Training

Training for pension scheme trustees and employers

Our training courses help trustees and employers manage occupational pensions. Both Defined Benefit schemes and Defined Contribution arrangements are under increasing scrutiny – and auto-enrolment can be an administrative minefield for the unaware.

All our course convenors explain complex issues in simple and straightforward ways. They will also encourage informal discussion and exchange of ideas to help you benefit from the experiences of other attendees.

Introduction to trusteeship

An overview of the legal, financial and investment issues around scheme trusteeship.

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Investment training for trustees

A course that gives trustees a clear understanding of pension scheme investment principles.

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Defined Contribution training

A course that helps trustees and sponsors of DC schemes comply with legislation and follow best practice.

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Current issues

Popular sessions that help trustees stay up to date with changes in DB schemes and plan ahead.

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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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