Administration services

“Excellent service, thank you. Helpful advice, friendly and professional staff. I would recommend this service.”

“Very impressed with the service I received.”

“The service was excellent and I appreciate the fact that my administrator provided excellent service making the process straightforward.”

“A nerve-wracking decision, but made simple by the reassurance and helpfulness of First Actuarial staff. Phones were always answered after a few rings, and information provided clearly and reassuringly.”

“Very easy to deal with, very satisfied.”

“I have nothing but praise for the First Actuarial team. They have kept me informed at every step of the way and answered all my queries promptly. Well done everybody.”

“Kept me informed all the way and helped me work through the process as I transitioned from the US to the UK.”

“Very good to be able to deal directly with the administrator and I have been provided with straight, clear responses to all of my queries. These have all been followed up with any necessary paperwork. An excellent service.”

“Everything explained in very clear English (in total contrast to another scheme I have).”

“I have had cause to phone the office a few times, and the response has always been friendly and very helpful. First class service overall.”

“Received pension settlement before the chosen start date. Good service.”

“Called a few times over the last few months to get some help and to check one or two things. Sometimes I spoke to the same person again, but not always, but whoever I spoke to was absolutely fantastic. So knowledgeable, exceptionally polite, really helpful and an absolute pleasure to deal with. I cannot say that about most other companies!!!”

“Can't praise the company enough. The service received has been outstanding.”

“Excellent service, very easy to understand and follow instructions on what needs to be done. Information sent as and when promised. Would highly recommend.”

“I found everything timely, accurate, easy to understand, and you delivered on all you promised. (Unlike other pension depts I am dealing with at present!!) Thank you for a great service.”

“The whole process was straightforward to do, with help available when I needed it.”

“The process of drawing my pension down early was really easy. Communication was excellent and the information was clear. Well done!”

“Thank you for the super assistance and guidance you have given. The process has been faultless and reassuring. Excellent service.”

Administration is central to the success of your Defined Benefit scheme

Good administration is crucial for the smooth running of your Defined Benefit scheme.

We tailor our administration service to our clients’ needs – from a simple help desk for your in-house team, to our full service which includes pensioner payroll, accounts production and management of the trustee bank account.

We focus on getting benefit calculations right.  We have rigorous processes to minimise errors, and we check our calculations and we check them again so you can have confidence in our figures.

How can First Actuarial help with Defined Benefit scheme administration?

Supporting your members

We give members clear and comprehensive information that they can understand and rely on. Whether members prefer printed documents, online tools or websites, we’ll give them the right information in a format that suits them.

Trustee accounting

We’ll prepare your trustee report and accounts, and work closely with your appointed auditor to get both signed off in a timely manner. We employ qualified accountants and use specialist software to deliver a smooth-running scheme accounting service.

Managing your trustee bank account

We set up robust systems and controls to manage the trustee bank account safely. We carry out cashflow projections and manage investments and disinvestments so we always have just enough money in the trustee bank account to pay member benefits. This keeps funds invested as long as possible, working hard for the scheme.

Running your pensioner payroll

We can work with your staff on your pensioner payroll, or we can run it for you, making sure pensioners are paid the right amount at the right time.

Why choose First Actuarial?

Our administration services are integrated with our other pension services, making us quick and efficient at everything we do.

We employ skilled staff and our technology is modern and robust, so we’re strangers to the legacy system problems that slow other providers down.

At First Actuarial, the people who answer the phone are the same ones who do the administration work. They’re always at hand to answer your members’ questions. That’s how we build trust with scheme members – this can prove invaluable when they’re faced with important financial decisions.

Both trustees and members notice that we genuinely care about the members and always put them first.

Learn more about our administration services

Download our brochure

Get in touch

Contact our administration leadership team to discuss how our services can help scheme trustees, using this button.


If you’re a scheme member or financial adviser acting for a member, please go to our Contact page for details on how to raise your query.

I had feedback from one past member who had taken early retirement. He called me to say what a wonderful decision we made in appointing First Actuarial. He’d spoken with a member of their administration team, and he’d been really impressed.

– Sara Andrews, former HR Manager, Saffron Building Society

First Actuarial case studies

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