Training for pension scheme trustees and employers

We run a range of training courses to help trustees and employers manage occupational pensions. Both defined benefit schemes and defined contribution arrangements are under increasing scrutiny – and recent requirements such as auto-enrolment can be an administrative minefield for the unaware.

Our one-day Introduction to Trusteeship and Investment Training for Trustees courses are popular with both new and experienced trustees, and Defined Contribution courses are designed for both trustees and employers.

Our regular half-day Current Issues sessions keep scheme trustees and employers up to date with the latest changes in the UK pensions environment.

We also run bespoke training courses. These make efficient use of your time by targeting the specific issues you’re facing with your scheme. If you’re interested, please contact

We are running these courses on the following dates – Click on the course name for further information or to book your place

Training CourseDateDurationLocation
Investment Training for Trustees07/03/2019Full DayLondon
Defined Contribution Training12/03/2019Full DayLondon
Investment Training for Trustees21/03/2019Full DayLeeds
Introduction to Trusteeship04/04/2019Full DayLondon
Current Issues20/06/2019AfternoonLondon
Current Issues27/06/2019AfternoonLeeds
Introduction to Trusteeship19/09/2019Full DayLeeds
Investment Training for Trustees12/03/2019Full DayPeterborough
If you have any questions about our training courses please call 01256 340 085 or email

First Actuarial Case Studies


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.”


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.”


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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