About First Actuarial's Current Issues training course

It’s not easy keeping up with the stream of changes in defined benefit pensions. And the legal penalties of acting on outdated information are becoming harsher. Our regular Current Issues courses help trustees plan for change.

Is this training course right for me?

If you’re a trustee of a defined benefit pension scheme, our half-day course is designed to bring you bang up to date on the latest issues in this area.

What does the course cover?

Topics that we expect to cover include:

  • PPF levy consultation: third triennium
  • Transfers and pensions freedoms two years on
  • Integrated Risk Management
    • The Pensions Regulator’s Annual Statement on Funding
    • The Pensions Regulator’s Investment Guidance
    • Putting Integrated Risk Management into practice
  • Update on GMPs
  • Current issues for DC schemes
  • Recent case studies
    • The Pensions Regulator uses its powers
    • The Pensions Ombudsman
  • On the radar

Our course convenors explain complex issues in simple and straightforward ways. They will also encourage informal discussion and exchange of ideas to help you benefit from the experiences of other scheme trustees.

We are running this course on the following dates

DateDurationLocation
20/06/2019AfternoonLondon Book now
27/06/2019AfternoonLeeds Book now
For further details or if you have any questions please call 01256 340 085 or email training@firstactuarial.co.uk.

First Actuarial Case Studies

SBAC

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.”

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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.”

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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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