The personal financial planning working party looks at how actuaries’ skills can be used to improve personal financial planning among individuals.
Key objectives
Our key objectives include:
- Considering how actuaries can acquire the necessary skills to work directly with individuals;
- Reviewing how actuarial skills can be used to support the delivery of financial advice; and
- Drawing on our experience of working with pension scheme trustees and sponsoring employers to contribute to public policy discussions related to personal financial planning.
Planned Outputs
- Respond to FCA consultation GC20/1 by 4 September 2020
- Provide recommendations to the education committee on adding material relevant to advising individuals on personal financial planning in the syllabus for actuarial exams – end of 2020
- Develop a policy statement on how we think actuaries can help individuals with personal financial planning – end of 2020.
Outputs
- From FIA to IFA - The Actuary, December 2020
- Response to GC20 -1 – Advising on pensions transfers
- Pension Consumer Journey: The Pensions Regulator/Financial Conduct Authority Call for Input, July 2021
- Freedom and Choice Public attitudes seven years on (summary report), March 2022
- Response to CP21/32: Improving outcomes in non-workplace pensions, February 2022
Chair | Andrew Kemp |
---|---|
Membership | 8 |
Established | 2020 |
Related documents
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Guidance for Member-Led Research Working Parties
9 November 2017
Contact Details
For more information about Pensions working parties contact the Communities Team.
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