Document library
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- Author:
- Continuous Mortality Investigation
CMI Report 23. Whole volume
Graduations of the 1999-2002 life office mortality experiences ISSN 0954-2388 CMIR 23 (2009) Continuous Mortality Investigation Reports Number 23 Published by the Institute of Actuaries and the ... read more >>
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- Author:
- Richard Verdin
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- 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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Fast Facts from the Life Practice Executive Committee, December 2008
News from the Life PEC Fast Facts from the Life Practice Executive Committee December 2008 Welcome to the fourth edition of Life Fast Facts. Since the last one was published many of us will have been in Amsterdam for the annual Life Convention. The ... read more >>
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- Author:
- Life Board
GN42: The reviewing actuary. Versions 2.0.
This life insurance guidance note was adopted by BAS on 19.05.06 and re-adopted by The Actuarial Profession on 01.12.08. Simultaneously the Actuarial Profession made minor amendments to GN42 and issued updated verion 2.1. PSD\GN42 V2.0 ... read more >>
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- Author:
- Life Board
GN42: The reviewing actuary. Version 2.1. Effective 1 December 2008
This life insurance Guidance Note was adopted by BAS on 19.05.06. Re-adopted by The Actuarial Profession on 01.12.08 and issued as Version 2.1 to reflect updated references to legislation. PSD\GN42 V2.1 ... read more >>
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- Author:
- Life Board
GN39: General responsibilities of and relationships between actuarial function holders, with-profits actuaries, appropriate actuaries, and reviewing actuaries, of UK life insurance firms and friendly societies. Version 2.1.
This life insurance Guidance Note was adopted by BAS on 19.05.06 and re-adopted by The Actuarial Profession on 01.12.08 PSD\GN39 V2.1 ... read more >>
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- Author:
- Life Office Taxation Working Party
Pre-budget report, November 2008: (Almost) no news for insurers
This year's pre-Budget Report had been expected to involved material tax changes and an expansion of public spending to boost the economy. In the end it proved very uninteresting, with little to affect the taxation of life insurance companies. Pre-Budget ... read more >>
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- Author:
- Life Office Taxation Working Party\; Matthew Taylor
Taxation of long-term business
This paper seeks to provide a high level description of the taxation of long-term business in the United Kingdom. Taxation of long-term business (November 2008) Introduction This paper seeks to provide a high level description of the taxation of ... read more >>
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- Author:
- Peter Tuley
- Source:
- Sessional meeting paper
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- Author:
- Peter Tuley
- Source:
- Sessional meeting paper
Management actions in a with-profits fund
The management of a fund requires a number of decisions as to the fair treatment of policyholders. This paper first considers the difference between the regulatory equirement to treat customers fairly and the longstanding concept within the profession of ... read more >>
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- Source:
- Faculty Sessional Meeting, 17 November 2008
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- Author:
- Peter Banthorpe\; David Harrison
- Source:
- Life Convention 2008
Multi dimensional modelling
1 The 3rd Younger Members Convention 29-30 November 2004, The Chesford Grange Hotel, Kenilworth The World Of Health Protection Peter Banthorpe Business Development Actuary, Munich Re UKLB Institute of Actuaries Healthcare Conference Organising ... read more >>
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- Author:
- Richard Higham
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- 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
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- 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
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- 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
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- 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 >>
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- Author:
- Roger Bootle
- Source:
- Life Convention 2008
The Credit Crunch - Causes, consequences and cures
For the Life Convention The Credit Crunch – Causes, Consequences and Cures By Roger Bootle • A bubble in real estate. • Inadequate capital held by banks. • Overly-complex instruments which were poorly understood. • Securitisation and ... read more >>
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- Author:
- Trevor Fannin, Matthew Little, Matthew Taylor
- Source:
- 2008 Life Convention
Life isn’t meant to be taxing : Update from Tax Working Party [copies of slides]
1 Life isn’t meant to be taxing Update from Tax Working Party Trevor Fannin Matthew Little Matthew Taylor 2008 Life Convention 9-11 November 2008 Agenda ? Reprise of life office taxation ? Why do HMRC not respect the matching of assets and liabilities? ... read more >>