Document library
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- Author:
- Professional Regulation Executive Committee
Professional Regulation Executive Committee (2012). Conflicts of Interest: A Note for Pension Scheme Trustees. Edinburgh: Institute and Faculty of Actuaries version 1.1
This Note for Pension Scheme Trustees is designed to assist actuaries in explaining to trustee boards the professional obligations which fall on them. Additionally, it is to assist trustee boards in exploring with their actuary the kinds of conflicts ... read more >>
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- Author:
- Professional Regulation Executive Committee
Professional Regulation Executive Committee (2012). Conflicts of Interest: A Guide for Actuaries. Edinburgh: Institute and Faculty of Actuaries version 1.1
This Guide for Actuaries is designed to assist actuaries in all practice areas to think about, identify and manage conflicts of interest which they may face in their working lives. This version is version 1.1 which was in November 2012 and is ... read more >>
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- Author:
- Events Team
- Source:
- Edinburgh Conferences 2013
Map of Edinburgh
Conference Venue 1 EICC – The Exchange, Morrison Street, EH3 8EE Hotels/Apartments 2 Apex City Hotel 3 Apex European Hotel 4 Apex International Hotel 5 B+B Edinburgh 6 Balmoral Hotel 7 The Bonham 8 Brooks Hotel Edinburgh 9 The Caledonian, A Waldorf ... read more >>
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- Author:
- Events Team
- Source:
- Edinburgh Conferences 2013
Map of Edinburgh
Conference Venue 1 EICC – The Exchange, Morrison Street, EH3 8EE Hotels/Apartments 2 Apex City Hotel 3 Apex European Hotel 4 Apex International Hotel 5 B+B Edinburgh 6 Balmoral Hotel 7 The Bonham 8 Brooks Hotel Edinburgh 9 The Caledonian, A Waldorf ... read more >>
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- Author:
- Professional Regulation Executive Committee
Professional Regulation Executive Committee (2012). Conflicts of Interest: A Note for Pension Scheme Trustees. Edinburgh: Institute and Faculty of Actuaries
This Note for Pension Scheme Trustees is designed to assist actuaries in explaining to trustee boards the professional obligations which fall on them. Additionally, it is to assist trustee boards in exploring with their actuary the kinds of conflicts ... read more >>
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- Author:
- Professional Regulation Executive Committee
Professional Regulation Executive Committee (2012). Conflicts of Interest: A Guide for Actuaries. Edinburgh: Institute and Faculty of Actuaries
This Guide for Actuaries is designed to assist actuaries in all practice areas to think about, identify and manage conflicts of interest which they may face in their working lives. It was published on 29 June 2012 and is non-mandatory resource ... read more >>
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- Author:
- Conflicts of Interest Working Party
Conflicts of Interest Working Party (2013). Conflicts of interest case studies and questions. Edinburgh: Institute and Faculty of Actuaries
These case studies and discussion questions formed the basis of the conflicts of interest interactive sessions which the IFoA's Conflicts of Interest Working Party presented at across the UK, Northern Ireland and the Channel Islands from November 2012 to ... read more >>
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- Author:
- Practising Certificates Committee
Life Actuary (including with profits) Certificate application example
Example of the type of information to be included with an application for a Life Actuary (including with profits) Certificate. V2.0 updated for applications on or after 01 September 2012 Page 1 of 2 Experience A. For Part 1 and Part 2 ... read more >>
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- Author:
- Practising Certificates Committee
Life Actuary (including with profits) Certificate renewal application example
Example of the type of information to be included with a renewal application for a Life Actuary (including with profits) Certificate. v1.0 updated 16 November 2011 for applications on or after 25 January 2012 Page 1 of 2 Experience A. For Part ... read more >>
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- Author:
- Practising Certificates Committee
Life Actuary (including with profits) Certificate application example
Example of the type of information to be included with an application for a Life Actuary (including with profits) Certificate. ... read more >>
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General Counsel Division (2012). Memoranda of Understanding: Working With Our Co-Regulators. Edinburgh: Institute and Faculty of Actuaries
This document provides some quick tips onworking with our co-regulators Memoranda of Understanding: Working with our co-regulators 2012/2013 Quick reference guide Version 1 August 2012 MEMORAND A OF UNDERS T ANDIN G: WORKING ... read more >>
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- Author:
- Conflicts of Interest Working Party
Conflicts of Interest Working Party, (2012). Conflicts of Interest Information Evenings Powerpoint Presentation. Edinburgh: Institute and Faculty of Actuaries
This was the powerpoint presentation which was used at the conflicts of interest information evenings in July/August 2012 in London, Edinburgh and York. © 2010 The Actuarial Profession www.actuaries.org.uk Information evenings July 2012 Conflicts of ... read more >>
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- Author:
- Practising Certificates Committee
Life Actuary (including with profits) Certificate renewal application example
Example of the type of information to be included with a renewal application for a Life Actuary (including with profits) Certificate. ... 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 >>
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- Author:
- Matthew Taylor
Life Office Tax Overview
Taxation of long-term business (November 2010) Introduction This paper seeks to provide a high level description of the taxation of long-term business in the United Kingdom. Long-term business Categories of business Long-term business is defined as ... read more >>
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- Author:
- Matthew Lee; Mike Collins
- Source:
- Life Convention 2006
The impact TCF has had on WP business (handout)
1 The Impact TCF has had on WP Business Matthew Lee – Towers Perrin Tillinghast Mike Collins – Friends Provident An Industry Perspective Matthew Lee – Towers Perrin Tillinghast The Impact TCF has had on WP Business – an industry ... read more >>
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- Author:
- Russ Whitworth; Warren Copp
- Source:
- Life Convention 2006
Recent changes in underwriting trends and practice (handout)
1 Recent Changes in Underwriting Trends and Practices Russ Whitworth - Legal and General Warren Copp – Scottish Re Agenda ? The story so far….. ? The demise of the GPR? ? Teleunderwriting ? “Big T” ? “Little t” ? Interactive electronic ... read more >>
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- Author:
- Paul Turnbull; Matthew Taylor; Andrew Rendell
- Source:
- Life Office Tax Institute Working Party
Life Office Tax. Institute Working Party
1 2005 Life Convention 20-22 November Cardiff International Arena, Cardiff Life Office Tax Institute Working Party Paul Turnbull Matthew Taylor Andrew Rendell Agenda Latest tax changes including: sub fund recognition and taxation of surplus with-profits ... read more >>
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- Author:
- Icki Iqbal
- Source:
- Life Convention 2004
Effective decision making in life companies (slides)
Life Convention, Edinburgh 8.11.04. Session A04 Effective Decision Making in Life Companies Icki Iqbal Introduction and objectives To describe a systematic approach to decision making in life companies Agenda Case Studies Common causes of failure ... read more >>
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- Author:
- Stephen Richards
- Source:
- Life Convention 2004
Mortality differentials and annuity business (handout)
Copyright (c) 2004 Prudential plc. All rights reserved. 1 MORTALITY DIFFERENTIALS AND ANNUITY BUSINESS STEPHEN RICHARDS Copyright (c) 2004 Prudential plc. All rights reserved. 2 PROLOGUE ? LONDON (Reuters) - Showing that a little flutter can do ... read more >>