Corporate change

Pensions are an important element of mergers and acquisitions

At times of corporate change, such as mergers and acquisitions, pensions are a reality that neither side can ignore. Failure to account for pensions can substantially reduce the financial benefits of corporate transactions, leaving scheme liabilities to eat into any gains. Yet pensions are often one of the least considered areas in corporate transactions.

How can First Actuarial help?

We understand the need for rapid and responsive action together with clear and relevant reporting – and can deliver everything you need at very short notice.

We can carry out a speedy and affordable review to give you a broad understanding of the potential impact of pensions at an early stage. You can then restructure or fine-tune the deal on an informed basis. We have systems and processes in place to get meaningful reports to our clients as quickly as possible.

We can also help you with more in-depth due diligence to uncover any hidden risks and help you negotiate a suitable pensions sale agreement.

Whatever you ask us to do, we’ll carry out our work quickly and accurately. By giving you the information and support you need, when you need it, we’ll free you up to focus on other areas of the deal that are keeping you awake at night.

Why choose First Actuarial?

Our experienced consultants know what to look out for in corporate deals. We can anticipate problems early on in the process to make sure that there are no last minute surprises or hold-ups.

We will work to your timescales to deliver the information you need, when you need it. If it means working weekends or through the night, then we’ll do it, if that’s what it takes to move the deal forward.

We offer reasonable charge-out rates, and our efficient systems and processes generate significant fee savings compared with other consultants.

Get in touch

Get in touch with one of our actuaries to discuss how we can help you

Without the help and guidance of your consultants we’re fairly sure that we would not have been in the position we are today and going forward.

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.”

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Royal Mail

The Communication Workers Union (CWU) enlisted the help of First Actuarial when Royal Mail proposed replacing its Defined Benefit pension fund with individual Defined Contribution arrangements.

“I can’t speak highly enough about First Actuarial – their people have been brilliant. The journey has been inspirational, nothing but a positive experience.”

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SBAC

As a result of an unusual clause in their trust deeds, Trustees of the pension scheme sponsored by the Society of British Aerospace Companies (SBAC) funded their liabilities on a buy-out basis.

“First Actuarial are very proactive. They respond quickly and get things done. They have proved to be competent and conscientious, and have a very professional and personable approach to business relations.”

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