Investment briefing, Q3 2016

UK Corporate bonds are an important investment component for many schemes. In view of the role of quantitative easing in pushing prices up, we ask: should trustees sell their UK corporate bonds and invest the profits elsewhere?

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.