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Help with Defined Benefit pension schemes

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Help with Defined Contribution pensions

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Find out about money – A personal finance programme for your employees

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Investment consultancy services

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Case Studies

Watford Community Housing

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Saffron Building Society

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Patersons of Greenoakhill Ltd

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Amusement Equipment

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Surveys

Social housing survey

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Client survey 2019

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Client survey 2018

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Charities survey

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Videos

The Implementation Statement

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Level income option – How to give your members a more stable retirement income

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Planning to wind-up your Defined Benefit pension scheme?

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5 things to ask your trustee board at the next actuarial valuation

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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.”

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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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