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.

Latest news

Take a look at our 2020 training courses for scheme trustees | We're hiring! Check out our current job vacancies | CDC is key for nascent cultural revolution – argues Hilary Salt in Professional Pensions | Hilary Salt appointed as Scheme Actuary for the Cheviot Trust | NHS – Pensions Age reports on First Actuarial research into impact of pensions taxation | First Actuarial to provide full trustee services to the Riverside Group Pension Scheme | Peterborough office welcomes two new admin staff members | New appointment at Portland College Pension Scheme | Peter Norman appointed Scheme Actuary at JG Windows Ltd | Peterborough payroll team hit the big 100 | CASS appoints Simon Redfern to review AE compliance and benchmark DC scheme | Robert Wakefield reports on DB consolidators in Pensions Aspects | Hilary Salt speaks as part of CDC case study panel session at PMI annual conference | Bonds: A licence to kill? Article by Marcos Abreu in Pensions Aspects | Hilary Salt and Dale Walmsley to speak at NHS event | First Actuarial joins the Pensions Administration Standards Association (PASA) | Greenoak Housing Association appoints First Actuarial | Take a look at our 2020 training courses for scheme trustees | We're hiring! Check out our current job vacancies | CDC is key for nascent cultural revolution – argues Hilary Salt in Professional Pensions | Hilary Salt appointed as Scheme Actuary for the Cheviot Trust | NHS – Pensions Age reports on First Actuarial research into impact of pensions taxation | First Actuarial to provide full trustee services to the Riverside Group Pension Scheme | Peterborough office welcomes two new admin staff members | New appointment at Portland College Pension Scheme | Peter Norman appointed Scheme Actuary at JG Windows Ltd | Peterborough payroll team hit the big 100 | CASS appoints Simon Redfern to review AE compliance and benchmark DC scheme | Robert Wakefield reports on DB consolidators in Pensions Aspects | Hilary Salt speaks as part of CDC case study panel session at PMI annual conference | Bonds: A licence to kill? Article by Marcos Abreu in Pensions Aspects | Hilary Salt and Dale Walmsley to speak at NHS event | First Actuarial joins the Pensions Administration Standards Association (PASA) | Greenoak Housing Association appoints First Actuarial |

What do NHS employees say about their pensions?

Concerned about the impact of pensions taxation – and the Annual Allowance in particular – NHS Employers asked First Actuarial to carry out some independent research, to see how widespread the problem was.
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Pension freedoms – How to help your employees manage their retirement income

At First Actuarial, I lead a specialist team that works with employers to provide financial education in the workplace. Pension freedoms is something we often discuss with our clients’ employees, addressing its impact in a range of formats – from group workshops to drop-in surgeries and face-to-face sessions.
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What we do

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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Sign up for our briefings

Our specialists will keep you informed of the latest developments in the world of pensions. Choose from First Actuarial’s wide range of briefings and enjoy our insights.

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First Actuarial case studies

RSPB

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.”

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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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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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