Investment consultancy for Defined Benefit schemes

Our consultants are able to explain the complexities of investments and give simple clear pragmatic advice. We use in-house software to demonstrate the differences between investment strategies clearly.

We maintain close relationships with fund managers, who keep us informed of new developments.

We’ve invested heavily in our transition support service. Our robust processes – including out-of-market risk management and transition documentation services – make investment strategy changes as smooth and efficient as possible.

Investment strategy changes are complex, and many trustees miss opportunities by failing to react quickly enough.

First Actuarial puts trustees in a position to take advantage of opportunities as they arise. We work with them to define triggers for action, based on their funding strategy and the specific needs of the scheme.

We offer a range of options to meet different objectives and budgets – from simple market-based yield triggers to bespoke funding level monitoring on a daily basis.