Getting started on GMP equalisation – Training for trustees and employers

It’s time to get started on GMP equalisation.

Our efficient process, which simplifies what could be a lengthy and expensive exercise, starts with a short training session. This will give you a clear understanding of GMP equalisation and help you make the right decisions for your scheme.

Our one-hour training session takes place on Wednesday 27 January 2021 at 9.00am.

The training session will help you make the right decisions for your scheme at each step of the GMP equalisation process:

  • Data preparation – We will help to make sure that your data is ready, to avoid any stumbling blocks later in the exercise.
  • Method selection – Trustees need to agree equalisation methods for payments already received and future benefits. Only then can we perform the calculations and correct the benefits.
  • Member communications – We will help you communicate clearly with your members throughout the process.

The training session will be delivered by two of our specialist actuaries and facilitated by First Actuarial partner, Mark Riches. There will be plenty of time for questions at the end. And we will make the recording available after the session if you miss it the first time or want to watch it again at a convenient time.


Available events:
No available appointments at this time, please check again soon.