Investment briefing, May 2023 – New TPR guidance on LDI

The Pensions Regulator (TPR) has published guidance on Liability-Driven Investment (LDI). In this briefing we explain what this means for LDI fund managers and trustees.

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.