Page 1 - Bromford Housing Case Study
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                    Case Study
 First Actuarial supports Bromford Housing Association through pension scheme changes with a successful communications programme
  Key outcomes
A smooth and efficient transition to a more consistent pension offer for all colleagues
A range of communications to meet all needs – including presentations, one-to-one sessions and drop-in days
Overwhelmingly positive feedback from staff, senior managers and trade unions
First Actuarial partnered with Bromford to communicate extensive pension scheme changes and improve financial wellbeing, delivering more than 40 group presentations to 1,200 colleagues as well as 250 one-to-one sessions across this leading UK housing association.
 The Communicating pension
changes across all sites
 Bromford wanted to offer a range of attractive pension options to all 1,200 colleagues. “With today’s talent crunch, an attractive pension offer really helps recruit and retain the best people,” says Helena Moore, Director of People Experience. “But with business growth, our pension provision had become inconsistent, and benefits varied considerably according to joining date.”
Bromford was also keen to control the cost of pension provision, and also wanted something that was affordable for its colleagues. “If we’re serious about financial wellbeing,
we should give people a range of pension options to suit all needs,” says Helena.
In reviewing its pension schemes, Bromford realised that a Defined Benefit option was sustainable, and proposed a combination of Defined Benefit and Defined Contribution scheme choices for all its colleagues.
Bromford then looked for a provider with the sensitivity and expertise to communicate the changes to all its colleagues, including 250 people whose current pension scheme was being closed.
     The solution
Partnering with First Actuarial on a company-wide communication programme
 Bromford considered three pension providers in a competitive tender.
“First Actuarial looked really good value for money,” says Helena, “and you can’t put a price on the feeling that a company will work with you flexibly in
a genuine partnership.”
First Actuarial and Bromford planned a programme to communicate the changes to all 1,200 colleagues in person, over an eight-week period.
Group presentations
First Actuarial consultants and Bromford senior managers presented the changes jointly across the company, keeping the groups small to give everyone the opportunity to ask questions. “We answered questions together – we were all on message, says Helena. “It felt like a true partnership. With an intensive schedule of up to five sessions a day on different

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