Financial wellbeing briefings
Our briefings provide employers with regular updates on pensions, savings and debt issues to help improve financial awareness in your workplace.
2023CloseFinancial wellbeing briefing, April 2023
On Wednesday 15 March 2023, the Chancellor of the Exchequer, Jeremy Hunt, delivered the Spring Budget. As ever, there was a lot in the statement that will have a direct impact on the finances of working people. In this briefing, we summarise key details that you may want to cascade…Read more
2019OpenFinancial wellbeing briefing, March 2019
Financial Wellbeing (FW) or Independent Financial Education (IFE) is a hot topic so you may well have heard about it, but what is FW exactly, and why might you and your employees need it?Read more
First Actuarial case studies
The Kennel Club
First Actuarial's actuarial valuation placed a sensible value on liabilities and removed the risk of unaffordable employer contributions.Read More...
First Actuarial helped RSPB wind up its DB scheme and select a DC provider with strong ethical values to meet all employees’ concerns.Read More...
Care services company Bolton Cares turned to First Actuarial to help set up a competitive and affordable DC pension scheme for its staff.Read More...