Umbrella

What our clients say

"In First Actuarial, we have found a firm of actuaries and administrators who are a pleasure to deal with. Since their appointment, we noticed an immediate improvement in service levels we were receiving that has been maintained to date. Advice is always clear and appropriate to our needs, and I would have no qualms about recommending their services."

Dave Crapnell Chairman of the Trustees

"We have worked closely with First Actuarial since 2001. Administratively, they have performed extremely proficiently and well within budget constraints. The senior management team have full confidence in their advice and consequently First Actuarial are held in very high regard."

Keith Brownlie HR Director

Administration

Good administration is critical to the smooth operation of pension schemes. Our pensions administration services are closely integrated with other services to ensure overall efficiency. By employing highly skilled staff and using modern and proven technology, we can lessen the burden on employers and trustees. We also have the advantage of not being encumbered by legacy systems and the problems that they entail.

"We transferred our actuarial services and pension scheme administration to First Actuarial in 2004 and immediately noted substantially improved service levels. The transfer was seamless and effortless, the new services cheaper and more efficient. The level of service received has been constantly first class and beyond normal expectations."

Stephen Slater Finance Director

Our administration service does exactly what trustees need. It removes the worry of administering a scheme and ensures that members receive correct and timely communication in an understandable format. Our administration service can be tailored to your needs delivering as little as a help desk service for your in-house team to a full service including pensioner payroll, the production of accounts and managing the trustee bank account. We also offer experienced consultants to act as Secretary to the trustees either as part of the administration service, or in isolation. Whatever services we provide, our clients notice that we care about the members.

Trustee Accounting

We prepare your Trustee Report and Accounts and work closely with your appointed Auditor, to ensure that the Trustee Report and Accounts are signed in a timely manner. We employ a qualified accountant and use specialist software to make sure that our scheme accounting service runs smoothly.

Trustee Secretarial Service

Our trustee secretarial service can be tailored to fit the needs of each set of trustees and can vary from arranging a venue for your meeting, to providing a full service of preparing the meeting papers, minuting the meeting and then carrying out the action points for the trustees.