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 |
| Origo Secure Internet Services Limited | Pension Dashboards integrated service provider (ISP) | Provides the link between the scheme and the pension dashboards. First Actuarial provides the ISP information on member benefits. The ISP will manage the security and technical protocols to provide the scheme data to pension dashboards. | 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: 04 May 2026