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

Hachette UK

Hachette UK, one of the UK’s largest publishing groups, turned to First Actuarial to help improve staff engagement with pensions.

“One of the things I like about First Actuarial is that they’re very responsive. You never have to chase them for anything. They’re pragmatic and cost-effective.”

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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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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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