Training for pension scheme trustees and employers

Our training courses help trustees and employers manage occupational pensions. Both Defined Benefit schemes and Defined Contribution arrangements are under increasing scrutiny – and auto-enrolment can be an administrative minefield for the unaware.

Our range of courses includes:

  • Introduction to trusteeship - A one-day overview of the legal, financial and investment issues around scheme trusteeship
  • Investment training for trustees - A one-day that gives trustees a clear understanding of pension scheme investment principles
  • Defined Contribution training - A one-day course to help trustees and sponsors of DC schemes comply with legislation and follow best practice
  • Current issues - Our popular half-day sessions keep trustees up to date with changes in Defined Benefit schemes and plan for change.

We also run bespoke training courses. These make efficient use of your time by targeting the specific issues you’re facing with your scheme. If you’re interested, please contact

We are running these courses on the following dates – Click on the course name for further information or to book your place

Training CourseDateDurationLocation
Investments Trustee Training23/03/202109:30 - 12:00Webinar
Investments Trustee Training23/03/202113:30 - 16:00Webinar
Investments Trustee Training25/03/202109:30 - 12:00Webinar
Investments Trustee Training25/03/202113:30 - 16:00Webinar
We have cancelled all face-to-face training courses for the foreseeable future, holding webinars in their place. We issue attendees with training videos in the first instance, then use the webinars themselves for the interactive elements. If you have any questions about our training services, please email

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.”

See all our case studies
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