Employer services briefings

  • 2020


    Employer briefing, Quarter 4 2020

    In this briefing we highlight some of the key pension issues for employers for the final quarter of 2020, including analysis of the impact of Covid-19 and other tumultuous events on investment markets. The briefing focuses on key pension cost accounting issues to consider for 31 December 2020 year end.

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    Employer briefing, Quarter 3 2020

    In this briefing we highlight some of the key pension issues for employers from the third quarter of 2020, including an update on financial markets, pension scheme accounting positions, Diversified Growth Fund performance, Implementation Statements and PPF levies.

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    Employer briefing, Quarter 2 2020

    What were the key pension issues for employers in the second quarter of 2020? In this briefing, we look at funding level improvements in Defined Benefit (DB) schemes, the new interim regime for DB superfunds, The Pension Regulator’s annual DB funding statement, and a ban on independent financial advisers charging...

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    Employer briefing, Quarter 1 2020

    The past month has seen unparalleled volatility in financial markets due to Coronavirus. In this briefing we explore the impact this may have had on your pension scheme’s balance sheet position, as well as some other recent developments to be considered ahead of your next year-end.

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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.”

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