Supporting employees through change

People don’t like change but it’s not always possible, or desirable, to stay in the same place

If you have to change the pension benefits you provide, then you’ll need to explain the changes clearly to your staff, and make sure they understand the impact and the choices that they have.

People learn in different ways. Getting a message across to reach everyone will involve a carefully-blended mix of announcements, presentations and discussion… with presenters who know how to engage and communicate.

People can react unpredictably to change, and clear and open communication is essential.

How First Actuarial can help

If you communicate openly and honestly, then change needn’t cause problems, even if benefits are being reduced.

As an independent consultant specialising in this area First Actuarial can help, by putting together a tailored change management programme using our building block approach:

We start by talking with you, to agree your objectives. We take you through the building blocks we use– from workshops and surgeries to websites and videos – in our change programmes

Your tailor-made programme will give your employees the information they need in ways that suit them best. You can blend webinars and one-to-one web chats, websites with booklets, and the learning modules are available individually or as a programme, depending on your objectives and your budget. See our building blocks for the choices you have in our module delivery.

Our financial wellbeing programme will help you, by

Getting your message across, with clear and concise announcements

Communicating changes openly and honestly, by organising and running group presentations

Encouraging people to ask questions and get to grips with how the change will affect them, by providing formal or informal one-to-one sessions

Being friendly, personable and approachable and going out of our way to answer questions before, during and after sessions

Using easy to use, high quality models to demonstrate the changes.

Why First Actuarial?

Our background as actuaries means that we understand even the most complicated areas of your pension scheme and its benefits.

Years of experience giving financial well being training means our consultants have the skills to explain complex issues simply and clearly.

We work hard to get your message across and to address any specific issues that may generate discontent. We won’t avoid the difficult bits.

We’re independent, and that means we can be honest and open. That way, your members are much more likely to listen to us.

“Really engaging speaker, and given the subject matter (I was attending because I felt I should, not because I expected to find it interesting!) the whole package was great.”

Get in touch

Looking to improve financial wellbeing in your workplace? Get in touch with us today.

Find out more about our financial wellbeing services

Download our financial wellbeing brochure.

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First Actuarial case studies

FTSE 100 business

From websites and webinars to one-to-one discussions, First Actuarial's financial wellbeing programme meets the needs of all employees and receives rave reviews at a leading fast moving consumer goods business.

"First Actuarial staff have a real passion about financial wellbeing. They make a real difference to people’s lives by helping them manage their finances properly. And that comes through in their energy and commitment to everything they do."



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.

"Working with First Actuarial was a highly professional partnership that had a positive effect on our colleagues. We received great feedback on both the group and one-to-one sessions they ran."


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.

Throughout the project, they managed themselves in an independent way in terms of the information they provided our employees, which was accurate and complete.”

See all our case studies

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