Document library
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- Author:
- IFoA
Task and Person Specification – Finance and Investment Board - Deputy Chair
This document contains the details of the Task and Person Specification for the volunteer role of Deputy Chair of the IFoA's Finance and Investment Board. Deputy Chair – Finance and Investment Board (formerly PEC) The Institute of Faculty of Actuaries, ... read more >>
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- Author:
- IFoA
Finance and Investment Board - Terms of Reference
This document sets out the terms of reference for the Finance and Investment Board. Finance and Investment Board Terms of Reference Overall Board Objective: To be a source of expertise within the profession on matters relating to the finance and ... read more >>
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Scottish Independence: some questions from the Institute and Faculty of Actuaries
Scottish Independence: some questions from the Institute and Faculty of Actuaries This document sets out questions from the Institute and Faculty of Actuaries on the subject of the referendum on Scottish Independence to be held in September 2014. ... read more >>
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- Author:
- International Actuarial Association
Note on enterprise risk management (ERM) for capital and solvency purposes in the insurance industry
This Note has been developed by the IAA for insurers to support the Standards and Guidance materials developed by the International Association of Insurance Supervisors (IAIS) for supervisors. It draws on industry experience, supervisors’ supervisory ... read more >>
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- Author:
- Professional Regulation Executive Committee
Professional Regulation Executive Committee (2012). Conflicts of Interest: A Note for Pension Scheme Trustees. Edinburgh: Institute and Faculty of Actuaries version 1.1
This Note for Pension Scheme Trustees is designed to assist actuaries in explaining to trustee boards the professional obligations which fall on them. Additionally, it is to assist trustee boards in exploring with their actuary the kinds of conflicts ... read more >>
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- Author:
- Professional Regulation Executive Committee
Professional Regulation Executive Committee (2012). Conflicts of Interest: A Guide for Actuaries. Edinburgh: Institute and Faculty of Actuaries version 1.1
This Guide for Actuaries is designed to assist actuaries in all practice areas to think about, identify and manage conflicts of interest which they may face in their working lives. This version is version 1.1 which was in November 2012 and is ... read more >>
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Finance and Investment Education, Research and CPD Terms of Reference
Finance and Investment Education, Continuing Professional Development and Research Subcommittee Terms of Reference Education: Working with the Education Board, via staff actuary, on developments in the practice area which impact on the examinations ... read more >>
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- Author:
- Institute and Faculty of Actuaries
Practice Executive Committee's end of session report 2012/2013
This is the first report specifically designed to showcase the valuable output the Practice Executive Committees (PECs) and Sub committees contribute to the work of the Institute and Faculty of Actuaries. It sets out some of the key outputs and ... read more >>
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- Author:
- Mark Sansom; Martin McElwee
- Source:
- Practical guidance for volunteers - on issues relating to competition law
Practical guidance for volunteers - on issues relating to competition law
Freshfields Bruckhaus Deringer LLP Keeping within the boundaries of competition law Mark Sansom & Martin McElwee August 2013 1 What areas are we going to discuss? 1 Why does competition law compliance matter? Risks for the IFoA and its ... read more >>
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- Author:
- G Moore
Pension Scheme Investing, the role of derivatives
09/07/2013 1 Pension Scheme Investing: The role of derivatives Gwion Moore Client Strategies and Research Russell Investments 09 July 2013 Derivatives and portfolio construction • Many derivatives can be though of as borrowing cash to buy ... read more >>
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- Author:
- C Perry
The Trustee Perspective
09/07/2013 1 The trustee perspective Carol Perry Director Independent Trustee Services Ltd 09 July 2013 Introduction Career in pensions Appointed as a Director of Independent Trustee Services Limited in July 2006 Director ... read more >>
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- Author:
- S Richards; G McAusland
Derivatives: a practical guide for users
Derivatives: a practical guide for users Simon Richards (Insight Investment) Graeme McAusland (Foresters) 8 July 2013 Colour palette for PowerPoint presentations Dark blue R17 G52 B88 Gold R217 G171 B22 Mid blue R64 G150 B184 ... read more >>
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- Author:
- Conflicts of Interest Working Party
Conflicts of Interest Working Party (2012). Conflicts of Interest Consultation Paper: Feedback and Final Proposals. Edinburgh: Institute and Faculty of Actuaries
This is the feedback and final proposals document prepared by the Conflicts of Interest Working Party and published on 29 June 2012 following the consultation on conflicts in October-December 2011. . Consultation paper: Conflicts of interest ... read more >>
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- Author:
- Professional Regulation Executive Committee
Professional Regulation Executive Committee (2012). Conflicts of Interest: A Note for Pension Scheme Trustees. Edinburgh: Institute and Faculty of Actuaries
This Note for Pension Scheme Trustees is designed to assist actuaries in explaining to trustee boards the professional obligations which fall on them. Additionally, it is to assist trustee boards in exploring with their actuary the kinds of conflicts ... read more >>
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- Author:
- Professional Regulation Executive Committee
Professional Regulation Executive Committee (2012). Conflicts of Interest: A Guide for Actuaries. Edinburgh: Institute and Faculty of Actuaries
This Guide for Actuaries is designed to assist actuaries in all practice areas to think about, identify and manage conflicts of interest which they may face in their working lives. It was published on 29 June 2012 and is non-mandatory resource ... read more >>
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- Author:
- Lisa Pollack, FT Alphaville
- Source:
- Risk and Investment Conference 2013
A5: A view from FT Alphaville
Timeline 21 June 2013 2 April 5th – Bloomberg informs world of large derivative-trading mammal, aka “London whale”. JPMorgan replies with ‘meh’ 21 June 2013 3 April 13th – Q1 earnings. Whale is a “tempest in a teapot”, says Dimon. Timeline ... read more >>
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- Author:
- Council
Council (2012). Tracked-changed version of the Disciplinary Scheme. Edinburgh: Institute and Faculty of Actuaries
This is the tracked-changed version of the Disciplinary Scheme containing amendments to reflect the restructure of the Financial Reporting Council which will be put to members at the AGM. 1 INSTITUTE AND FACULTY OF ACTUARIES DISCIPLINARY SCHEME ... read more >>
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- Author:
- Alice Underwood, Willis and Elliot Varnell, Milliman
- Source:
- Risk and Investment Conference 2013
D2: Plural rationality - how it explains regulators management and stratagy of insurers
Risk and Investment Conference 2013 Brighton, 17 – 19 June 20 June 2013 Plural rationality How it explains regulators management and strategy of insurers Alice Underwood, Willis Re Elliot Varnell, Milliman 20 June 2013 Colour palette for ... read more >>
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- Author:
- Dick Rae, HSBC and Neil Snyman, Aviva
- Source:
- Risk and Investment Conference 2013
B5: An appraisal of acquiring fixed income assets on a forward basis
Risk and Investment Conference 2013 Brighton, 17 – 19 June 20 June 2013 Colour palette for PowerPoint presentations Dark blue R17 G52 B88 Gold R217 G171 B22 Mid blue R64 G150 B184 Secondary colour palette Primary colour palette ... read more >>
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- Author:
- James Watson, L and G and Andrew Smith, AXA UK
- Source:
- Risk and Investment Conference 2013
C3: Role of liquidity in economics, risk and investment
The many faces of liquidity Role of Liquidity in Economics, Risk and Investment Speakers: James Walton, L&G Andrew P Smith, AXA UK Working Group: Jon Hatchett, Hymans Robertson Con Keating, Brighton Rock Group Tony Zhao, eValue ... read more >>