Services for not for profit organisations

Many not for profit employers view pensions as instrumental in the battle to recruit talented employees. They believe that staff wellbeing is central to their positive role in society – with pensions playing an important part.

But as scheme contributions increase and budgets tighten, many in the not for profit sector are forced to balance their pension provision against the organisation’s core mission.

At First Actuarial, we support not for profit organisations through scheme changes, helping them give their valued staff the best possible pensions.

• We are a leading provider of pensions advice to the not for profit sector. We offer considerable experience of supporting not for profit organisations and their pension scheme members through change.
• We offer an appropriate mix of actuarial, administration and investment advice, infused with our in-depth knowledge of the not for profit sector.
• We help organisations struggling with the challenges of multi-employer schemes, such as the Local Government Pension Scheme (LGPS), the Teachers’ Pension Scheme (TPS) and the Social Housing Pension Scheme (SHPS). We work with trade unions tackle the pensions issues their members face. And we advise on the tax issues confronting NHS employees.
• We also work with both employers and trustees of individual pension schemes.
• We put people first. We give clients face-to-face advice and support at every stage of our work.
• We deliver cost control and value for money. We are transparent and fair on fees, and where possible we charge on an agreed fixed-fee basis.