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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

USDAW

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    Administration
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    Defined Benefit
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    Not for profit
Southern Co-op

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Oil and Gas Industry

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    Buy-out
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    Defined Benefit
Diabetes UK

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    Not for profit
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Surveys

Client Survey 2021

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FRS 102 Survey

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Client Survey 2020

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Social housing survey

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    Housing
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Videos

GMP equalisation – Using dual records, part 2

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GMP equalisation – The conversion approach

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GMP equalisation – Equalisation methods for past payments

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An internship at First Actuarial

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An internship at First Actuarial
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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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