Case studies

A
Administration
DB
Defined Benefit
NFP
Not for profit

Usdaw

Trade union Usdaw selected First Actuarial to transform its scheme administration, resulting in improved quality and time-cost savings.

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DB
Defined Benefit
I
Investment

Southern Co-op

First Actuarial's fiduciary management consultants guided the trustees of Southern Co-op through their provider review, delivering fee savings.

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BO
Buy-out
DB
Defined Benefit

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.

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DB
Defined Benefit
NFP
Not for profit

Diabetes UK

First Actuarial provided proactive governance and scheme secretarial services that cover every risk and exceed expectations at Diabetes UK.

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FW
Financial wellbeing
H
Housing
NFP
Not for profit

Aster Group

First Actuarial supported Aster Group’s financial wellbeing programme with a bespoke Retirement Planner, webinars and one-to-one sessions.

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DB
Defined Benefit

PremierFirst

PremierFirst gained cost and time savings and makes Scheme information easy to find by migrating to First Actuarial’s secure Client Hub.

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H
Housing
NFP
Not for profit

Watford Community Housing

With First Actuarial’s help, Watford Community Housing eliminated its LGPS cessation debt risk and refocused its funding on social housing.

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A
Administration
DB
Defined Benefit

Saffron Building Society

First Actuarial's administration team saved time and money for Saffron Building Society with updated processes and member records.

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A
Administration
DB
Defined Benefit

Patersons of Greenoakhill Ltd

First Actuarial transformed scheme administration at Patersons of Greenoakhill Ltd, improving communications and rationalising liabilities.

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BO
Buy-out
DR
De-risking
DB
Defined Benefit

Amusement Equipment

Amusement Equipment had a costly DB Scheme with unknown liabilities. First Actuarial wound up the Scheme and secured member benefits in full.

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DB
Defined Benefit
DC
Defined Contribution
FW
Financial wellbeing
NFP
Not for profit
S
Schools

Cheam School

In response to TPS contribution rises, First Actuarial specialists delivered scheme change and a staff support programme at Cheam School.

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DC
Defined Contribution
FW
Financial wellbeing
H
Housing
NFP
Not for profit

Bromford

First Actuarial partnered with Bromford housing association to improve financial wellbeing, with presentations and one-to-one sessions.

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FW
Financial wellbeing

FTSE 100 business

With websites, webinars and one-to-ones, First Actuarial’s financial wellbeing programme received rave reviews at a global FMCG business.

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DC
Defined Contribution
FW
Financial wellbeing

Hachette UK

Publisher Hachette UK turned to First Actuarial to make scheme administration more efficient and improve staff engagement with pensions.

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DB
Defined Benefit

SBAC

First Actuarial's consultants found an innovative way for SBAC to balance funding on a buy-out basis with affordable employer contributions.

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DB
Defined Benefit
DC
Defined Contribution
NFP
Not for profit
TU
Trade unions

CWU

First Actuarial joined forces with CWU trade union to introduce a groundbreaking CDC scheme at Royal Mail with supporting UK legislation.

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DC
Defined Contribution
FW
Financial wellbeing
NFP
Not for profit

Bolton Cares

Care services company Bolton Cares turned to First Actuarial to help set up a competitive and affordable DC pension scheme for its staff.

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DB
Defined Benefit
NFP
Not for profit

The Kennel Club

First Actuarial's actuarial valuation placed a sensible value on liabilities and removed the risk of unaffordable employer contributions.

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DC
Defined Contribution
NFP
Not for profit

RSPB

First Actuarial helped RSPB wind up its DB scheme and select a DC provider with strong ethical values to meet all employees’ concerns.

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First Actuarial case studies

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