Training

Training for pension scheme trustees and employers

We run a range of training courses to help trustees and employers manage occupational pensions. Both defined benefit schemes and defined contribution arrangements are under increasing scrutiny – and recent requirements such as auto-enrolment can be an administrative minefield for the unaware.

Our one-day Introduction to Trusteeship and Investment Training for Trustees courses are popular with both new and experienced trustees, and Defined Contribution courses are designed for both trustees and employers.

Our regular half-day Current Issues sessions keep scheme trustees and employers up to date with the latest changes in the UK pensions environment.

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 training@firstactuarial.co.uk.

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

We have cancelled all face-to-face training for the foreseeable future, and we will shortly provide details of the online webinars we are putting in its place. If you have any questions about our training services, please call 01732 207536 or email training@firstactuarial.co.uk
Quick Links
DB Defined Benefit
DC Defined Contribution
FW Financial Wellbeing
NFP Not-for-profit organisations
Contact Us

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.”

Read More...

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.”

Read More...

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.”

Read More...
See all our case studies
© 2020 First Actuarial | Site By Punch Creative