Our services

Why do our clients choose us and stay with us?

We get things done

It’s the emphasis we place on solving problems quickly that sets us apart. All our offices offer the full complement of pension services, so we can involve the right specialists as soon as you need them.

We tailor our services to your needs

Our can-do attitude and innovative in-house software tools mean that we can tailor our services to meet your specific objectives. Whatever you need, we agree timescales with you – and we stick to them.

We build strong relationships with all pension stakeholders

Close relationships between employers, trustees and advisers are the key to a smooth-running pension scheme. We explain our advice clearly to every stakeholder we work with, and we’re always happy to talk.

We manage the quality of everything we do

We deliver accurate and compliant work within your deadlines. We operate an ISO 9001 certified quality framework across all our offices, and we are also accredited to the international data security standard, ISO 27001.

We develop useful tools for our clients

We use industry-recognised software in much of our work, but off-the-shelf systems can’t meet all your needs. That’s why we develop our own software tools to make our clients’ lives and those of scheme members easier.

Latest news

The RSA launches its CDC Pensions Forum to industry acclaim

On 7th July 2021, the RSA launched its CDC Pensions Forum.
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Dolce Ltd Retirement Benefits Scheme Trustees appoint First Actuarial

Dolce Ltd is an artisan catering company, providing school meals of restaurant quality, freshly cooked using raw ingredients. Established more than 20 years ago, they now supply schools across the UK, and served 10 million school dinners in 2018.
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What we do

Defined Benefit

We help keep costs down, while controlling your liabilities and monitoring investments. We’ll give you the tailored advice and information you need to meet your pension scheme goals.

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Defined Contribution

We’ll help you run a compliant scheme that works for the business and its employees. Whether you’re managing a large DC scheme or auto-enrolling, we’ll make every penny count.

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Financial Wellbeing

With our independent financial education, your pension scheme becomes an asset, helping you attract and retain the best people, and promoting a productive and anxiety-free workplace.

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Our specialists will keep you informed of the latest developments in the world of pensions. Choose from First Actuarial’s wide range of briefings and enjoy our insights.

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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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PremierFirst

PremierFirst makes cost and time savings by moving its documents to First Actuarial’s secure Client Hub

"First Actuarial offered us a sensible and well-priced proposition. They supported us very well in uploading all our information in a structured way.
We’re not aware of any document going missing in the process. And it’s maintained very well."

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RSPB

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.”

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See all our case studies
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