Investment strategy review

Helping trustees make informed investment decisions

An investment strategy for a fully-funded scheme tends to be relatively cautious – intended to deliver modest growth, but above all designed to protect the funding position.

If the scheme has yet to achieve full funding, a different investment strategy may be required. This will typically offer higher expected returns. But with that comes increased risk.

Investment strategy is complex, and many trustees miss opportunities by failing to review it when circumstances change.

Why choose First Actuarial?

For us, investment strategy is a conversation rather than a lengthy, indigestible report. Our consultants provide the support and explanations needed as the conversation progresses, focusing on the areas of greatest interest to the trustees.

When discussing investment strategy options with trustees, we work closely with the Scheme Actuary. This will often be a First Actuarial colleague but can just as easily be a third-party actuary.

Our in-house software helps trustees choose between investment strategies.

Learn more about our investment strategy review service

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.

Advice is sound and does not over-complicate things, as has been the case with some other providers.

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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