Briefings
Updates
In this briefing, we look at the importance of having high quality and accurate membership data, and why schemes should collect marital data before approaching the insurance market. We also look at the latest update to the First Actuarial Bulk Annuity Index.
Read moreIn this briefing, we take a look at Defined Benefit superfunds, with particular focus on Clara-Pensions, which has successfully completed the assessment process of The Pensions Regulator. We also discuss the latest update to the First Actuarial Bulk Annuity Index.
Read moreIn this briefing, we review activity in the bulk annuity market during 2021, discuss how smaller schemes can make themselves more attractive to insurers in a competitive market, and provide an update on how insurers are approaching GMP equalisation. We also look at the First Actuarial Bulk Annuity Index.
Read moreIn this briefing, we look at the latest update to the First Actuarial Bulk Annuity Index, which monitors the general trend in the pricing of bulk annuity transactions relative to self-sufficiency liabilities.
Read moreIn this briefing, we consider how a bulk annuity can help manage the risk of members living longer than expected. We also look at the latest update to the First Actuarial Bulk Annuity Index, which monitors general trends in the pricing of bulk annuity transactions relative to self-sufficiency liabilities.
Read moreIn this briefing, we review activity in the bulk annuity market during 2020 and discuss how the market might develop over the next 12 months. We also take another look at the First Actuarial Bulk Annuity Index, which monitors general trends in the pricing of bulk annuity transactions relative to...
Read moreIn this briefing, we look at the First Actuarial Bulk Annuity Index, which monitors the general trend in the pricing of bulk annuity transactions relative to self-sufficiency liabilities.
Read moreIn this briefing, we look back at the activity in the buy-in and buy-out market over 2016, and anticipate developments during 2017.
Read moreRyan Templeton from our investment team discusses annuities as a potential investment, with Rob Skelton, who leads our investment research, and Phil Kelly from our buy-out team.
Read moreIn this briefing, we look back at the activity in the buy-in and buy-out market over 2015, and anticipate developments during 2016.
Read moreConcerned 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.”
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.”