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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:
Conflicts of Interest Working Party

Conflicts of Interest Working Party (2012). Conflicts of Interest Consultation Paper: Feedback and Final Proposals. Edinburgh: Institute and Faculty of Actuaries

This is the feedback and final proposals document prepared by the Conflicts of Interest Working Party and published on 29 June 2012 following the consultation on conflicts in October-December 2011. . Consultation paper: Conflicts of interest ... 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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Council

Council (2012). Tracked-changed version of the Disciplinary Scheme. Edinburgh: Institute and Faculty of Actuaries

This is the tracked-changed version of the Disciplinary Scheme containing amendments to reflect the restructure of the Financial Reporting Council which will be put to members at the AGM. 1 INSTITUTE AND FACULTY OF ACTUARIES DISCIPLINARY SCHEME ... 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:
Conflicts of Interest Working Party

Conflicts of Interest Working Party (2012). Email to members re the Conflicts of Interest Package 2 July 2012. Edinburgh: Institute and Faculty of Actuaries

This is a copy of the email sent to all members regarding the conflicts of interest package on 2 July 2012. Conflicts of interest email to all members 2 July 2012 Conflicts of Interest The Conflicts of Interest Working Party has now put the final ... read more >>

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Standards Review Committee

Standards Review Committee (2011). Professional Standards Directory Update 24. Edinburgh: Institute and Faculty of Actuaries

This is the Professional Standards Directory Update 24 issued to all members on 1 September 2011 setting out changes to the professional standards which members are to follow. Professional Standards Directory Update 24 1 September 2011 1 ... read more >>

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Author:
Life Practice Executive Committee

Life Practice Executive Committee (2011). APS L1: Duties and Responsibilities of Life Assurance Actuaries. Edinburgh: Institute and Faculty of Actuaries

This Actuarial Profession Standard (APS) is Version 1.0 of APS L1: Duties and Responsibilities of Life Assurance Actuaries. It was published on 1 September 2011 and takes effect from 1 October 2011. APS L1: Duties and responsibilities of life ... read more >>

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Life Practice Executive Committee

Life Practice Executive Committee (2011). APS L2: The Financial Services and Markets Act 2000 (Communications by Actuaries) Regulations 2003. Edinburgh: Institute and Faculty of Actuaries

This Actuarial Profession Standard (APS) is Version 1.0 of APS L2: The Financial Services and Markets Act 2000 (Communications by Actuaries) Regulations 2003. It was published on 1 September 2011 and takes effect from 1 October 2011. APS L2: The Financial ... read more >>

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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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Author:
Jim Sutcliffe

Jim Sutcliffe (2011). Letter from Chairman of the Board for Actuarial Standards to the President regarding adopted Insurance, Life, Funeral Plans and Pensions Guidance Notes. London: Board for Actuarial Standards

This letter is from Jim Sutcliffe, Chairman of the Board for Actuarial Standards (BAS) to the President of the Institute and Faculty of Actuaries regarding the phased withdrawal of the BAS-adopted General Insurance, Life, Funeral Plans and Pensions-related ... read more >>

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Author:
Life Practice Executive Committee

Life Practice Executive Committee (2011). Survey Questions for ED 27: APS L1 and ED 28: APS L2. Edinburgh: Institute and Faculty of Actuaries

This document contains survey questions to accompany Exposure Draft 27: APS L1: Duties and responsibilities of life actuaries and Exposure Draft 28: APS L2: The Financial Services and Markets Act 2000 (Communications by Actuaries) Regulations 2003. 1 ... read more >>

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Author:
Life Practice Executive Committee

Life Practice Executive Committee (2011). Exposure Draft 28: APS L2: The Financial Services and Markets Act 2000 (Communications by Actuaries) Regulations 2003. Edinburgh: Institute and Faculty of Actuaries

This is Exposure Draft 28 for Actuarial Profession Standard (APS) L2 Version 1.0: The Financial Services and Markets Act 2000 (Communications by Actuaries) Regulations 2003.  Comments on ED 28 close on 10 August 2011. Exposure Draft ED 28: APS ... read more >>

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Author:
Life Practice Executive Committee

Life Practice Executive Committee (2011). Exposure Draft 27: APS L1: Duties and responsibilities of life assurance actuaries. Edinburgh: Institute and Faculty of Actuaries

This is Exposure Draft 27 for Actuarial Profession Standard (APS) L1 Version 1.0: Duties and responsibilities of life assurance actuaries. Comments on ED 27 close on 10 August 2011. Exposure Draft ED 27: APS L1: Duties and responsibilities of life ... 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:
Council

Council (2012). Motion to amend the Rules June 2012. Edinburgh: Institute and Faculty of Actuaries

This is the motion to be voted on at the 2012 AGM in relation to changes to the disciplinary scheme following the Financial Reporting Council's restructure. 1 At the ANNUAL GENERAL MEETING of the INSTITUTE AND FACULTY OF ACTUARIES to be ... read more >>