Helping trustees and employers get the best out of their pension schemes, with actuarial, administration and investment consultancy

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Our actuarial consultants can help you set up a new pension scheme, get more value from your existing one, or wind it up

We set up First Actuarial in 2004 to build a business that people trust. We provide pension services for trustees and employers that put our clients’ needs and interests first.

From the beginning, we drew on decades of experience to take a fresh approach to pensions consultancy. With our in-depth expertise, we can challenge conventional thinking where necessary to get the best possible outcomes for scheme trustees, employers and members.

We bring clarity to actuarial processes and scheme member experiences by making pensions as simple as possible and only as complex as they need to be.

We can help you meet your scheme’s obligations by striking the right balance between investment risk and reward, and company contributions.

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Latest news

Putting members first in the ‘new world’ of Defined Benefit pensions

Once again, Defined Benefit (DB) scheme trustees and sponsors are being asked to review their strategies to make sure they remain fit for the ‘new world’. While much of the attention to date has focused on selecting the right destination for schemes, Kathy Deverell-Smith asks whether ‘the best interests of members’ lie beyond the ‘end game’.
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The future of pensioner payroll – and why it really matters

The steady stream of payslips most of us receive throughout our working lives doesn’t come to an end at retirement. In National Payroll Week, Gary Potts, National Payroll Manager, discusses why pensioner payroll is so important and explores how payroll innovations will affect pension schemes.
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Putting the spotlight on mental health and financial wellbeing at work

We’re all aware of the mental health epidemic and cost of living challenges, but how do they combine to affect working life? Suzie Nedza, Group Protection Consultant at First Actuarial, discusses how employers can address financial wellbeing in the workplace.
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What sets us apart from our competitors?

We tailor our pensions advice to your needs and objectives

There’s no standard pension scheme. Each comes with its own strengths and challenges, and our goal is to put in place the most suitable plans and strategies for your needs. There’s no average scheme member either. We explain options in a variety of ways so every member can make decisions based on a sound understanding.

We focus on our clients, and their pension scheme members

We don’t waste our energies on meaningless awards or promotions. If you see First Actuarial in the news, it’s because of the hard work we put into supporting trustees, employers and members. Client satisfaction is what matters to us. Our time is best spent focusing on your pension scheme to deliver the services you really need.

We get great results by challenging conventional thinking

Whether we’re working out the right level of investment risk for your scheme or managing your liabilities, our experienced advisers aren’t afraid to make recommendations that go against the grain. We listen carefully to what our clients want to achieve, and find cost-effective ways to help. We often use industry standard methods, but where it’s in the best interests of our clients we’re not afraid to adopt a fresh approach.

99

of trustees and employers rate our standard of work as excellent or good

99% of survey respondents were satisfied with the overall standard of our work this year

99

of our clients are happy to recommend us

99% of survey respondents said they would recommend us to other organisations.

78

of clients rate our actuarial and administration services as better than their previous provider

78% of clients say our actuarial and administration services are better than their previous adviser’s. And they all agreed that we’re at least as good as their previous adviser.

Read our latest client survey

Everyone at First Actuarial always ensures that work is considered in a timely manner. I am particularly impressed by the fact that the Scheme Actuary takes the time to have a quick chat to ensure that the Trustees and First Actuarial are up to speed on all relevant issues.

I find the First Actuarial team very approachable and understanding – they engage us ‘where we are at’ rather than talking over our heads. All queries are answered with incredible grace and respect.

We have worked with First Actuarial now for a number of years. We use both their actuarial and administration services and recommend them for their quality of work and advice which always meets our requirements.

Cannot compliment First Actuarial highly enough. Game-changing advice in a world of huge uncertainty!

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