Putting you at the heart of what we do
First Actuarial helps clients and pension scheme members get the best out of pensions.
We listen carefully to what clients want to achieve and help them to do this – sometimes by challenging conventional thinking. We recruit, develop and retain the talented people needed to give our clients outstanding support.
First Actuarial LLP is a partnership that operates nationally from 7 UK offices. We are 100% owned by our partners and remain genuinely independent.
We don’t believe in chargeable hours or billing targets, or in selling services clients don’t need. We offer fair fees, high-quality advice, and build long-term relationships based on trust. Our VOICE values – Value, Opportunity, Improvement, Courage, Enjoyment – guide everything we do.
We work closely with employers, trustees and employees in the HE sector. Which makes us uniquely placed to understand pensions issues from all angles.
And we’ll use this unique understanding to provide you with clear, pragmatic and practical advice.
Our experts across actuarial, administration, investment and governance services can help with a range of issues, including:
- Self-administered trust schemes: We work alongside trustee boards and university management to provide clear, expert advice on scheme administration, funding and investment strategies, benefit design, de-risking opportunities, and pension cost accounting.
- Multi-employer schemes: We know the sector’s multi-employer schemes (LGPS, USS, TPS, SAUL) inside out. We can help you understand your obligations, manage your risks, and identify your opportunities.
- Employee benefits: We can help you shape a benefits package that works for your organisation and your people, from pensions (both DB and DC) to group protection and healthcare benefits. Our financial wellbeing team is on hand to help your employees understand and value what’s on offer.
- Investment consultancy: Our clear, expert investment advice isn’t limited to pensions – we can give the advice you need to make sure your endowments are meeting your objectives.
First Actuarial is proud to work with the HE sector, and help institutions and trustee boards set a pension strategy that delivers sustainability.
John Ingoe, Associate Partner and Head of Employer Actuarial Services
John.ingoe@firstactuarial.co.uk
Dale Walmsley, Partner and Head of Public Service Pensions
dale.walmsley@firstactuarial.co.uk
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