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Help with Defined Benefit pension schemes

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Help with Defined Contribution pensions

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Find out about money – A personal finance programme for your employees

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Investment consultancy services

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Case Studies

Watford Community Housing

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Saffron Building Society

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Patersons of Greenoakhill Ltd

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Amusement Equipment

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Surveys

Client survey 2019

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Client survey 2018

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Charities survey

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DC survey 2017

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Videos

Level income option – How to give your members a more stable retirement income

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Planning to wind-up your Defined Benefit pension scheme?

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5 things to ask your trustee board at the next actuarial valuation

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firstmoney – A personal finance programme for your employees

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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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