Current issues

About First Actuarial's Current Issues training course

It’s not easy keeping up with the stream of changes in Defined Benefit pensions. And the legal penalties of acting on outdated information are becoming harsher. Our regular Current Issues courses help trustees plan for change.

Is this training course right for me?

If you’re a trustee of a Defined Benefit pension scheme, our half-day course is designed to bring you bang up to date on the latest issues in this area.

What does the course cover?

We update the course regularly to reflect industry and regulatory changes. We will finalise the content of the course in spring 2020 ready for our June courses (see below), but topics that we expect to cover include:

  • Scheme funding
    • The Pension Regulator’s Annual Funding Statement
    • The Pension Regulator’s new code of practice
  • GMP equalisation
  • Recent case studies from The Pensions Regulator and the Pensions Ombudsman
  • On the radar.

Our course convenors explain complex issues in simple and straightforward ways. They will also encourage informal discussion and exchange of ideas to help you benefit from the experiences of other scheme trustees.

We currently have no courses scheduled in this area. Please contact if you're interested in any of our courses.

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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