Housing briefing, May 2021 – Financial wellbeing case study

In this special housing briefing, we provide a case study of a housing association which extended its financial wellbeing programme and brought in First Actuarial to deliver a bespoke Retirement Planner with supporting webinars and one-to-one sessions.

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.