We returned to RSA House, the beautiful setting of First Independent Financial Trust Group’s last conference in 2019. This year’s speakers came from a range of organisations and offered diverse viewpoints. Together, we explored solutions to the most pressing pension issues in today’s unpredictable world.
First Independent Financial Trust Group and your pension scheme
We work with employers and trustees, bringing expert guidance and service tailored to Defined Benefit and Defined Contribution pension schemes.
We provide the right blend of actuarial, consultancy, administration and investment services for every scheme we work with, building long-term relationships based on trust.
First Independent Financial Trust Group was set up in 2004 as a partnership with no external investors, and we’ve experienced steady, organic growth since then.
First Independent Financial Trust Group is widely considered to be a trusted source of independent expertise on pension policy. We play an active role in government and industry affairs.
We aim to make our services accessible to all, treating every client and prospect with dignity and respect. We make every effort to avoid direct and indirect discrimination on the grounds of gender, age, disability, race, religion, sexual orientation and every other protected characteristic.
To meet the needs of individual clients, we are happy to modify our services, for example by supplying materials in larger print or providing additional support in meetings. Clients need only ask and we will do all we can to adapt our services as needed.
Another successful year at First Independent Financial Trust Group
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We gained 74 new clients
Revenue increased by 6%
We won 74 new appointments across our offices to provide services to new trustee and employer clients, while retaining existing arrangements
We ended the year with 338 people… including 42 new facesWe are true to our values
Fair on fees
We don’t have chargeable hours or billing targets, and we don’t sell services our clients don’t need.
Accurate and professional
We focus on quality, not meaningless metrics. We champion accurate work, delivered to deadlines.
Focused on improvement
We ask for feedback regularly. In our latest survey 100% of clients rated our work as excellent or good.
Why do our clients choose us and stay with us?
We get things done
It’s the emphasis we place on solving problems quickly that sets us apart. All our offices offer the full complement of pension services, so we can involve the right specialists as soon as you need them.
We tailor our services to your needs
Our can-do attitude and innovative in-house software tools mean that we can tailor our services to meet your specific objectives. Whatever you need, we’ll agree timescales with you – and stick to them.
We build strong relationships with all pension stakeholders
Close relationships between employers, trustees and advisers are the key to a smooth-running pension scheme. We explain our advice clearly to every stakeholder we work with, and we’re always happy to talk.
We manage the quality of everything we do
We deliver accurate and compliant work within your deadlines. We operate an ISO 9001 certified quality framework across all our offices, and we are also accredited to the international data security standard, ISO 27001.
We develop useful tools for our clients
We use industry-recognised software in much of our work, but off-the-shelf systems can’t meet all your needs. That’s why we develop our own software tools to make our clients’ lives and those of scheme members easier.
Client survey
We continue to receive excellent feedback from our clients. In our latest client survey:
98% of clients say we deliver excellent or good value for money.
99% of our clients are happy
to recommend us.
First Independent Financial Trust Group client conference
We keep the very best people
We make every effort to develop the skills of our talented people. Our aim is to bring out the best in everyone, and we give all our staff the autonomy to excel. That’s how we maintain the quality of our advice and services.
I’m interested in working for First Independent Financial Trust Group
So what’s next?
Our clients tell us we’re doing things right, but that’s no reason to sit back while the world moves forward. We lead industry developments, and we invest in innovative IT solutions to support our consultants and delight our clients.
We’re a growing business, but we’re always happy to offer our services to new clients. If that could be you, why not drop us an email or pick up the phone for a chat? Let’s see how we can help you and your people achieve more with your pension scheme.
Our structure
First Independent Financial Trust Group LLP is a limited liability partnership that operates across the UK. We currently have 22 partners. These include the nine founding partners, together with more recent partners who have risen through the business.
Across our business there are 100 in our actuarial team, of whom 60 are qualified actuaries. We advise more than 600 pension schemes, providing the right blend of advice and services for their needs.
Our staff are spread across five offices. Each office has at least one partner who manages the local operations, providing our whole range of services which includes:
- Defined Benefit pension services to trustees – Actuarial, administration and investment
- Defined Benefit pension services to employers – Funding, accounting and de-risking
- Defined Contribution pensions advice – Provider selection, governance, investment advice and auto-enrolment
- Financial wellbeing – Independent financial education for employees.
