Sub-processors
| Company Name | Company Description | Purpose of Sub-processor | Link to site |
|---|---|---|---|
| Adobe Sign | Provider of electronic signatures | May be used for electronic signing of First Actuarial or client document | Link |
| Automated Payment Transfers Ltd | Online setup of BACS payments | Provider of online portal to setup automated payments for processing by BACS | Link |
| BACS Payment Services Ltd | Payment processor | Processing of payments from schemes to members. BACS are a sole data controller | Link |
| Big Web Warehouse | Archive Storage Facility | Offsite storage of client documents | Link |
| Egress Software Technologies Limited | Email scanning and protection | Scanning all email prior to it going into inboxes to check for phishing attempts | Link |
| Equiniti (for Compendia) | Pensions Administration System | Provider of pensions administration system. May occasionally have access to data as part of support package | Link |
| Docmail | Bulk postal mailings | Bulk mailings of items such as Summary Funding Statements and Privacy Notices | Link |
| Dotmailer | Group email provider | Emailing of newsletters, briefings typically from First Actuarial to Clients and interested parties | Link |
| Equiniti | Payment processor | Processing of payments to overseas members | Link |
| Experian | Identify verification | To identify individuals prior to payment of benefits | Link |
| Gem Compliance Consulting | Compliance Auditing | External auditor to check First Actuarial is compliant with legislation and Designated Professional Body Handbook. May occasionally have access to client data to check First Actuarial's compliance | Link |
| HUB Financial Solutions Limited | Annuity broker | Broker for conversion of monetary amounts into pensions | Link |
| Microsoft: Office 365 | Microsoft Office 365 | Cloud provider of services including email, online office documents, Microsoft forms and online file storage | Link |
| Restore | Document management | Scanning of client documents and incoming post. Offsite file storage. Secure shredding of waste paper | Link |
| Rubrik, Inc. | System backups | Provider of secure backup services using Microsoft Azure in the UK. | Link |
| Smartsearch | Anti-money laundering | Search service to check for prevention of money laundering | Link |
| Iris Payroll | Providers of payroll solutions | To provide payroll systems including electronic payslips via an online portal | Link |
| The Tracing Group | Mortality screening and tracing service provider | To screen pension scheme members against deaths register and use appropriate databases to trace members | Link |
| Vyta | Waste disposal | Secure disposal of IT assets using wiping service, onsite shredding, and secure disposal/recycling of old equipment. | Link |
| Western Union (Travelex) | Financial Services firm | Payment of pensioners overseas. Western Union will be the data controller | Link |
| Wasabi Technologies LLC | Cloud Storage | Storage of encrypted copies of backup data | Link |
Last Update: 06 October 2025