Document library
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- Source:
- Life Office Taxation Working Party\; Andrew Rendell
Life Office Tax consultation - Income apportionments
HMRC are consulting on a review of life company taxation, aiming to improve the current I minus E system. The apportionment of income and gains falls within this scope. \\datargt03\mydocslon$\102345\My Documents\Restored\work\W32\OFFICE97\Tax\tax ... read more >>
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- Author:
- Professional Affairs Board
Protocol for information and assistance notes. Version 1.0. (superseded)
Information and Assistance Notes (IANs) are intended to provide helpful material on particular matters in an accessible form for all members including those who may not have any specialised knowledge in the relevent area. This document sets out the ... read more >>
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- Author:
- Nick Dumbreck\; Tim Gordon\; Maggie Mills\; Darren Redmayne
- Source:
- Sessional meeting paper
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- Author:
- Martin Muir
- Source:
- With profits seminar, 16 October 2006
Risk management in with profits funds (handouts)
1 A03: Using derivatives to meet shareholder and policyholder objectives Peter McDade & Martin Muir 2006 Life Convention Overview Motivation for hedging and setting objectives Identifying candidate strategies Evaluating the impact ... read more >>
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- Author:
- Martin Muir
- Source:
- With profits seminar, 16 October 2006
Risk management in with profits funds (handouts)
1 Risk management in with-profits funds Martin Muir With-Profits Seminar, 16 October 2006 The 21st century has been a relatively hostile environment for with-profits funds: High levels of risk management activity Regulatory concerns over ... read more >>
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- Author:
- Tim Gordon
- Source:
- Current Issues in Pensions seminar, Autumn 2006
Member options: commutation and other choices (handouts)
1 Member options: commutation and other choices Member Options Working Party October 2006 The report will be on the Profession’s website abcd2 Background Pensions Board concern over cash commutation rates ? Look obviously low ? Have actuaries advised ... read more >>
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- Author:
- Kevin Doerr
- Source:
- With profits seminar, 16 October 2006
Challenges around PPFM and CFPPFM (handouts)
1 Challenges around PPFM and CFPPFM Outline Background Some Pitfalls Triggers and Management Information Governance and Compliance Changing PPFM and CFPPFM 2 Conduct of Business Rules 6.10.5R(1) A firm must establish and maintain the principles and ... read more >>
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- Author:
- Neil Taverner
- Source:
- Non-executive directors seminar, 16 October 006
European and market-consistent embedded values (handouts)
1 European and Market-Consistent Embedded Values Neil Taverner Watson Wyatt Limited Agenda Background to embedded values EEV MCEV What it is Issues Managing using MCEV Background to embedded values Traditional EV approach Present value of projected ... read more >>
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- Author:
- Geoff Cruickshank\; Stephanie Murphy
- Source:
- Current issues in funding for pensions actuaries. Half-day seminar, 3 October 2006
Regulating pension scheme funding (handouts)
1 Regulating Pension Scheme Funding Geoff Cruickshank Stephanie Murphy FIA Agenda Regulatory statement & code of practice; Triggers for regulatory attention; Actions following trigger; Use of regulatory powers; and Experience to date. Code of ... read more >>
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Journal of the Institute of Actuaries (JIA). Volumes 1-69 contents pages
Journal of the Institute of Actuaries Volumes 1 - 69 Contents JIA (Assurance Magazine) v.1 (1848-1851) p.I: 1-20 Memoir of the early history of auxilliary tables for the computation of life contingencies. - Hendriks, F. p.I: ... read more >>
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Transactions of the Faculty of Actuaries (TFA). Volumes 1-25 contents pages
Transactions of the Faculty of Actuaries Volumes 1 - 25 Contents TFA v.1 (1901-1903) p.3-16 History and present position of the Faculty of Actuaries in Scotland. [Inaugural address by the President] - Low, G. M. p.17-47 First ... read more >>