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:

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 Course Date Duration Location
Introduction to Trusteeship 06/07/2022 9:30 - 12:30 Webinar Find out more
Investment training for trustees 14/06/2022 9:30 - 12:00 Fully Booked Find out more
Investment training for trustees 11/10/2022 9:30 - 12:00 Webinar Find out more
Investment training for trustees 13/10/2022 9:30 - 16:30 Weetwood Find out more
We are carrying out a combination of face-to-face training courses and webinars, depending on Trustees’ preferences. For face-to-face courses, everything will be covered in a full day session. For webinars, 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 call 0113 818 7367 or 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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