First Actuarial and Mobius Life are holding a breakfast seminar on Tuesday 30 September 2025 from 8.30am until 10.00am. It will be held at First Actuarial’s office in central London.

Designed for employers and trustees, this event offers practical insights to strengthen your DC investment strategy and improve member outcomes.

What you’ll gain:

• DC Peer Group Report: A closer look at how the UK's leading DC providers compare – including key insights into Lifestyling strategies across growth and decumulation phases, ESG and stewardship scores, and investment performance.
• Private Markets: How to effectively incorporate private markets into wider DC investment strategies.
• Decumulation: What makes an optimal post-retirement investment strategy?

In our 45-minute webinar, on Tuesday 30 September 2025 at 2.00pm our housing pension specialists will explore the most talked-about pension topics in the sector.

The webinar will cover:

• The latest SHPS news – Including the DC transition and this autumn’s legal case
• Impact of recent government policies on pension investments
• Key findings from our 2025 FRS 102 Survey
• What a well-rounded and effective employee benefits package looks like
• 2025 LGPS actuarial valuation – How to influence the outcome.

Our specialist presenters are known for their in-depth expertise and leading insights into the sector’s pension issues.

There will be time for Q&A.

We’re running a webinar to discuss big pension challenges in the education sector as the financial year-end approaches for most education institutes.

This 45-minute webinar, Pensions in education – Navigating the year-end and beyond, will take place on Tuesday 12 August 2025 at 10am.

First Actuarial’s John Ingoe will be joined by Mandy Kaur-Sadler from Vidett and Sadie Goodrum from Bevan Brittan. Together, they will offer actuarial, trustee and legal views on:

• Financial market and demographic shifts over the last 12 months
• Latest developments in the sector’s main multi-employer schemes
• Considerations and challenges for scheme trustees and sponsors as their self-administered trust (SAT) scheme nears its first valuation under the new funding code

There will be time for Q&A.

By signing up, you agree to sharing your contact details with Vidett and Bevan Brittan. If you object to this, please email us at webinars@firstactuarial.co.uk.

Keen to employ the best people, UK employers are competing to offer attractive employee benefits. Group protection policies add real value to reward and employee wellbeing strategies.

In a one-hour webinar, which takes place on Thursday 20 February 2025 at 10.00am, our employee benefit consultants will take you through the basics of group protection, discussing:

• What life assurance, income protection and critical illness schemes provide and how they work
• Wellbeing support and services your employees can enjoy free of charge as part of their group protection cover
• What help is available to UK employers.

Speakers are Lee French, Suzie Nedza and Tarquin Taylor from First Actuarial’s employee benefits team.

There will be time for Q&A.

Do you know your statement of strategy from your statement of funding principles, or your schedule of contributions from your recovery plan?

This 45-minute webinar takes place on Thursday 22 May 2025 at 10am. It’s aimed at charity trustees and managers who need a good understanding of Defined Benefit (DB) scheme funding. We’re running it in collaboration with the Charities Pensions Club.

In the webinar, our pension specialists will answer key questions such as:

• Who runs your DB scheme?
• What are your responsibilities as a DB scheme sponsor?
• How does the actuarial valuation process work, and what needs to be agreed?
• What is changing because of the new funding code?

There will be time for Q&A.

Another financial year, another significant increase in bond yields. On the surface, this is good news for your balance sheet but as always, the devil is in the detail.

This 45-minute webinar takes place on Thursday 10 April 2025 at 10am. It’s aimed at employers with a 31 March year-end.

In the webinar, our pension cost accounting specialists will discuss:

• Financial market developments over the past 12 months and what they mean for your balance sheet
• Options for DB schemes with an accounting valuation surplus
• Scope for flexibility when setting your assumptions at year-end
• What auditors are talking about this year (including the latest news on the Virgin Media and TPT legal cases).

In this 45-minute webinar, which takes place on Monday 31 March 2025 at 11.00am, we’ll give housing associations a head start on the key pension issues of 2025. These will include sector-wide pension issues as well as LGPS-specific ones.

Our housing pension specialists will update you on:

• The outlook for the 2025 LGPS actuarial valuation
• Opportunities to engage and influence the valuation outcome
• Latest SHPS news, including the legal case and DC transition
• How to mitigate employer NI contribution rises with salary sacrifice
• How to improve staff recruitment and wellbeing with group protection benefits.

Speakers will include Dale Walmsley and Neal Thompson.

There will be time for Q&A.