Client Hub

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Scheme members can access their personal pension details on their scheme portal – if First Actuarial has set up a portal for their scheme.

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First Actuarial client login

Trustees and employers can access our Client Hub, for governance, documents, assets, funding, triggers and risk information.

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Key scheme information at your fingertips

As regulatory bodies and market turbulence put more pressure on trustees, the need for up-to-date information has never been greater.

First Actuarial’s Client Hub helps trustees run efficient and compliant schemes by bringing together key information in one place.

Find out how Trustee Directors at PremierFirst made cost and savings with the Documents tile of the Client Hub.

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Access key scheme documentation whenever you need it to make decisions and manage risk. The Governance area helps trustees monitor scheme performance, target key objectives, and demonstrate compliance and best practice to regulatory bodies.


Store scheme documents centrally, in the Hub’s secure storage area and share them with other trustees. The Documents area provides trustees with a ‘single source of truth’, giving all trustees access to consistent information and making meetings easier.


View current information on scheme investments, with performance and fund updates. The Assets area gives trustees current and historical investment data, with First Actuarial’s performance assessments and analysis of ESG issues.


Monitor investment performance and make switches when agreed conditions are reached. We work with trustees to set criteria for asset switches and lock in gains as soon as triggers are reached. Trustees can view their position in the Triggers area at any time.


Get a clear picture of scheme risks in the critical areas of employer covenant, funding and investment. The Risks area brings together the information trustees need to monitor and mitigate risks at all times, making regulatory intervention less likely.


Assess scheme funding on key measures, such as buy-out, cash flow and self-sufficiency. The Funding area gives trustees a clear picture of their funding position, and they can explore scenarios to see how it may evolve in the future.

Find out more about the Client Hub.

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Learn more about our governance and scheme secretarial services

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We recently started using First Actuarial’s Client Hub. Our trustees can log in at any time to see how the Scheme’s investments are performing on a daily basis. Our trustees have been unanimously in favour of this new portal – it’s absolutely excellent and very easy to use.

– Helena Manley, Society Secretary, Saffron Building Society

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