Investment services

Trustees need investment assets with good returns

To meet their liabilities and make the scheme as independent as possible from the employer, trustees need good, long-term returns. But the complexities of investment vehicles, combined with unpredictable markets, mean that trustees need experienced advisers they can rely on.

How can First Actuarial help?

We offer a comprehensive investment service to help our clients with their investment decisions, balancing returns with the risks that individual schemes can afford to run.

Investment strategy review

Helping to set objectives for the short and long term

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Setting up long-term funding targets

Helping trustees meet regulatory expectations

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Environmental, Social and Governance

Assessing investment managers’ ESG credentials

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Investment monitoring

Tracking performance and risk

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Transition management

Managing changes to investment strategy

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Investment research

Basing investment decisions on robust insights

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Fiduciary manager selection

Researching and monitoring fiduciary managers

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Capture funding improvements

Locking in investment gains and funding improvements

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Why choose First Actuarial?

We understand how to deliver clear investment advice in a practical manner. We work with trustee boards, where individual levels of investment experience vary significantly.

Our preference is to deliver advice through meetings and video conferencing rather than lengthy reports. We build strong working relationships with trustees and other advisers. And we are in close contact with fund managers, who keep us informed of new developments.

We have ISO 9001 certification, operating a quality framework which incorporates a strict peer review policy. Our work is independently and internally audited. We also have ISO 27001 certification, with stringent data security policies in place to protect your data.

We use in-house software to demonstrate the differences between investment strategies clearly.

First Actuarial is fully owned by its partners. Our staff do not work to chargeable hour targets and are not incentivised to sell products. Instead, we focus on delivering the services that clients need.

Our investment team is growing steadily and includes consultants with decades of experience. This is a win-win for First Actuarial clients, who receive market-leading consultancy experience for a fair fee.

Learn more about our investment consultancy services

Download our brochure

Get in touch

Get in touch with one of our investment consultants to discuss how we can help you.

Investment briefings

We produce regular briefings to update trends on the latest market developments.

The advice we received was very helpful and the consultant took time to explain it to those for whom investment was not a strong point.

Monitor your scheme investments with First Actuarial’s Client Hub

Download our Client Hub brochure.

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