Investment research service

Research provides a robust basis for investment decision-making

To know how best to invest scheme funds, trustees need advisers with strong research skills and processes.

Investment markets can change very quickly. New classes appear. Certain investment classes become cheaper. New providers and approaches come to market.

Keeping track of these changes requires solid research and investment expertise.

Why choose First Actuarial?

We understand the investment needs of small and medium pension schemes, and we maintain ‘buy lists’ specifically for the asset classes suitable for small and medium pension schemes.

We avoid relying too heavily on funds that are dependent on the skills of individual investment managers.

Get in touch

Get in touch with one of our investment researchers 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.

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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.”

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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.”

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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.”

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See all our case studies
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