First Briefing, January 2021: PPF Levy 2021/22

The Pension Protection Fund (PPF) has confirmed its key decisions on what’s changing in the levy rules for the 2021/22 levy year. This briefing summarises the changes and provides a reminder of key deadlines.

First Actuarial case studies

Usdaw

Trade union Usdaw selected First Actuarial to transform its scheme administration, resulting in improved quality and time-cost savings.

Southern Co-op

First Actuarial's fiduciary management consultants guided the trustees of Southern Co-op through their provider review, delivering fee savings.

Oil and Gas Industry

Oil and gas company DB scheme wind-up resulted in generous transfers for members and £3m surplus for employer, with First Actuarial’s help.