Document library
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- Author:
- Richard Verdin
- Source:
- Current issues in critical illness seminar, 10 December 2008
Future [broker] sales process for critical illness
1 Richard Verdin Sales & Marketing Director Direct Life & Pension Services Ltd ?What do distributors really want? ?What do consumers really want? ?What I would do if I ran an insurance company? I hope to answer all 3 questions in answering the ... read more >>
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- Author:
- Stephen Richards
- Source:
- Momentum 2008
Postcode ratings for mortality
2003 Younger Members Convention 1 December 2003 Copyright (c) 2003 Prudential. All rights reserved. Copying prohibited 1 Presentation to Younger Members Convention 1 December 2003 ANNUITANT MORTALITY AND LONGEVITY RISK Stephen Richards Head of ... read more >>
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- Author:
- Rob Jones
- Source:
- Momentum 2008
The role of enterprise risk management in ratings
1 PENSIONS M&A ADVICE – A YEAR OF CHANGE STAPLE INN HALL, LONDON 10TH NOVEMBER 2006 Due Diligence and Pricing Issues Richard Jones FIA Punter Southall Transaction Services Agenda ? Introduction ? Why are pensions such a big issue in transactions? ... read more >>
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- Author:
- Rob Jones
- Source:
- Momentum 2008
The role of enterprise risk management in ratings
1 PENSIONS M&A ADVICE – A YEAR OF CHANGE STAPLE INN HALL, LONDON 10TH NOVEMBER 2006 Due Diligence and Pricing Issues Richard Jones FIA Punter Southall Transaction Services Agenda ? Introduction ? Why are pensions such a big issue in transactions? ... read more >>
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- Author:
- Eli Friedwald\; Garth Lane
- Source:
- Momentum Convention 2008
Did Methuselah need long-term care? (Will we?)
1 A Users Guide to CMI CI Experience Eli Friedwald 8 May 2006 Users Guide to CMI Brief history of Industry CI Statistics Looking at CMI 1999-2002 Experience 2 Brief History of Industry Statistics 1991-1997 CI HSG released in 2000 Not CMI; a crude ... read more >>
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- Author:
- Rob Jones
- Source:
- Momentum 2008
The role of enterprise risk management in ratings
1 PENSIONS M&A ADVICE – A YEAR OF CHANGE STAPLE INN HALL, LONDON 10TH NOVEMBER 2006 Due Diligence and Pricing Issues Richard Jones FIA Punter Southall Transaction Services Agenda ? Introduction ? Why are pensions such a big issue in transactions? ... read more >>
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- Author:
- Rob Jones
- Source:
- Momentum 2008
The role of enterprise risk management in ratings
1 PENSIONS M&A ADVICE – A YEAR OF CHANGE STAPLE INN HALL, LONDON 10TH NOVEMBER 2006 Due Diligence and Pricing Issues Richard Jones FIA Punter Southall Transaction Services Agenda ? Introduction ? Why are pensions such a big issue in transactions? ... read more >>
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- Author:
- Rob Jones
- Source:
- Momentum 2008
The role of enterprise risk management in ratings
1 PENSIONS M&A ADVICE – A YEAR OF CHANGE STAPLE INN HALL, LONDON 10TH NOVEMBER 2006 Due Diligence and Pricing Issues Richard Jones FIA Punter Southall Transaction Services Agenda ? Introduction ? Why are pensions such a big issue in transactions? ... read more >>
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- Author:
- Rob Jones
- Source:
- Momentum 2008
The role of enterprise risk management in ratings
1 PENSIONS M&A ADVICE – A YEAR OF CHANGE STAPLE INN HALL, LONDON 10TH NOVEMBER 2006 Due Diligence and Pricing Issues Richard Jones FIA Punter Southall Transaction Services Agenda ? Introduction ? Why are pensions such a big issue in transactions? ... read more >>
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- Author:
- Rob Jones
- Source:
- Momentum 2008
The role of enterprise risk management in ratings
1 PENSIONS M&A ADVICE – A YEAR OF CHANGE STAPLE INN HALL, LONDON 10TH NOVEMBER 2006 Due Diligence and Pricing Issues Richard Jones FIA Punter Southall Transaction Services Agenda ? Introduction ? Why are pensions such a big issue in transactions? ... read more >>
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- Author:
- Rob Jones
- Source:
- Momentum 2008
The role of enterprise risk management in ratings
1 PENSIONS M&A ADVICE – A YEAR OF CHANGE STAPLE INN HALL, LONDON 10TH NOVEMBER 2006 Due Diligence and Pricing Issues Richard Jones FIA Punter Southall Transaction Services Agenda ? Introduction ? Why are pensions such a big issue in transactions? ... read more >>
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- Author:
- Chris Collins
- Source:
- Current issues in pensions seminar, 25 November 2008
Pension Protection Levy: Developments this autumn
1 Pension Protection Levy: Developments this autumn Chris Collins, Head of Levy Policy Pension Protection Fund Immediate developments: Invoicing and electronic data capture Invoicing 2008/09 ? Invoicing began on 26 September 2008 ? Range of ... read more >>
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- Author:
- Chris Collins
- Source:
- Current issues in pensions seminar, 25 November 2008
Pension Protection Levy: Developments this autumn
GIRO XXX 2003 Convention US D&O and PI 14-17 October 2003 City Hall, Cardiff Doug Collins Tillinghast – Towers Perrin 71 High Holborn London WC1V 6TH 0207 170 2162 GIRO XXX 2003 Convention US D&O, E&O and Med-Mal Liability Douglas ... read more >>
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- Author:
- Jane Boorman
- Source:
- The End of the Pension Scheme seminar, 25 November 2008
Data cleansing. A case study
1 1 © May not be reproduced without permission of Financial Ombudsman Service Ltd Institute of Actuaries - Warwick Tony Boorman Principal Ombudsman from the Financial Ombudsman Service 2 © May not be reproduced without permission of Financial ... read more >>
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- Author:
- Richard Higham
- Source:
- Life Convention 2008
Professional negotiating
1 Professional selling: Aspiration or contradiction? Richard Higham International Sector Head: Financial & Professional Services Mercuri International Why grow? ?“Revenue growth is the primary driver of shareholder value and the number one challenge ... read more >>
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- Author:
- Jason Curtis; David Dullaway
- Source:
- Life Convention 2008
Why actuarial projects fail and what we can do about it
1 If Ray Mears was an investor would he invest the way investors do? David Curtis Head of Sub-Advisory Goldman Sachs Asset Management 1 Agenda • Importance of investment • Trends in asset management • Implications for wrap ⎯ New products ⎯ ... read more >>
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- Author:
- Benedict Carr\; Mark Chaplin\; Neil Chapman\; Alberto Corinti
- Source:
- Life Convention 2008
Solvency II insights from key stakeholders
1 Simplified Income Protection: How Holloway can help Andy Chapman, CEO Pioneer Holloway Plans – Outline Founder: George Holloway, late 19th Century ?Mill workers in Gloucestershire ?Mutual status ?Income protection with investment element ... read more >>
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- Author:
- Colin Ledlie\; Raj Singh
- Source:
- Life Convention 2008
Enterprise risk management: A view from two Chief Risk Officers (Key Topics Workshop)
1 Variable Annuity Working Party Update for Professional Seminar 28/09/07 Working Party Key Objectives ?Produce a Paper for presentation to sessional meetings of the Faculty and Institute in March 2008 ?Established as a Working Party under the Finance, ... read more >>
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- Author:
- Tamsin Abbey\; James Maher
- Source:
- Life Convention 2008
Update from Working Party on residual and ancillary risks in VA guarantees
Variable annuities. 25 September 2007 Tamsin Abbey ©2007 Deloitte & Touche LLP. Private and confidential Variable Annuities – what are they? • not variable...... • and not annuities! • Unit linked savings contracts with guarantees • Haven’t we ... read more >>
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- Author:
- James Tuley
- Source:
- Life Convention 2008
Actuarial aspects on internal models under Solvency II
1 FSA s Response to the ABI Proposals on Pillar 1 James Tuley Background Conjunction of four practical drivers: ABI proposals Waivers possible given Pillar 2 results Implementation of Reinsurance Directive The march to Solvency 2 today s ... read more >>