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Conflicts of Interest Working Party (2013). Conflicts of interest case studies and questions. Edinburgh: Institute and Faculty of Actuaries

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Conflicts of Interest Working Party
Publication date:
05 June 2013
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These case studies and discussion questions formed the basis of the conflicts of interest interactive sessions which the IFoA's Conflicts of Interest Working Party presented at across the UK, Northern Ireland and the Channel Islands from November 2012 to May 2013.  The videos discussing the case studies can be found here.

The IFoA has produced a suite of material to assist members in assessing and managing conflicts of interest which may arise in their working lives.

 The IFoA is conscious of the fact that conflicts of interest can be a difficult area.  Accordingly, we have produced some non-mandatory resource material directed specifically at conflicts of interest to assist members with this ethical issue.  This material can be found below.  Members are also encouraged to contact the Professional Support Service if you have queries about conflicts of interest.

 

Non-Mandatory Resource Material

A collection of the completed regulatory consultations and discussion papers produced by the IFoA can be found on this page.

Completed consultations and discussion papers

Topic Date Supporting documents

Actuaries' Code

  March 2013

Life APSs

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Commercial Allocation of income and profit

Author:
Steve Graham
Source:
Life Taxation Workshop 2013
Publication date:
13 June 2013
File:
PDF 358.55 KB
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Quarterly China Members Event: Risk, Capital and Return, Beijing

26 June 2013 15:00 to 17:00

The event will take place in Beijing and Shanghai simultaneously between 15.00 - 17.00.  A video conference facility will be in place in Shanghai.

Programme:

Overview of the China Risk Oriented Solvency System

Speaker: Cynthia Yuan, China Reinsurance

ALM: accounting view or economic view?

Speaker: Ellen Yang, PwC

CPD:
1.50 hours
Organiser
Events Team
Location
PricewaterhouseCoopers Beijing
7 Dongsanhuan Zhong Road, 26F Office Tower A, Beijing Fortune Plaza
Chaoyang District, Beijing 100020
See map: Google Maps
Email
eventmanagement@actuaries.org.uk
Book now

Unfortunately, we are unable to provide a map view currently. You may wish to search on Google Maps for the location instead.

Quarterly China Members Event: Risk, Capital and Return, Shanghai

26 June 2013 15:00 to 17:00

The event will take place in Beijing and Shanghai simultaneously between 15.00 - 17.00.  A video conference facility will be in place in Shanghai.

Programme:

Overview of the China Risk Oriented Solvency System

Speaker: Cynthia Yuan, China Reinsurance

ALM: accounting view or economic view?

Speaker: Ellen Yang, PwC

This session should be of interest to general insurance and life actuaries based in Beijing or Shanghai.

Please note there are limited spaces available.

CPD:
1.50 hours
Organiser
Events Team
Location
PricewaterhouseCoopers
2 Corporate Avenue, 202 Hu Bin Road, 11F PricewaterhouseCoopers Centre
Huangpu District, Shan 200021
See map: Google Maps
Email
eventmanagment@actuaries.org.uk
Book now

Unfortunately, we are unable to provide a map view currently. You may wish to search on Google Maps for the location instead.

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Tax modelling and planning

Source:
Matthew Little
Publication date:
13 June 2013
File:
PDF 828.69 KB
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Matters of current interest: Tax impact on ICA+/Solvency II, Embedded Value and other topics

Author:
Mike Allen
Source:
Life Taxation Workshop 2013
Publication date:
15 May 2013
File:
PDF 437.89 KB
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CMI update

Author:
Gordon Sharp
Publication date:
15 May 2013
File:
PDF 1.1 MB
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An overview of the CMI's recent work, given to the Bristol Actuarial Society in May 2013

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Shareholder Tax Calculation

Author:
Alex Stewart
Source:
Life Taxation Workshop 2013
Publication date:
13 June 2013
File:
PDF 942.2 KB
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