Communication services

Pensions come with their own specialist language, complex regulations and documents

Pensions are complicated, and it can be hard for members to understand their benefits and the choices involved.

Trustees have a duty to look after their members and make sure that they’re in a position to make informed decisions.

Pensions are also one of the biggest costs for employers. For employers to get full value from their investment in pensions, it’s essential that everyone understands the benefits.

So explaining pension benefits clearly is in the interests of members, trustees and employers alike.

How can First Actuarial help?

First Actuarial provides clear, understandable information to members, in our day-to-day administration work or as part of an exercise to improve understanding among members.

We run simple communication projects that include:

  • Scheme websites
  • Online benefit calculators or modellers
  • Total reward statements
  • Scheme booklets
  • Newsletters.

We also offer an independent financial education service, working with clients to improve staff wellbeing, with a combination of one-to-one sessions, presentations, webinars and online or mobile tools.

Day-to-day work with members

We give members clear information that they can understand. Our administrators are happy to spend time on the phone with members explaining their options and making sure they understand the information we’ve provided.

We have developed new tools, such as our online firstselect software, which cut through jargon and explain to members exactly what they need to do to start to receive their pension.

Scheme websites

We can give members and trustees access to a simple website where they’ll find all the information they need about their scheme.


Members can access:

  • Booklets
  • Announcements
  • Newsletters
  • Personal data
  • Benefit modellers
  • Quotations issued by the pension department.


Trustees can access:

  • Trust deeds and rules
  • Meeting packs and minutes
  • Key actuarial and legal advice
  • Administration reports
  • Specialist software tools and customised scheme information on our Client Hub.

In short, our websites provide secure access to all the information that members or trustees will need.

Benefit modellers

Modellers can play a powerful role in helping people understand their benefits, helping them understand their options and promoting better decision-making at retirement.

We can produce a bespoke benefit modeller for your scheme. This will give members immediate answers to what-if questions, and help them focus on the decisions that matter.

A benefit modeller will support your members, while improving perceptions of your scheme.

Why choose First Actuarial?

We have developed a strong culture of clear communication, and our staff are skilled at simplifying complex issues with trustees, employers and members. We all go out of our way to make sure members understand our guidance and information.

Our groundbreaking financial wellbeing service has been honed through large-scale projects with FTSE 100 clients. We bring that expertise to large and small clients cost-effectively, and we have transferred those skills across our teams.

Clients and members tell us we explain things well.

Get in touch

Get in touch with us to discuss how we can help you

The tone of the webinar was set at exactly the right level, and everything was explained in plain English. It’s the best communication I’ve seen for a long time. All in all, it was an excellent presentation. Thanks, First Actuarial, for sharing such valuable information.

– Wendy Round, UK Compensation and Benefits Manager, Innovia Films

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