Investment services

Trustees need investment assets with good returns

To meet their liabilities and make the scheme as independent as possible from the employer, trustees need good, long-term returns. But the complexities of investment vehicles, combined with unpredictable markets, mean that trustees need experienced advisers they can rely on.

Why choose First Actuarial?

We understand how to deliver clear investment advice in a practical manner. We work with trustee boards, where individual levels of investment experience vary significantly.

Our preference is to deliver advice through meetings and video conferencing rather than lengthy reports. We build strong working relationships with trustees and other advisers. And we are in close contact with fund managers, who keep us informed of new developments.

We have ISO 9001 certification, operating a quality framework which incorporates a strict peer review policy. Our work is independently and internally audited. We also have ISO 27001 certification, with stringent data security policies in place to protect your data.

We use in-house software to demonstrate the differences between investment strategies clearly.

First Actuarial is fully owned by its partners. Our staff do not work to chargeable hour targets and are not incentivised to sell products. Instead, we focus on delivering the services that clients need. Our investment team is growing steadily based on our success in providing pragmatic and proactive services.

Get in touch

Get in touch with one of our investment consultants to discuss how we can help you.

Investment briefings

We produce regular briefings to update trends on the latest market developments.

The advice we received was very helpful and the consultant took time to explain it to those for whom investment was not a strong point

Monitor your scheme investments with First Actuarial’s Client Hub

Download our Client Hub brochure.

DB Brochure Thumbnail

First Actuarial case studies

The Kennel Club

Concerned about the risk of an Employer contribution increase as a result of high liabilities, Trustees of the Kennel Club Pension Fund turned to First Actuarial.

“They’re extremely professional and helpful. Their input always seems sound, logical and well presented. First Actuarial handled the transition well, they provide us with helpful guidance, and have delivered what they promised when they pitched for the work.”

Read More...

Royal Mail

The Communication Workers Union (CWU) enlisted the help of First Actuarial when Royal Mail proposed replacing its Defined Benefit pension fund with individual Defined Contribution arrangements.

“I can’t speak highly enough about First Actuarial – their people have been brilliant. The journey has been inspirational, nothing but a positive experience.”

Read More...

SBAC

As a result of an unusual clause in their trust deeds, Trustees of the pension scheme sponsored by the Society of British Aerospace Companies (SBAC) funded their liabilities on a buy-out basis.

“First Actuarial are very proactive. They respond quickly and get things done. They have proved to be competent and conscientious, and have a very professional and personable approach to business relations.”

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