01534 888816

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  • Analysis of existing pension scheme

  • Pension scheme design

  • Cost containment for Defined Benefit schemes

  • Actuarial valuation

  • Calculation of RATS annuity equivalent

  • DB to DC transfer value report

  • Trustee training

  • Member communications

First Actuary is able to undertake a range of projects not included in the services listed below, please contact us to discuss your requirements.

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  • Investment strategy review

  • Statement of Investment Principles

  • Investment performance monitoring

  • Defined contribution investment design

  • Fund or investment manager review

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  • Online surveys using leading survey software

  • Review and improvement of Excel calculation processes

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Most services are offered at a fixed cost, please contact us for a quote.

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First Actuary Limited Registered Number: 113431 Registered Office: De Carteret House, 7 Castle Street, St Helier, JE2 3BT

First Actuary Limited is not in any way connected with the UK firm First Actuarial LLP.  First Actuary Limited does not operate in the UK or for UK pension schemes

 

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All actuarial, pension and investment services available in Jersey and Guernsey.

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De Carteret House

7 Castle Street

St Helier

Jersey

JE2 3BT

 

 

(01534) 888816

 

[email protected]