Investment briefing, Q1 2018

The Financial Conduct Authority (FCA) recently investigated whether fund ratings, provided by investment consultants, provide value to clients. In this quarter’s Investment Briefing, we discuss the CMA’s main
findings.

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.