Scheme trustees have a lot of responsibility to bear

Trustees have a tough job. Defined benefit pension schemes are complex and trustees have a lot of responsibilities on their hands:

  • Making sure scheme members get the benefits they’re promised, when they’re promised, and that members understand their options
  • Investing funds to get good returns without too much risk
  • Agreeing funding plans to get enough money into the scheme without putting the sponsoring employer or its future plans at risk
  • Complying with fast-changing legislation, and being able to demonstrate compliance to the Pension Regulator at any time
  • Balancing day-to-day work with pension responsibilities.

How First Actuarial can help

We give trustees peace of mind.

We offer the full range of services so that trustees can be confident that they’re running a cost-efficient scheme and looking after their members.

Administration service

We deliver the right information to members at the right time, in language that they can understand. 100% of respondents in our latest client survey were satisfied or very satisfied with our administration service.

Actuarial service

We give trustees high quality information whenever they need it, and access to experienced actuaries who take personal pride in explaining the options available in a clear manner. 100% of respondents in our latest client survey were satisfied or very satisfied with our actuarial service.

Investment service

Delivering practical and cost-effective solutions to help our clients achieve an appropriate level of return, while running the right amount of risk. 100% of respondents in our latest client survey were satisfied or very satisfied with our investment service.

Scheme secretarial service

Lifting away the strain of governance by safeguarding compliance with all statutory requirements, and scheduling, running and minuting all trustee meetings.

100% of trustees rated our overall standard of work as excellent or good.

Get in touch

Get in touch to find out more about our trustee services.

First Actuarial NFP Brochure

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First Actuarial case studies

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.”


Cheam School

With substantial increases in Teachers’ Pension Scheme (TPS) contributions looming for independent schools, Cheam School looked to First Actuarial for specialist support.

“We had a very good experience working with First Actuarial. I felt that they were always on the end of the phone, available to help and respond to issues as they arose."


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.”

See all our case studies
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