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.”

Read More...

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.”

Read More...

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.”

Read More...
See all our case studies
© 2020 First Actuarial | Site By Punch Creative