Document library
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- Author:
- Institute of Actuaries Designated Professional Body Committee
Compliance Bulletin 13, December 2004
Contents: Revised DPB Handbook\; Insurance Mediation Directive (IMD)\; IMD amendments to the DPB Handbook\; Non-IMD amendments to the DPB Handbook\; the decision not to extend the DPB regime to mortgages\; DPB fees - Insurance Mediation December 2004 1 ... read more >>
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- Author:
- Paul Stanworth; Stuart Morris
- Source:
- Life Convention 2004
Using derivatives to manage Pillar 2 capital in life assurance companies (slides)
1 NOVEMBER 2004 FINANCIAL MARKETS Using Derivatives To Manage Pillar 2 Capital In Life Assurance Companies Paul Stanworth Stuart Morris 2 NOVEMBER 2004 FINANCIAL MARKETS Agenda Banking risk models and their similarities with Pillar 2 risk models ... read more >>
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- Author:
- Andy Cherkas
- Source:
- Life Convention 2004
Can traditional face-to-face selling survive and prosper in the new regulatory environment (slides)
© 2004 Towers Perrin S:\06 Professional Bodies\Institute of Actuaries\Seminars-Conferences\Life Convention 2004\ASC-pre-Can traditional face-to-face selling survive & prosper.ppt CAN TRADITIONAL FACE-TO-FACE SELLING SURVIVE AND PROSPER IN THE NEW ... read more >>
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- Author:
- Derek Wright; Alex Arterton; Kerr Luscombe
- Source:
- Life Convention 2004
The role of the reviewing actuary (handout)
1 ©2004 Deloitte & Touche LLPLife Away Days 200412004 Life Convention – Concurrent Session D11 The Role of the Reviewing Actuary Institute of Actuaries Life Convention 2004 ©2004 Deloitte & Touche LLPLife Away Days 20042004 Life Convention – ... read more >>
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- Author:
- Nick Rowley; Gary Hibbert
- Source:
- Life Convention 2004
Practical implications of implementing IAS in a life insurance company (slides)
Practical Implications of Implementing IAS in a Life Insurance Company Nick Rowley Gary Hibbett Norwich Union Life Yield Services Ltd 8 November 2004 Practical Implications of Implementing IAS in a Life Insurance Company 1. Background on IAS ... read more >>
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- Author:
- Hamish Galloway; Amanda Jones
- Source:
- Life Convention 2004
Changing mortality trends and risk factors (handout)
1 abcd 2004 Life Convention 7-9 November EICC Edinburgh Scotland Changing Mortality Trends and Risk Factors By Hamish Galloway & Amanda Jones Introduction & Acknowledgments The Past The Present The Future Acknowledgments CMI Data ... read more >>
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- Author:
- Gerard Davis; Jim Murphy
- Source:
- Life Convention 2004
European regulatory developments - driving further change (handout)
1 European Regulatory Developments Driving Further Change Jim Murphy Gerard Davis Life Convention 2004, EICC Edinburgh Monday, 8th November 2004 ... read more >>
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- Author:
- Louise Pryor
- Source:
- Life Convention 2004
Quantifying operational risk in life insurance companies (handout)
1 Life Convention November 2004 © 2004 Louise Pryor www.louisepryor.com 1 Quantifying operational risk in life insurance companies Louise Pryor © 2004 Louise Pryor www.louisepryor.com Life Convention November 2004 2 Context square4 GIRO working ... read more >>
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- Author:
- John Cummings; Matthew Ford
- Source:
- Life Convention 2004
Realistic balance sheets - how do you know they are right? (handout)
11/11/2004 1 Life Convention 2004 Page 1 Other nice picturesRealistic balance sheets - how do you know they are right? john.j.cummings@uk.pwc.com matthew.ford@prudential.co.uk Life Convention 2004 Page 2 Have you ever found an error in your numbers? Are ... read more >>
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- Author:
- Tim Bateman; Michael Edwards
- Source:
- Life Convention 2004
The good, the bad and the outsourced (handout)
1 The good, the bad and the outsourced Tim Bateman Michael Edwards 9th November, 2004 ? Background ? Drivers ? Reasons Given ? Risks ? Regulation/Guidance ? The Good ? Good service / low expenses ? Simple products, no legacy systems ? The Bad ? ... read more >>
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- Author:
- Peter Needleman; Mike Kipling
- Source:
- Life Convention 2004
Bonus and investment policy in a closed with-profit fund (handout)
1 S:\06 Professional Bodies\Institute of Actuaries\Seminars-Conferences\Life Convention 2004\PN-MK - Bonus and Investment Policy-Closed Funds.ppt © 2004 Towers Perrin abcd Bonus & Investment Policy in a Closed With-Profit Fund 9 November 2004 Peter ... read more >>
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- Author:
- John Lister
- Source:
- Life Convention 2004
With profits actuary - a necessary role? (handout)
1 WITH PROFITS ACTUARY A Necessary Role? John Lister 9th November, 2004 With Profit Actuary - a necessary role? Agenda ? PS167 Requirements ? How can the responsibilities be fulfilled? ? Separate WPA role ? Combined role with AFH ? Independent of ... read more >>
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- Author:
- Craig Turnbull
- Source:
- Life Convention 2004
Capital management and market-consistent valuation tools (handout)
1 1 Capital Management and Market-Consistent Valuation Tools Craig Turnbull 2 Agenda • Introduction • Using market-consistent valuation models and risk-based capital measures to manage: – Assets backing asset shares • Managing market-consistent ... read more >>
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- Author:
- Brian Wood
- Source:
- Life Convention 2004
A practical introduction to change management for actuaries (slides)
2004 Life Convention 7-9 November EICC Edinburgh Scotland abcd A practical introduction to change management for actuaries Brian Wood Telos Solutions abcd 3 A practical introduction to change management for actuaries Most ... read more >>
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Guidelines on the respective roles of the Investigating Actuary and the Case Officer
The Disciplinary Schemes commenced on 1 January 2004 and introduced a new approach to how the Profession investigates complaints of alleged professional misconduct. In particular, the Schemes introduced the concepts of Adjudication Panels and the ... read more >>
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- Author:
- The Actuarial Profession
Guidelines on referral for Disciplinary Investigation by an Honorary Secretary
The Disciplinary Schemes of both the Institute and Faculty are designed to respond to complaints. However, there is also a process which allows the Profession to initiate an investigation pro-actively. 22.10.2004 1/5 THE ACTUARIAL PROFESSION ... read more >>
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- Author:
- Institute of Actuaries Designated Professional Body Committee
Compliance Bulletin 12, October 2004
Contents: DPB Handbook Client Money Rules\; Treating Customers Fairly ('TCF') 1 INSTITUTE OF ACTUARIES DPB COMPLIANCE BULLETIN NO. 12 (October 2004) Maclaurin House 18 Dublin Street Edinburgh EH1 3PP DPB Handbook Client Money Rules ... read more >>
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- Author:
- Mary Frances Miller
- Source:
- General Insurance Convention 2004
CAS Update. Where we've been, where we are, and where we're going (Slides)
31st Annual GIRO Convention 12-15 October 2004 Hotel Europe Killarney, Ireland CAS Update Where We’ve Been, Where We Are, and Where We’re Going October 14, 2004 Agenda Two Important Task Forces Task Force on ACAS Vote Task Force on Classes of ... read more >>
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- Author:
- Annette Olesen
- Source:
- General Insurance Convention 2004
Solvency II - The potential impact ... and how actuaries can contribute to the new European regulation (Slides)
Solvency II – The Potential Impact … and how actuaries can contribute to the new European regulation Annette Olesen 14 October 2004 Content of this presentation ? Solvency II overview ? Solvency II development and consultation ? CEIOPS request ? ... read more >>
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- Author:
- Martin White
- Source:
- General Insurance Convention 2004
International accounting standards for general insurance
1 of 40 IAS GIRO 2004 GIRO October 2004 International accounting standards for general insurance Gladys Hosken Julian Leigh Mark Malone Alex Marcuson Erica Nicholson Tim Rogerson Martin White (Chair) ... read more >>