Our services

First Actuarial offers a full range of services to meet the needs of both employers and pension scheme trustees

We offer all the services you need to run your pension scheme easily and successfully.

We listen carefully and provide the right blend of pension administration, actuarial, consultancy, and investment services to meet our clients’ needs. We offer trustees and employers in-depth knowledge and experience of both DB and DC pension schemes.

Latest news

New pension transfer regulations: The power to say ‘no’

Pensions Administration Manager Richard Packham welcomes the new powers that trustees and administrators now have to block fraudulent transfers and combat pension scams.
Read more

What next for Collective Defined Contribution pensions?

Derek Benstead – who has played an instrumental role in the introduction of Collective Defined Contribution (CDC) in the UK – discusses where we are and where we’re heading.
Read more

What we do

Defined Benefit

We’ll help keep costs down, while controlling your liabilities and monitoring investments. We can 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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Investment services

Our investment specialists can help you navigate today’s complex and unpredictable investment markets. We can guide you through investment decisions and help balance returns with risks.

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CDC services

Collective Defined Contribution (CDC) is a new way for employers to help staff save for retirement. As pioneers of CDC pensions, we’re ideally placed to help you assess their suitability.

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We have specialist teams in several not-for-profit areas, ready to help you find equitable ways to manage scheme change. We understand how important pensions are in recruiting talent.

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Share-based payments

If your organisation offers employee share schemes, you’ll need to account for them as share-based payments. We provide the specialist help needed to get accounts signed off at year end.

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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. The information you provide will be held in line with our privacy policy.

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First Actuarial case studies

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.”



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.”

See all our case studies
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