Document library
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Funding defined benefit pension schemes (Handout)
4th Younger Members Convention Funding Defined Benefit Pension Schemes The City Hall, Cardiff, 5 December 2005 Funding Defined Benefit Pension Schemes Agenda ?The debate at the Institute / Faculty Sessional meetings ?New Guidance Notes ?New ... read more >>
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Defined contribution (DC) investment issues (handout)
1 Annual Pensions Convention 2005 The De Vere Grand Hotel, Brighton, 5-7 June DC Investment Issues Challenges Facing Trustees Offer appropriate range of vehicles Offer freedom of choice of funds Offer freedom of choice of timing When do you fire an ... read more >>
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IAS19: Jumping the GAAP (handout)
1 Annual Pensions Convention 2005 The De Vere Grand Hotel, Brighton, 5-7 June IAS19: Jumping the GAAP Adam Poulson 6th June 2005 Why is IAS19 suddenly an issue? ?Europe ?EU regulations ?IASB project to update IAS19 ?Amended IAS19 December ... read more >>
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Revenue management and insurance cycle
1 Revenue Management And Insurance Cycle Paper prepared for GIRO 2005 JB CROZET MSc FIA CFA FSS 2 Introduction This paper is a reflection on the optimal strategy for deploying a fixed amount of insurance ... read more >>
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Paper on With-profits investment strategy
INVESTMENT STRATEGY WORKING PARTY - PAPER ON WITH-PROFITS INVESTMENT STRATEGY Life Convention 2004 AUTHORS & ACKNOWLEDGEMENTS This paper has been produced by a working party of the Institute of Actuaries. The members of the working party ... read more >>
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Fixed interest investment for life insurers - driven by investment principles or regulation? (handout)
1 2004 Life Convention 7-9 November, Edinburgh Fixed Interest Investment for Life Insurers – Driven by Investment Principles or Regulation? FIB Working Party 3 David Dyer Sara Crouch Scott Eason Paul Fulcher Paul Jolly Agenda ? Trends in bond holdings ... read more >>
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Wrap accounts (slides)
2004 Life Convention 7-9 November Wrap Accounts Bob Gibson The potential for Wrap Accounts In 2002 80% of IFAs were unaware of Wrap (source Datamonitor) Today: 95% of IFAs aware of Wrap 92% believe Wrap relevant to their ... read more >>
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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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Capital market implications of the new reporting requirements in the UK life industry (handout)
24/11/2004 1 9 November 2004 Page 1 PricewaterhouseCoopers Capital market implications of the new reporting requirements in the UK life industry Charles Garnsworthy Mike Lamb Rakesh Tanna 9 November 2004 Page 2 PricewaterhouseCoopers Agenda Market ... read more >>
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Projecting a realistic balance sheet (slides)
abcd Projecting a Realistic Balance Sheet 2004 Life Convention, EICC Edinburgh Scotland Session D12, 9 November Stephen Keane Agenda Why do we need to project the Realistic Balance Sheet ? What economic information do we have about the future ? ... read more >>
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The best workshop for 200 years (slides)
The Best Workshop for 200 years 31st Annual GIRO Convention 12-15 October 2004 Hotel Europe Killarney, Ireland Andrew Smith AndrewDSmith8@Deloitte.co.uk This is the framework we’re discussing Assessing Capital based on: Projected Assets > ... read more >>
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Bulk transfers and GN16: considerations in scheme mergers (handout)
1 Mercer Human Resource Consulting Limited is authorised and regulated by the Financial Services Authority and is a member of the General Insurance Standards Council Registered in England No. 984275 Registered Office: Telford House, 14 Tothill Street, ... read more >>
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Cash equivalent transfers. The story continues (handout)
1 The 2004 Pensions Convention 7-8 June 2004, Sheraton Skyline Hotel, Heathrow Cash Equivalent Transfer Values The story continues Roger Key Cash Equivalent Transfer Values ? Where are we now? ? Where should we be going? 2 Where are we now? ? GN11 ? ... read more >>
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Should pension funds invest in equities? (handout)
1 Should pension funds invest in equities? Richard Murphy Aaron Punwani 8th June 2004 Background ? The world has changed ? It’s about to change more ? Financial Economics arguments have taught us a lot ? How do we advise clients in practice? Strong ... read more >>