Professional Standards Directory

Professional Standards Directory

Under the terms of the Memorandum of Understanding between the Actuarial Profession and the Financial Reporting Council, dated 17 May 2006, the Board for Actuarial Standards is responsible for the setting of technical actuarial standards.

The Profession retained responsibility for the setting and maintenance of ethical standards which are known as Actuarial Profession Standards (APSs).  You can access the current versions of the APSs which include the new Actuarial Profession Standards, extant Actuarial Profession Guidance Notes (GNs) and the current BAS standards through the links on this page. Please be aware that each body is responsible for the content on its own website.

 

BAS Standards

You can access the current BAS Standards on the BAS's website here.

You can also access various FAQs on the BAS Standards which the BAS have prepared here.


Actuarial Profession Standards

The Actuaries' Code

The Actuaries' Code

Version 1.0 (effective 01.10.09)


APS D1

Investment related business activities for authorised professional firms

Version 1.0 (effective 01.12.09)


APS G2

Actuarial reporting for Lloyd's syndicates writing US business

Version 1.0 (effective 15.12.10)

 

APS L1

Duties and responsibilities of life assurance actuaries

Version 1.0 (effective 01.10.11) 

 

APS L2

The Financial Services and Markets Act 2000 (Communications by Actuaries) Regulations 2003

Version 1.0 (effective 01.10.11)

 

APS P1

Duties and responsibilities of pensions actuaries

Version 1.0 (effective 01.04.11)

 

APS P2

Compliance review: Pensions

Version 1.0(effective 01.04.11)

 

GN5

The prudential supervision outside the UK of long-term insurance business

Version 3.0 (effective 01.09.03)

Version 3.1 (effective 01.12.07)

 

GN27

Retirement benefit schemes - minimum funding requirement

Version 2.1 (effective 13.01.03)

 

GN30

Compensation for professional shortcomings
Version 1.0 (effective 01.09.97)

 

 

Archived APSs

GN29

Occupational pension schemes - advisers to the trustees

Version 6.0 (effective 06.04.05)

Version 7.0 (effective 01.04.07)

Version 7.1 (effective 31.03.08)

Withdrawn 31.03.2011


GN37

The Financial Services and Markets Act 2000 (Communications by Actuaries) Regulations 2003

Version 2.0 (effective 01.02.06)

 

GN39

General responsibilities of and relationships between actuarial function holders, with-profits actuaries, appropriate actuaries, and reviewing actuaries, of UK life insurance firms and friendly societies

Version 1.0 (effective 31.12.04)

Version 1.1 (effective 31.12.04)

Version 2.0 (effective 01.02.06)

Version 2.1 (effective 01.02.06)

Adopted by BAS on 19.05.06. Re-adopted by the Actuarial Profession on 01.12.08

 

GN42

The reviewing actuary

Version 1.0 (effective 31.12.04)

Adopted by BAS on 19.05.06 

Version 2.0 (effective 01.06.06)

Re-adopted by the Actuarial Profession on 01.12.08

Version 2.1 (effective 01.12.08)

 

GN48

Compliance review: pensions

Version 1.0 (effective 31.12.04)

Version 2.0 (effective 01.01.07)

Version 2.1 (effective 01.02.10)

 

GN51

Retirement benefit schemes - modification of subsisting rights without consent

Version 1.0 (effective 06.04.06)

Version 1.1 (effective 06.11.06)

Version 1.2 (effective 01.12.08)

Withdrawn 31.03.2011


 

Exposure Drafts

There are currently no exposure drafts.

 

Advance copies:

There are no advance copies.

Additional material:

  • Due Process for approving Guidance Notes
    Version 4.2 (effective 03 October 2005) 
  • Due process for responding to proposals from the IAA for International Actuarial Standards of Practice (IASPs)
    Version 1.0
    (effective 01 January 2007)

 

Page updated: 1 October 2011