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First Actuarial and your pension scheme

We work with employers and trustees, bringing expert guidance and service tailored to Defined Benefit and Defined Contribution pension schemes.

We provide the right blend of actuarial, consultancy, administration and investment services for every scheme we work with, building long-term relationships based on trust.

First Actuarial was set up in 2004 as a partnership with no external investors, and we’ve experienced steady, organic growth since then.

First Actuarial is widely considered to be a trusted source of independent expertise on pension policy. We play an active role in government and industry affairs.

We aim to make our services accessible to all, treating every client and prospect with dignity and respect. We make every effort to avoid direct and indirect discrimination on the grounds of gender, age, disability, race, religion, sexual orientation and every other protected characteristic.

To meet the needs of individual clients, we are happy to modify our services, for example by supplying materials in larger print or providing additional support in meetings. Clients need only ask and we will do all we can to adapt our services as needed.

Another successful year at First Actuarial

Find out more
We gained 65 new clients
Revenue increased by 19%
We won 65 new appointments across our offices to provide services to new trustee and employer clients, while retaining existing arrangements
We ended the year with 385 people

We are true to our values

Fair on fees

We don’t have chargeable hours or billing targets, and we don’t sell services our clients don’t need.

Accurate and professional

We focus on quality, not meaningless metrics. We champion accurate work, delivered to deadlines.

Focused on improvement

We ask for feedback regularly. In our latest survey 100% of clients rated our work as excellent or good.

Why do our clients choose us and stay with us?

We get things done

It’s the emphasis we place on solving problems quickly that sets us apart. All our offices offer the full complement of pension services, so we can involve the right specialists as soon as you need them.

We tailor our services to your needs

Our can-do attitude and innovative in-house software tools mean that we can tailor our services to meet your specific objectives. Whatever you need, we’ll agree timescales with you – and stick to them.

We build strong relationships with all pension stakeholders

Close relationships between employers, trustees and advisers are the key to a smooth-running pension scheme. We explain our advice clearly to every stakeholder we work with, and we’re always happy to talk.

We manage the quality of everything we do

We deliver accurate and compliant work within your deadlines. We operate an ISO 9001 certified quality framework across all our offices, and we are also accredited to the international data security standard, ISO 27001.

We develop useful tools for our clients

We use industry-recognised software in much of our work, but off-the-shelf systems can’t meet all your needs. That’s why we develop our own software tools to make our clients’ lives and those of scheme members easier.

Client survey

We continue to receive excellent feedback from our clients. In our latest client survey:

97% of clients say we deliver excellent or good value for money.

Client Survey 2023

99% of our clients are happy
to recommend us.

First Actuarial Client Conference

We returned to RSA House, the beautiful setting of First Actuarial’s last conference in 2019. This year’s speakers came from a range of organisations and offered diverse viewpoints. Together, we explored solutions to the most pressing pension issues in today’s unpredictable world.

Explore the conference sessions

We keep the very best people

We make every effort to develop the skills of our talented people. Our aim is to bring out the best in everyone, and we give all our staff the autonomy to excel. That’s how we maintain the quality of our advice and services.

I’m interested in working for First Actuarial

So what’s next?

Our clients tell us we’re doing things right, but that’s no reason to sit back while the world moves forward. We lead industry developments, and we invest in innovative IT solutions to support our consultants and delight our clients.

We’re a growing business, but we’re always happy to offer our services to new clients. If that could be you, why not drop us an email or pick up the phone for a chat? Let’s see how we can help you and your people achieve more with your pension scheme.

Our structure

First Actuarial LLP is a limited liability partnership that operates across the UK. We currently have 23 partners. These include the nine founding partners, together with more recent partners who have risen through the business.

Across our business there are 123 in our actuarial team, of whom 70 are qualified actuaries. We advise more than 600 pension schemes, providing the right blend of advice and services for their needs.

Our staff are spread across five offices. Each office has at least one partner who manages the local operations, providing our whole range of services which includes:

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, Chair of the Trustees

First Actuarial case studies

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