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 Course Date Duration Location
Investment Training for Trustees 22/11/2018 Full Day Leeds
Investment Training for Trustees 29/11/2018 Full Day Leeds
Investment Training for Trustees 07/03/2019 Full Day London
Defined Contribution Training 12/03/2019 Full Day London
Investment Training for Trustees 21/03/2019 Full Day Leeds
Introduction to Trusteeship 04/04/2019 Full Day London
Current Issues 20/06/2019 Afternoon London
Current Issues 27/06/2019 Afternoon Leeds
If you have any questions about our training courses please call 01256 340 085 or email

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.”



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.”


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.”

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