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Brochures

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Financial MOT results 2026

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    Employee Benefits
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    Financial wellbeing
Higher Education flyer

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    Schools
Financial wellbeing services flyer

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  • EB
    Employee Benefits
  • FW
    Financial wellbeing
Employee Benefits Flyer

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  • EB
    Employee Benefits
DC Underpayment Flyer

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DC Underpayment Flyer
  • DC
    Defined Contribution
Expert Witness Flyer

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Expert Witness Flyer
    Help with Defined Benefit pension schemes

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    Help with Defined Benefit pension schemes
    • DB
      Defined Benefit
    Help with Defined Contribution pensions

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    Help with Defined Contribution pensions
    • DC
      Defined Contribution
    Find out about money – A personal finance programme for your employees

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    Find out about money – A personal finance programme for your employees
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      Financial wellbeing
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      Investment
    Investment consultancy services

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    Investment consultancy services
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      Defined Benefit
    • I
      Investment
    Pension scheme administration

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    Pension scheme administration
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      Administration
    • DB
      Defined Benefit
    Client Hub Brochure

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    Client Hub Brochure
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      Administration
    • DB
      Defined Benefit
    • I
      Investment
    First Actuarial’s Implementation Statement service

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    First Actuarial’s Implementation Statement service
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    • I
      Investment
    GMP Equalisation

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    GMP Equalisation
    • DB
      Defined Benefit
    GMP Guide

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    GMP Guide
    • DB
      Defined Benefit
    Governance and Scheme Secretarial Services

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    Governance and Scheme Secretarial Services
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      Defined Benefit
    Flexible retirement options

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    Flexible retirement options
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      Administration
    • DR
      De-risking
    • DB
      Defined Benefit
    firstwatch – Helping housing associations navigate their pension arrangements

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    firstwatch – Helping housing associations navigate their pension arrangements
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    • H
      Housing
    • NFP
      Not for profit
    Helping independent schools navigate their pension arrangements

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    Helping independent schools navigate their pension arrangements
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    • NFP
      Not for profit
    • S
      Schools
    FirstEngage

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    FirstEngage
    • DC
      Defined Contribution
    How to improve housing pension scheme governance

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    How to improve housing pension scheme governance
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    Improve financial wellbeing

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    Improve financial wellbeing
    • FW
      Financial wellbeing
    Pension Awareness

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    Pension Awareness
    • FW
      Financial wellbeing
    Retirement one-to-ones

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    Retirement one-to-ones
    • FW
      Financial wellbeing
    Financial MOT tool

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    Financial MOT tool
    • FW
      Financial wellbeing
    Monitoring your fiduciary manager

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    Monitoring your fiduciary manager
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      Investment
    DC health check

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    DC health check
    • DC
      Defined Contribution
    Group Critical Illness Protection

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    Group Critical Illness Protection
    • DC
      Defined Contribution
    • EB
      Employee Benefits
    Group Income Protection

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    Group Income Protection
    • DC
      Defined Contribution
    • EB
      Employee Benefits
    Group Life Assurance

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    Group Life Assurance
    • DC
      Defined Contribution
    • EB
      Employee Benefits
    Group protection for smaller employers Legal & General

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    Group protection for smaller employers Legal & General
    • EB
      Employee Benefits
    Legal & General Group Protection

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    Legal & General Group Protection
    • EB
      Employee Benefits
    Private medical insurance

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    Private medical insurance
    • EB
      Employee Benefits
    Health cash plans

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    Health cash plans
    • EB
      Employee Benefits
    Group dental assurance

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    Group dental assurance
    • EB
      Employee Benefits
    How to win at buy-out

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    How to win at buy-out
    • DR
      De-risking
    • DB
      Defined Benefit
    Review your AVC arrangements

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    Review your AVC arrangements
    • DC
      Defined Contribution
    Helping trade unions with pensions

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    Helping trade unions with pensions
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      Administration
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    • I
      Investment
    • NFP
      Not for profit
    • TU
      Trade unions
    Actuarial support for auditors

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    Actuarial support for auditors
    • DB
      Defined Benefit
    How to deliver effective scheme governance and comply with general code

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    How to deliver effective scheme governance and comply with general code
    • FA
      About First Actuarial
    Annual state of play 2023/2024

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    Annual state of play 2023/2024
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      About First Actuarial
    Annual state of play 2022/2023

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    Annual state of play 2022/2023
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      About First Actuarial
    Annual state of play 2021/2022

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    Annual state of play 2021/2022
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      About First Actuarial
    Annual state of play 2020/2021

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    Annual state of play 2020/2021
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      About First Actuarial
    Annual state of play 2019/2020

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    Annual state of play 2019/2020
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      About First Actuarial

    Case studies

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    Barnardo’s

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    • DC
      Defined Contribution
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      Employee Benefits
    BACB

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    • DC
      Defined Contribution
    Standard Group

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    • DR
      De-risking
    BSRIA

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    • DB
      Defined Benefit
    Usdaw

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    Usdaw
    • A
      Administration
    • DB
      Defined Benefit
    • NFP
      Not for profit
    Southern Co-op

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    Southern Co-op
    • DB
      Defined Benefit
    • I
      Investment
    Oil and Gas Industry

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    Oil and Gas Industry
    • BO
      Buy-out
    • DB
      Defined Benefit
    Diabetes UK

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    Diabetes UK
    • DB
      Defined Benefit
    • NFP
      Not for profit
    Aster Group

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    Aster Group
    • FW
      Financial wellbeing
    • H
      Housing
    • NFP
      Not for profit
    PremierFirst

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    PremierFirst
    • DB
      Defined Benefit
    Watford Community Housing

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    Watford Community Housing
    • H
      Housing
    • NFP
      Not for profit
    Saffron Building Society

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    Saffron Building Society
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      Administration
    • DB
      Defined Benefit
    Patersons of Greenoakhill Ltd

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    Patersons of Greenoakhill Ltd
    • A
      Administration
    • DB
      Defined Benefit
    Amusement Equipment

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    Amusement Equipment
    • BO
      Buy-out
    • DR
      De-risking
    • DB
      Defined Benefit
    Cheam School

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    Cheam School
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    • FW
      Financial wellbeing
    • NFP
      Not for profit
    • S
      Schools
    Bromford

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    Bromford
    • DC
      Defined Contribution
    • FW
      Financial wellbeing
    • H
      Housing
    • NFP
      Not for profit
    FTSE 100 business

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    FTSE 100 business
    • FW
      Financial wellbeing
    Hachette UK

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    Hachette UK
    • DC
      Defined Contribution
    • FW
      Financial wellbeing
    SBAC

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    SBAC
    • DB
      Defined Benefit
    CWU

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    CWU
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    • NFP
      Not for profit
    • TU
      Trade unions
    Bolton Cares

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    Bolton Cares
    • DC
      Defined Contribution
    • FW
      Financial wellbeing
    • NFP
      Not for profit
    The Kennel Club

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    The Kennel Club
    • DB
      Defined Benefit
    RSPB

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    RSPB
    • DC
      Defined Contribution
    • NFP
      Not for profit

    Surveys

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    IPT Survey 2025

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      About First Actuarial
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      Administration
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    • I
      Investment
    Client Survey 2025

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      About First Actuarial
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      Administration
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    • I
      Investment
    FRS 102 Survey 2025

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    • H
      Housing
    Charity survey 2025

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      Housing
    FRS 102 Survey 2024

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    FRS 102 Survey 2024
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      Housing
    Client Survey 2024

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    Client Survey 2024
    • FA
      About First Actuarial
    • A
      Administration
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    • I
      Investment
    FRS 102 Survey 2023

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    FRS 102 Survey 2023
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      Housing
    Client Survey 2023

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    Client Survey 2023
    • FA
      About First Actuarial
    • A
      Administration
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    • I
      Investment
    FRS 102 Survey 2022

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    FRS 102 Survey 2022
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      Housing
    Client Survey 2022

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    Client Survey 2022
    • FA
      About First Actuarial
    • A
      Administration
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    • I
      Investment
    Client Survey 2021

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    Client Survey 2021
    • FA
      About First Actuarial
    • A
      Administration
    • DB
      Defined Benefit
    • DC
      Defined Contribution
    • I
      Investment
    FRS 102 Survey 2021

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    FRS 102 Survey 2021
    • H
      Housing

    Videos

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    Pension Salary Exchange

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    Client Hub – Governance

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    Client Hub – Documents

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    Cost of living crisis

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    How to avoid pension scams

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    How to avoid pension scams
    Liability Driven Investment

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    Liability Driven Investment
    GMP equalisation – Using dual records, part 2

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    GMP equalisation – Using dual records, part 2
    GMP equalisation – The conversion approach

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    GMP equalisation – The conversion approach
    GMP equalisation – Equalisation methods for past payments

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    GMP equalisation – Equalisation methods for past payments
    An internship at First Actuarial

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    An internship at First Actuarial
    First Actuarial’s graduate programme

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    First Actuarial’s graduate programme
    Working at First Actuarial

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    Working at First Actuarial
    The Implementation Statement

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    The Implementation Statement
    Level income option

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    Level income option
    Planning to wind up your Defined Benefit pension scheme?

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    Planning to wind up your Defined Benefit pension scheme?
    5 things to ask your trustee board at the next actuarial valuation

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    5 things to ask your trustee board at the next actuarial valuation
    firstmoney – A personal finance programme for your employees

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    firstmoney – A personal finance programme for your employees

    Magazines

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    Voices 2025

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      About First Actuarial
    Voices 2024

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    • FA
      About First Actuarial

    Subscribe to our briefings

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    First Actuarial case studies

    BACB

    At London-based British Arab Commercial Bank (BACB), there was an increasing focus on getting a better deal for members of the Defined Contribution (DC) Scheme. First Actuarial helped BACB move the Scheme to a master trust, delivering time and cost savings while improving the member experience.

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    Barnardo’s

    Leading UK charity, Barnardo’s, needed to review the group life assurance market as its policy approached renewal. First Actuarial listened carefully to Barnardo’s objectives and negotiated a cost-effective group life assurance premium.

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    BSRIA

    First Actuarial delivered a cost-effective new governance framework to meet the requirements of the general code of practice for the trustees of the BSRIA Pension Scheme.

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    See all our case studies
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