People like to talk with us

People are embarrassed to talk about pensions, thinking they’re ignorant. We understand this and help members to enjoy learning about their benefits and options. It’s the same story when we’re talking to groups of employees about their money. We make sure people know what they’re doing and have a clear game plan.

That’s why large employers like Unilever keep coming back for more.

Andy Dunlop

50-100 words from Andy about why Unilever use us (client’s perspective)

Sudha Antony

Our member support team loves it when the phone rings; it’s the best bit of the job. Even when it’s a tough call about someone dying or getting sick. Pension Freedoms are a real challenge but we’re up for it.

David Joy

A gag from David – Domino’s effect or similar (eg something funny proving the point that we are fun to talk to)

We know where we came from and we know where we are headed

We started in 2004, as 25 people looking to offer employers and trustees of defined benefit schemes a great quality service at fixed and reasonable prices.  We had some new ideas, engaging ways of explaining complex things and it seemed to strike a chord.

We’ve grown rapidly since then by winning new clients, hanging on to them and to our best people.  We’ve added new services but kept our fresh way of working that our clients say they enjoy.

So, what’s next?  Well our clients tell us we are still doing things right so we don’t want to change fundamentally.  But we’re investing in new and innovative IT solutions to support our consultants and delight our clients.  And we’d like to offer our services to more clients.

If that could be you, pick up the phone and have a chat.   Let’s see how we can help you and your people.

Contact Us

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Who do we work with?

We’ve changed.
From our initial focus on small and medium sized schemes who we felt were getting a poor deal we’ve started to help some of the bigger schemes.
That doesn’t mean we’ve turned away from our roots just that bigger schemes have recognised our high quality service and the value for money that we offer.

  • 200

    Employers who take our advice on their workplace pensions
    A good pension scheme is a business asset, we’ll make sure it’s not a liability

  • 100

    Standard of work rated excellent
    100% of respondents voted the standard of our work as Excellent or Good;

  • 100

    Highly recommended by respondents
    100% of respondents said they would recommend us to others.


Sign up for our briefings!

Our briefings are rightly famous. Enjoy their unique combination of acerbic wit and technical insight!

Our team growth


Our turnover growth

12 %

Find out more about our Defined Contribution services

Download our Defined Contribution brochure.

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First Actuarial case studies

Hachette UK

Hachette UK, one of the UK’s largest publishing groups, turned to First Actuarial to help improve staff engagement with pensions.

“One of the things I like about First Actuarial is that they’re very responsive. You never have to chase them for anything. They’re pragmatic and cost-effective.”



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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