Our monthly First Actuarial Best estimate Index (FABI) shows the aggregated financial position of the UK’s 6,000 DB pension schemes, assuming they will continue to pay out benefits as they fall due, and allowing for our best estimate of future investment returns.
Here at First Actuarial, we love to share our pensions knowledge and expertise. Take a look at our resources
Latest FABI update
Our featured articles
What is the ‘net-pay anomaly’ and does it matter to pensions?
In the January 2019 issue of T-C News, First Actuarial's Henry Tapper explores the ramifications of the 'net-pay anomaly' - the fact that payment of tax relief where no tax...
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CDC pensions and Spotify – More in common than you might think
Collective Defined Contribution, or CDC, could transform the retirement experience, argues First Actuarial’s Henry Tapper.
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In defence of small pension schemes – Big isn’t always better
First Actuarial’s Henry Tapper takes the measure of attacks on small pension schemes, in the wake of recent superfund announcements.
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Keep calm and Carillion – The company’s pension schemes are more secure than they look
First Actuarial’s Catherine Lockyer sheds light on the doom and gloom surrounding Carillion’s pension schemes.
Read moreFirst Actuarial surveys
Client Survey 2018
Staying one step ahead in the pensions world - How well do we help our clients meet the challenges of the future? The future of pensions looks different from one day to the next. From looming increases in auto-enrolment contributions to DB pension scheme failures and unpredictable regulatory shifts –...
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Charities Survey
The Charity Commission claims that of the UK charities running a pension deficit, 69% kept trustees in the dark about their true financial position. Our study of the top 100 charities paints a rosier picture.
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DC Survey 2017
Since running our first defined contribution survey last year, we’ve received very positive feedback, with clients saying it has helped them put their own experiences into a broader context.
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Help with Defined Contribution Pensions
For many years, Defined Benefit workplace pension schemes were the norm, providing an income for life based on your salary. Today, Defined Contribution (DC) pension schemes have become the main...
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Help with defined benefit pension schemes
Defined benefit pensions have become more and more complex in recent years, with a dramatic increase in legislation. Over the same period, the cost to employers of providing pensions has...
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Find out about money – A personal finance programme for your employees
Huge numbers of people suffer stress caused by money worries. As a result, they’re not happy at work, and they’re not fulfilling their potential. firstmoney is a financial wellbeing programme....
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firstwatch – Helping housing associations navigate their pension arrangements
Pension schemes are a key part of any staff benefit package. They help recruit, reward and retain valued staff. However, increasing costs and complexity are making it hard for housing...
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firstflight – Catch improvements in your funding level
What is your long-term funding strategy? Is it to have a self-sufficient Scheme, or enough money to buy out your Scheme with an insurer? When you’re planning to improve your...
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Fiduciary oversight – Make sure your provider stays on track
Letting one organisation make decisions on your entire investment portfolio means placing a lot of trust in them. Whether or not you’re happy with your fiduciary manager, it makes sense...
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Helping independent schools with pensions
Helping schools with pension challenges - Is your school’s occupational pension scheme on a stable footing? A combination of legislative change and pension fund deficits is hitting the sector, increasing...
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Helping IFAs with pensions
It’s not Rocket Science - ...but pensions are complicated. As actuaries, we can simplify things by helping you with pension calculations and modelling. We can also help you explain pension...
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Helping trade unions with pensions
Helping Trade Unions - Services to trade unions - Services supporting trade union members - Services to trustees of trade union staff pension schemes - Why First Actuarial? We are...
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How to win at buy-out
When to buy-out - The buy-out shortfall may seem high but with careful planning this can turn around quickly. Start now and plan to succeed. How to prepare your scheme...
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First Money – A Personal Finance Programme for Your Employees
Improve staff retention and productivity by lifting away your employees’ financial anxieties, with our tailored financial education programmes.
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5 Things to Ask Your Trustee Board at the Next Actuarial Evaluation
To make sure you’re not paying too much money into your pension scheme, here are 5 questions employers should ask their trustee board.
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Planning to Wind-Up Your Defined Benefit Pension Scheme?
How to work out the right time to wind-up your DB pension scheme, and plan ahead if that right time isn’t now.
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Level Income Option – How to Give Your Members a More Stable Retirement Income
A level income option gives members flexibility to reshape pension benefits around their state pension age, while reducing the risk in your DB pension scheme.
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Training courses for trustees and employees