Training for pension scheme trustees and employers

We run a range of training courses to help trustees and employers manage occupational pensions. Both defined benefit schemes and defined contribution arrangements are under increasing scrutiny – and recent requirements such as auto-enrolment can be an administrative minefield for the unaware.

Our one-day Introduction to Trusteeship and Investment Training for Trustees courses are popular with both new and experienced trustees, and Defined Contribution courses are designed for both trustees and employers.

Our regular half-day Current Issues sessions keep scheme trustees and employers up to date with the latest changes in the UK pensions environment.

We also run bespoke training courses. These make efficient use of your time by targeting the specific issues you’re facing with your scheme. If you’re interested, please contact

We are running these courses on the following dates – Click on the course name for further information or to book your place

Training CourseDateDurationLocation
Investment training for trustees05/03/2020Full dayLondon
Defined Contribution training10/03/2020Full dayLondon
Introduction to trusteeship02/04/2020Full dayLondon
Investment training for trustees30/04/2020Full dayLeeds
Current issues18/06/2020Half-dayLondon
Current issues25/06/2020Half-dayLeeds
Introduction to trusteeship08/07/2020Full dayLeeds
Introduction to trusteeship17/09/2020Full dayLondon
Investment training for trustees01/10/2020Full dayLondon
Investment training for trustees15/10/2020Full dayLondon
If you have any questions about our training courses please call 01256 340 085 or email

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.”



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.”


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.

“They’ve been really helpful and professional throughout the project, and we’ll use them again if we need specialist advice.”

See all our case studies
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