Investment consultancy services

At First Actuarial, we work with trustees and sponsors on pension scheme investments. We specialise in advising small and medium pension schemes. We research funds and we design solutions that deliver practical outcomes for every scheme we work with.

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.