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

Hybrid working – Are we losing touch with each other?

Robert Wakefield, Head of Administration Services at First Actuarial and President of the PMI, reflects on what we’re losing out on when we turn away from face-to-face contact.
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Take two apprentices – Amy Atherton and Katie Mosley discuss their apprenticeships at First Actuarial

We talk to two of First Actuarial’s apprentices about their experiences. Amy Atherton is a Level 3 HR Support Apprentice. And Katie Mosley is a Level 3 Workplace Pensions Administration Apprentice.
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The new general code – How to lighten the burden of compliance while improving member outcomes

Phil Sargent, Partner and Head of Defined Benefit Consulting, explains that with the right approach and suitable technology, trustees can deliver improvements to members as well as comply with the general code.
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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.

100

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

100% of survey respondents were satisfied with the overall standard of our work in both this year’s and last year’s survey.

100

of our clients are happy to recommend us

100% of survey respondents said they would recommend us to other organisations.

80

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

80% 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

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

Staff are professional and knowledgeable, and have the ability to explain complex technical areas. They are also super friendly, approachable and flexible, which made working together so rewarding.

I was impressed by the way in which they handled the LDI issue for us, for example answering trustee questions at an in-person meeting.

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