Here at First Actuarial, we love to share our pensions knowledge and expertise. Take a look at our resources

Our featured articles

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 more

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.

Read more

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.

Read more

First 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 –...

Read more

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.

Read more

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.

Read more

First Actuarial brochures

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...

Read more

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...

Read more

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....

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

Watch our videos

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.

Watch Video

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.

Watch Video

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.

Watch Video

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.

Watch Video

Training courses

Training courses for trustees and employees

Do you have any more questions?

Contact us today for more information

Get In Touch

Subscribe to our briefings

Our briefings are rightly famous. Enjoy their unique combination of acerbic wit and pension insights.

Select Subscriptions

Here at First Actuarial, we love to share our pensions knowledge and expertise. Take a look at our resources

Our featured articles

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 more

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.

Read more

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.

Read more

First 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 –...

Read more

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.

Read more

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.

Read more

First Actuarial brochures

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...

Read more

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...

Read more

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....

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

Watch our videos

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.

Watch Video

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.

Watch Video

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.

Watch Video

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.

Watch Video

Training courses

Training courses for trustees and employees

Do you have any more questions?

Contact us today for more information

Get In Touch

Subscribe to our briefings

Our briefings are rightly famous. Enjoy their unique combination of acerbic wit and pension insights.

Select Subscriptions

First Actuarial Case Studies

Hachette UK

Hachette UK, one of the UK’s largest publishing groups, turned to First Actuarial to help improve staff engagement with pensions.

“One of the things I like about First Actuarial is that they’re very responsive. You never have to chase them for anything. They’re pragmatic and cost-effective.”

Read More...

RSPB

The RSPB was determined to minimise the impact of its new defined contribution scheme on employees, and appointed First Actuarial to support the transition and select a provider with strong ethical values.

“I would definitely recommend working with First Actuarial. Their consultants went over and above the call of duty to make sure the project progressed smoothly.”

Read More...

Bolton Cares

Taking responsibility for care services previously provided by a local authority, Bolton Cares turned to First Actuarial for help in setting up a competitive and affordable DC pension scheme for its staff.

“They’ve been really helpful and professional throughout the project, and we’ll use them again if we need specialist advice.”

Read More...
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