Information and Assistance Notes (IANs) and Non-Mandatory Resource Material

We produce Information and Assistance Notes (IANs) and other non-mandatory resource material which are intended to provide guidance for our members.

Directory of Information and Assistance Notes

Information and Assistance Notes (IANs) are provided for all our members, including those who may not have any specialised knowledge in the relevant area. It is not mandatory for members to have regard to an IAN.

 

Information and Assistance Notes

Professional Regulation Executive Committee

The actuary and activities regulated under FSMA 2000

Version 1.0

Professional Regulation Executive Committee

The actuary as an expert witness

Version 2.0

 

Non-Mandatory Resource Material

We also produce non-mandatory resource material for our members in particular areas.  These documents are intended to be a helpful source of guidance but it is not compulsory for members to have regard to this material.

 

Author Title
Professional Regulation Executive Committee

Constitutional Framework

Regulatory Framework

Professional Regulation Executive Committee

The Standards Decision Tree

Professional Regulation Executive Committee

Whistleblowing: A guide for actuaries 

Whistleblowing: A guide for employers of actuaries 

Professsional Regulation Executive Committee

 

Conflicts of interest: A guide for actuaries v1.1

Conflicts of interest and actuaries: A note for pension scheme trustees v1.1

Conflicts of interest: A guide for employers of actuaries v1.0

Conflicts of Interest: Question Bank v1.0

Article in The Actuary on Conflicts

General Counsel Division

Memoranda of Understanding: Working with our co-regulators

Finance and Investment Practice Executive Committee

Information Bulletin - The Risks of Derivative Exposures  (published 8 May 2012)

General Counsel Division

Data Controller Responsibilities: A Guide for actuaries and firms dealing with personal data

 

Page updated: 8 October 2013