Trade union briefing, Q4 2022

In this briefing, we review upcoming changes following the recent Autumn Statement. We also discuss how schemes have been affected by recent market turmoil and the proposed reductions to next year’s PPF levy.

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.