Why do our clients choose us and stay with us?

We get things done

It’s the emphasis we place on solving problems quickly that sets us apart. All our offices offer the full complement of pension services, so we can involve the right specialists as soon as you need them.

We tailor our services to your needs

Our can-do attitude and innovative in-house software tools mean that we can tailor our services to meet your specific objectives. Whatever you need, we agree timescales with you – and we stick to them.

We build strong relationships with all pension stakeholders

Close relationships between employers, trustees and advisers are the key to a smooth-running pension scheme. We explain our advice clearly to every stakeholder we work with, and we’re always happy to talk.

We manage the quality of everything we do

We deliver accurate and compliant work within your deadlines. We operate an ISO 9001 certified quality framework across all our offices, and we are also accredited to the international data security standard, ISO 27001.

We develop useful tools for our clients

We use industry-recognised software in much of our work, but off-the-shelf systems can’t meet all your needs. That’s why we develop our own software tools to make our clients’ lives and those of scheme members easier.

Defined Benefit

We help keep costs down, while controlling your liabilities and monitoring investments. We’ll give you the tailored advice and information you need to meet your pension scheme goals.

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Defined Contribution

We’ll help you run a compliant scheme that works for the business and its employees. Whether you’re managing a large DC scheme or auto-enrolling, we’ll make every penny count.

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Financial Wellbeing

With our independent financial education, your pension scheme becomes an asset, helping you attract and retain the best people, and promoting a productive and anxiety-free workplace.

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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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