Working in First Actuarial’s investment services team

How does the investment team develop its staff?

The investment team supports individuals who want to gain actuarial qualifications or a Chartered Financial Analyst (CFA) accreditation, which can be especially useful in client-facing consultancy roles. Ours is a growing team, and we are open to additional training needs.

In terms of continuous professional development, First Actuarial has robust training and communications in place to keep investment specialists on top of changes and developments in the field.

Meet the investment team member

Mitesh Dayalji

Meet Dayalji

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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