Umbrella

What our clients say

"We have always found First Actuarial to be proactive, pragmatic and very knowledgeable. They offer more than simply an actuarial view, with a comprehensive practical knowledge of pensions. We are always very willing to recommend them to clients and contacts as an extremely safe pair of hands. It is always a pleasure to do business with them."

Justine Senior Lawyer and Independent Trustee

"We appointed First Actuarial as actuaries/administrators to our two closed defined benefit schemes a little over a year ago. They have managed the transition from the previous scheme administrators very efficiently and we are very satisfied with the quality of advice and service which they provide. We are extremely glad that we moved to First Actuarial."

Morag McWhirter HR Manager

Scheme Actuary Services

A core aspect of our business is providing top quality Scheme Actuary services to pension scheme trustees.

Our ability to perform calculations accurately and efficiently can be relied upon. However, this is of limited value if our clients do not fully understand the results and implications of those calculations. Valuation Viewer We are therefore passionate about making the results of our calculations clear and easily accessible to our clients. One of the ways we do this is by using our innovative software called Valuation Viewer.

Valuation Viewer gives instant results to changes in assumptions. This makes discussions on assumptions at trustee meetings much more informed and gives trustees the power to really understand the sensitivity of valuation results to each assumption.

"First Actuarial have been our managers and consultants for about 6 years. For reasons beyond our control, the scheme was very complex.

Since First Actuarial came onboard:

  • we have never had any doubt about their invoices
  • we seem to have hit our deadlines quite effortlessly
  • the founder, the trustees and the members have been able to trust the even-handedness and accuracy of their advice
  • meetings have been worthwhile and even enjoyable.”

Mike McCutcheon Trustee

Being a trustee of a pension scheme is a difficult job. It involves complex issues, personal liability and an increasing amount of pensions knowledge. Trustees therefore need all of the help and protection that they can get. Our Scheme Actuaries put themselves in trustees’ shoes and offer practical advice that strikes a balance between minimising the risks that trustees take and finding pragmatic solutions to the problems they face. We also give timely advice and ensure that trustees understand the information that we provide.

To talk to one of our Scheme Actuaries directly about what makes us different please contact you local First Actuarial office. You can also register to receive our free weekly bulletins containing the latest news in the pensions world.