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Paper and presentation archive 2005

The future of retirement

Actuaries and the law half-day seminar 2005

How to manage your risks including conflicts, limitations of liability and status of professional guidance (Handout)

Actuaries and the law half-day seminar, 13 September 2005

Whistle-blowing and notifiable events (handouts)
Moral hazard
Whistle-blowing and notifiable events
Moral hazard (handouts)
Whistle-blowing and notifiable events

Ageing Population Conference 2005

In sickness and in health? Dynamics of health and cohabitation among older people (handouts)
Policies for drawing down retirement saving in New Zealand: implications for the ageing of the population (handouts)
Reinventing annuities. Options for distribution (handouts)
Can assets or bequests fill the pensions gap? (handouts)
Economic and demographic choices facing the long-term viability of the UK basic state pension (hanouts)
In sickness and in health? Dynamics of health and cohabitation among older people
In sickness and in health? Dynamics of health and cohabitation among older people
The pensions quagmire
Resources and attitudes in ageing societies
Economics and finance (handouts)
The pensions quagmire (handouts)
In sickness and in health? Dynamics of health and cohabitation among older people
The future of retirement in a world of rising life expectations
The future of retirement (handouts)

Client Care for Consulting Actuaries seminar 2005

Conflicts of interest (handouts)
Zen and the art of actuarial consulting (handouts)
Client relationship skills. Contributing to your success (speaker's notes)
Conflicts of interest
Client relationship skills. Contributing to your success

CMI Workshops on New Projection Methodologies and Software, September 2005

Mortality projections associated with the 00 series tables

Conflicts and Confidentiality seminar 2005

Conflicts from a legal perspective (handouts)
Conflicts from a legal perspective (handouts)

Current issues in critical illness seminar, 7 December 2005

Treating customers fairly and critical illness (handouts)
Treating customers fairly and critical illness (handouts)
Treating customers fairly - a consumer's view (handouts)
Treating customers fairly and critical illness (handouts)
Evolution of critical illness (handouts)
Treating customers fairly and critical illness (handouts)
Treating customers fairly and critical illness (handouts)

Current Issues in General Insurance Seminar 2005

Franchise Performance Directorate (handouts)
Current Issues in General Insurance: Chairman's introduction (handouts)
Industrial diseases (handouts)
Industrial diseases (handouts)
Industrial diseases (handouts)
Industrial diseases (handouts)

Current Issues in General Insurance seminar 2005

Current issues in Ireland (handouts)
Update from the FSA (handouts)
The implications of Spitzer (handouts)

Current Issues in Investment for Pensions Actuaries seminar 2005

DC schemes: stochastic modelling for financial planning (handouts)

Current Issues in Life Assurance seminar 2005

Treating customers fairly - a regulator's view of current issues (handouts)
The role of advisors: feedback from the big four (handouts)
The role of advisors: feedback from the big four (handouts)
Treating with-profits policyholders fairly (handouts)
Realistic balance sheet management actions (handouts)
Treating with profits policyholders fairly. A Life Office perspective (handouts)
Individual capital assessment reviews: FSA observations (handouts)

Current Issues in Life Assurance seminar, September 2005

Update on the 00 Series

Current Issues in Life Assurance seminar, September 2006

Solvency II: Quantitative Impact Study II

Current Issues in Pensions seminar, Autumn 2005

Closed pension schemes (handouts)
Current issues for trustees (handouts)
Closed pension schemes (handouts)
Current Issues for Trustees (handouts)
Current issues for trustees (handouts)
The Pensions Regulator. Scheme funding (handouts)
Transfer values - just another option?
Plan design: Post-simplification plan design flexibility (handouts)
Transfer values - just another option? (handouts)
Plan design: Post-simplification plan design flexibility (handouts)
The Pensions Regulator. Scheme funding (handouts)

Current Issues in Pensions seminar, Spring 2005

Pensions: Current legal issues (handouts)

Damages working party conference

Periodical payments. A defendant's lawyer's perspective.
How to allow for future inflation and mortality in determining lump sum awards.

Damages working party conference 2005

Periodical payments: a look at the new rules (Handout)
Periodical payment orders. Claimant lawyer's view.
How to allow for future inflation and mortality in determining lump sum awards.

Damages working party conference, 2005.

Periodical payments. A lawyer's perspective.
The financial impact of periodic payments and the challenges of indemnity awards.

Empirical Pension Economics and Finance seminar, 15 June 2005

What determines funding and asset allocation decisions in private pension funds: evidence from the United States (handouts)
Economics of pension take-up: theory and evidence for the UK (handouts)
Economics of pension take-up: theory and evidence for the UK

Finance and Investment Conference 2005

Hedge funds
Funding and asset allocation strategies - why firms and trustees behave as they do
Modelling dependencies: an overview
The value of intergenerational transfers within funded pension schemes
Derivative prices and market behaviour (handouts)
Liability driven benchmarks for UK defined benefit pension schemes
Stochastic volatility models: considerations for the lay actuary
The risk ridge
To hedge or not?

General Insurance Convention 2005

Solvency II (handouts)
The application of strategic models to non-life insurance markets
An operational review of claims reserves
DIY dependence tools or The virtues of mixing
Professional Guidance. Update from the General Insurance GN Working Party (Handout)
Gulf of Mexico offshore energy (handouts)
Part VII transfers (handouts)
GN33: Actuarial reporting for Lloyd's syndicates writing US business. Audit trail GN33 V3.0 to draft V1
Periodical payments and the Courts Act (handouts)
The world post ICA (handouts)
IFRS 4 - Disclosure requirements
Focusing the effort on improving the accuracy of reserving
The regulation of non life insurance - quo vadis (handouts)
ICA Guidance Note Working Party. Who are we? (Handout)
Update from the General Insurance Board (handouts)
Capital Allocation and Risk Measures in Practice [slides]
Aviation Products Pricing Working Party paper
International Financial Reporting Standards (IFRS) and Actuaries (handouts)
Actuarial opinion survey 2003. The final results. Actuarial opinion survey 2004. Interim results
US asbestos: survival of the fittest?
Update from the General Insurance Board (handouts)
Update from the General Insurance Board [handouts]
A maths toolkit for actuaries. Part II
International Financial Reporting Standards (IFRS) and Actuaries (handouts)
Operational risk management frameworks and methodologies (handouts)
Living your ICA - the experience of BUPA's general insurer
Focusing the effort on improving the accuracy of reserving [slides]
Accounting battles (handouts)
GNPP: General Insurance Principles and Practice (G.PP1). Proposed pre-Exposure Draft Guidance Note Version 0.12
International Financial Reporting Standards (IFRS) and Actuaries (handouts)
The application of strategic models to non-life insurance markets (handouts)
The application of strategic models to non-life insurance markets
Periodical payments and the Courts Act [handouts]
DIY dependence tools or The virtues of mixing [slides]
A maths toolkit for actuaries - Workshop D12 (handouts)
A maths toolkit for actuaries. Part I
Parameter uncertainty and capital modelling (handouts)
Impacts of climate change on financial institutions' medium to long term assets and liabilities
Market-consistent embedded value for general insurers (handouts)
Claims inflation - uses and abuses
Revenue management and insurance cycle
Lloyd's issues [slides]
Insurance capital as a shared asset - theory and practice (Handout)
Underwriting or actuarial pricing, you decide? (Handout)
Believe in your ICA (Handout)
Solvency II [slides]
Financial risks of climate change (Handout)
Irish issues 2005 (slides)
Claims inflation - The Scarlet Pimpernel of actuarial work (Handout)
Accounting and solvency developments - what you need to be worried about! (Handout)
Capital allocation and risk measures in practice (Slides)
Information and entropy. From Black Holes to Black Scholes (Handout)
Update from the maths toolkit for actuaries' working party (Slides)
Credit risk (Handout)
Sources of uncertainty and their impact (Slides)
The application of strategic theories to non-life insurance markets (Slides)
Update from the General Insurance Board
GN12: General Insurance Business: Actuarial Reports. Pre-Exposure Draft Guidance Note Version 0.12
Back of the envelope ICA (slides)
Transfer pricing of reinsurance
Reserving risk and the impact on the mean [slides]
Sharpening up an insurer's balance sheet. How the actuary can help [slides]
Estimating reserving uncertainty
Hurricane Katrina (slides)
The Actuarial Profession Strategy Review (slides)
Periodic payments and the Courts Act
GRIT (slides)

Healthcare Conference 2005

Operational risk. A practical approach
Insurable cancers. A PMI perspective (handouts)
Group Income Protection (IP) and Critical Illness (CI): A market overview
Which cancers should insurers cover? The consumers' perspective (handouts)
The cost of IFA regulation (handouts)
CMI IP experience: A user's perspective (handouts)
Sales regulation for healthcare business
The path to inactivity: What it is and what we can do about it? (handouts)
Past and future trends in contraction and diagnosis of serious illness (handouts)
Demand for tailor made LTC insurance. Preliminary research findings
Which cancers should insurers cover? Critical Illness perspective
Which cancers should insurers cover? The consumers' perspective
How much capital is needed to support critical illness business
Reserving for guarantees in income protection (slides)
Insurable cancers. A PMI perspective
How much capital is needed to support critical illness business (handouts)
Life on the line
IP trends and cause of disability
Critical illness experience
CMI IP experience: A user's perspective (handouts)
The path to inactivity: What it is and what we can do about it? (handouts)
The cost of IFA regulation (slides)
Investigation of the influence of socio-economic status on morbidity status for dread and chronic diseases (slides)
How much capital is needed to support critical illness business (handouts)
Age-related Private Medical Insurance - a product past its sell by date?
Past and future trends in contraction and diagnosis of serious illness
Insurable cancers. A PMI perspective (handouts)
How much capital is needed to support critical illness business (handouts)
How much capital is needed to support critical illness business (handouts)
How much capital is needed to support critical illness business (handouts)

Healthcare Conference 2005. Using our resources wisely

Life on the line
Reserving for guarantees in income protection and critical illness

Healthcare Conference 2006. Are we getting better?

The Regulator's view on life assurance ICAs to date

Highlights of the 2004 Life Convention seminar

Business implications of the new capital framework
Keynote speech of Lord Penrose and actuarial reforms from a legal standpoint

Life Convention 2005

Changes to the FSA returns (handouts)
UK protection market: distribution, consumers, products & providers (handouts)
Using MCEV to manage the business (handouts)
Reserving for guarantees in income protection and critical illness (handouts)
Reserving for guarantees in income protection and critical illness (handouts)
Early warning signals from critical illness claims data (Handout)

Non-executive directors seminar, 18 October 2005

Operational risk (handouts)

Operational risk seminar, 6 December 2005

Getting to grips with operational risk (slides)
Practical modelling of operational risk (slides)
Implementing an operational risk framework (handouts)

Pension scheme wind-ups seminar, November/December 2005

Interacting with the Pension Protection Fund. Managing the assessment period (handouts)
Interacting with the Pension Protection Fund. Managing the assessment period (handouts)
Mechanics of buying out pension liabilities (handouts)
Interacting with the Pension Protection Fund. Managing the assessment period (handouts)
Making progress and dealing with uncertainty (handouts)
Interacting with the Pension Protection Fund. Managing the assessment period (handouts)

Pensions Convention 2005

Annuity pricing (handouts)
Current issues in longevity. Hot topics from the CMI (handouts)
The EU Pensions Directive: have you thought about the implications? (handouts)
Benefit communications - defined contribution (DC) and beyond
Current issues in longevity. Hot topics from the CMI (handouts)
Defined contribution (DC) investment issues (handout)
The Profession 2005 and beyond (handout)
All that glistens is not gold (handout)
Risk management for pension schemes (handout)
Trusteeship under the spotlight: an independent's view (handout)
IAS19: Jumping the GAAP (handout)
Individual transfer values
Mission impossible: accounting for employee share options (handout)
Pre-Pension Protection Fund (PPF) wind-ups: practicalities and processes (handout)
Fund managers are from Mars, Consultants are from Venus - a Martian's view (handout)
Age discrimination in pension schemes (handout)
Finance Act 2004: Pensions issues for senior executives (handout)
CMI - Mortality projections. Issues and questions (handout)
Financing the deficit (handout)
Response from the Pensions Board (handout)
Trustees Knowledge and Understanding (TKU). How can Trustees - Keep Up!? (handout)
Recent developments in bond investment (handout)
Accounting standards - recent developments (handout)
Finance Act 2004: Looking after the ordinary member (handout)
The pensions landscape (handout)
The economics of pension scheme design (handout)
Lessons from overseas (handout)
Pensions in corporate transactions (handout)
Caveated advice or leadership by recommendation: treading the thin line (handout)
Alternative investments (handout)
Winding up and the impact of new legislation (handout)
Update on Myners (handout)
Cleansing the soul - a few investment myths exposed (handout)
The top ten papers every scheme actuary should know 2005 (handout)
Monitoring scheme actuaries (handout)
Setting valuation bases: putting the latest thinking into practice (handout)
Insured and other small defined benefit (DB) schemes - are they different? (handout)
Understanding the strength of the employer covenant (handout)

Strategic management of risk seminar, 23 November 2005

Strategic approach to risk management (handouts)
Strategic approach to risk management (handouts)
Enterprise risk management - a structure for managing risks (handouts)
STRATrisk: Thinking it differently (handouts)
STRATrisk: Thinking it differently (handouts)

The sponsor covenant and actuarial advice seminar, 1 December 2005

Assessing the sponsor covenant (slides)
Independent employer covenant reviews. Providing trustees with an assessment on the strength of the employer (handouts)
Actions trustees can take: the three Rs - recognise, react, resolve (slides)
Incorporating sponsor covenant risk into actuarial advice (handouts)
Independent employer covenant reviews. Providing trustees with an assessment on the strength of the employer (slides)
Assessing the sponsor covenant (handouts)
Incorporating sponsor covenant risk into actuarial advice (slides)

Treating customers fairly seminar, 2 November 2005

Death of a mis-salesman. Preventing future mis-selling (handouts)
The provider distibutor relationship under TCF. Friends for ever? (Handouts)
TCF through the life time of the product (handouts)
TCF through the life time of the product (handouts)
Institute Life TCF Working Party (handouts)

Younger Members Convention 2005

Copulation - are actuaries up to it? (handouts)

Younger Members' Convention 2005

Liability driven investment competition
Funding defined benefit pension schemes (Handout)
Estimating and communicating reserving uncertainty (Handout)
Pension scheme compromises in corporate restructuring (Handout)
Added value services in health and protection (Handout)
Coming to terms with reality (Handout)
Actuaries as leaders (Handout)