Defined Contribution training

About First Actuarial's Defined Contribution training course

Defined Contribution (DC) pension arrangements are under increasing scrutiny, as Government and regulatory bodies seek to protect member interests. Trustees and employers can’t afford to make mistakes.

The law now sets out the skills and knowledge trustees need to carry out their role. And these requirements are increasingly defined as best practice for employers with contract-based and master trust schemes.

At this time of swift and sweeping change – with auto-enrolment, the DC Code of Practice and pension freedoms, for example – trustees and employers must keep on top of broader changes, and respond appropriately.

Our one-day Defined Contribution course helps trustees and employers stay on the right side of the law and follow best practice.

Is this training course right for me?

If you want to set up a new scheme, strengthen your scheme governance framework, update or simply improve your DC knowledge, this course is designed for you.

Defined Contribution training

What does the course cover?

  • Types of scheme and pension providers
  • Legal requirements
  • Scheme design considerations
  • Costs and charges
  • Investment options and best practice
  • At-retirement options
  • Benefit adequacy
  • Communications and engagement
  • Governance, monitoring and change management

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 call 01732 207536 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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