Investment monitoring

Investment monitoring is a legal requirement

The Pensions Regulator identifies investment monitoring as an integral element of risk management. Trustees need to take full account of the funding level and employer covenant at all times.

Investment monitoring

Our investment monitoring service covers the performance objectives, volatility targets and fee details of funds held by your pension scheme.

We monitor investments and liabilities, and choose the right time to switch investments to reduce risk and maximise gains. We provide basic information on valuations, performance and funds, along with:

  • Assessments of the ongoing suitability of funds held
  • Concise updates on fund performance
  • Performance monitoring documents, including peer-group reports and quarterly documents on Liability Driven Investment (LDI) funds.

We make this information easy to access, and we keep it up to date at all times. Where up-to-date information is available, we refresh asset valuations on a daily basis.

Investment monitoring

We alert our clients immediately by email to any material changes affecting a fund or an investment manager. And we store such communications on the Client Hub.

Our Hub provides up-to-date information whenever needed

Our Client Hub, a secure area of the First Actuarial website, holds performance information showing how each fund is faring in comparison with its stated benchmark. We store all our communications to trustees on the Hub.

Make sure you switch investment at the right time

With our trigger-monitoring service, firstflight, clients agree a change of investment strategy, in advance of the conditions specified. If firstflight identifies that a trigger has been breached, we can implement pre-agreed asset allocation changes quickly to lock in gains.

Why choose First Actuarial?

We deliver a flexible monitoring service to meet the specific needs of your Scheme’s trustees. We can provide access to the Hub, where investment data is updated on a daily basis. Alternatively, we can produce reports for you ahead of trustee investment meetings.

We maintain close relationships with fund managers, who keep us informed of new developments.

Learn more about our investment monitoring services

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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