workplace, it can have a serious impact on job performance.

We help your staff improve their financial wellbeing by getting to grips with their pension and personal finances.

How does First Actuarial help employees like yours?

We go into workplaces and help people develop basic financial skills ‒ in areas like budgeting, pensions, savings and debt management.

Because we do not sell financial products, we can give your staff the honest and independent guidance they need, and the freedom to ask questions about any area of their finances.

Get in touch

Concerned about financial stress in your workplace? Get in touch with us today .

Find out more about our Defined Contribution services

Download our Defined Contribution brochure.

DB Brochure Thumbnail

First Actuarial case studies

Hachette UK

Hachette UK, one of the UK’s largest publishing groups, turned to First Actuarial to help improve staff engagement with pensions.

“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.”



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
© 2020 First Actuarial | Site By Punch Creative