Capture improvements in your funding level

Does your scheme switch investments at the best moment?

What is your long-term funding strategy? Is it self-sufficiency, or to have enough money to buy out your scheme with an insurer?

Assets and liabilities are volatile, and funding levels even more so. Against this backdrop of market change, trustees need certainty that they are switching assets at the best moment to meet their long-term funding strategy objectives.

Investment strategy changes are complex, and many trustees miss opportunities by failing to react quickly enough.

How does our service work?

We agree a long-term plan with the trustees, and help set triggers for action that align with the long-term funding strategy. This might involve switches from growth to liability-matching assets at specified points, for example.

We monitor your scheme investments closely, and when a trigger is reached, we make switches at the right moment. We implement them quickly to lock in any sudden funding gains before they disappear.

Trustees can obtain up-to-date asset valuations and details of funds whenever they need to, on the Triggers section of our Hub – a secure client area of the First Actuarial website. Triggers also provides monthly snapshots to keep trustees informed of funding level progress.

Why choose First Actuarial?

We can offer you an experienced and knowledgeable consultant, secure access to fund information on our online Hub, and specialist services at competitive rates.

With First Actuarial’s expert investment team behind you, your scheme is more likely to achieve its target date and reduce uncertainties in long-term planning. We give trustees peace of mind that they won’t miss the chance to lock in funding improvements.

Learn more about capturing improvements in your funding level

Download our brochure

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.

We recently started using First Actuarial’s Client Hub. Our trustees can log in at any time to see how the scheme’s investments are performing on a daily basis. Our trustees have been unanimously in favour of this new portal – it’s absolutely excellent and very easy to use.”

- Helena Manley, Society Secretary, Saffron Building Society

Monitor your scheme investments with First Actuarial’s Client Hub

Download our Client Hub brochure.

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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.”


Southern Co-op

The Trustees of the Southern Co-op pension scheme had a fiduciary, or delegated, arrangement in place, giving the manager discretion over how to invest the Scheme’s assets to meet the Trustees’ objectives.

"When we met the team on a video conferencing call, we built up a rapport quickly. We were comfortable with them and their fees were reasonable.”



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.”

See all our case studies
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