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:
- 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:
- 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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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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IPF Research Commission guidelines 2011-2015
Guidelines for research proposals for funding under the IPF Research Programme 2011–2015. IPF Research Submission Guidelines Page 1 IPF Research Submission Guidelines IPF Research Programme 2011-2015 The IPF welcomes research proposals ... 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:
- National Association of Pension Funds
Hedge funds and funds of hedge funds made simple. What a trustee needs to know
A timely and user-friendly guide for pension scheme trustees and administrators, setting out investment strategies used by hedge funds, factors to consider regarding hedge funds, and the practicalities of implementing a hedge fund investment. Hedge ... read more >>
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- Author:
- National Association of Pension Funds
Swaps made simple. What a trustee needs to know
A clearly-written guide to how swaps work, summarising their benefits and risks, as well as offering practical help, a case study and a glossary of terms. Swaps made simple What a trustee needs to know February 2005 The NAPF is grateful to the ... read more >>
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- Author:
- Tim Sheldon; Loraine Feldman
- Source:
- Life Convention 2006
Making sense of capital. Projecting ICAs (handout)
Making Sense of Capital Projecting ICAs Tim Sheldon Loraine Feldman Making sense of capital – Projecting ICAs What we will consider in this session: square4 Why we are here… square4 Reasons for projecting ICA square4 What can we learn from ... read more >>
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- Author:
- Nigel Knowles; Avijit Chatterjee
- Source:
- Life Convention 2004
Pragmatic modelling of realistic balance sheets and ICA (handout)
1 abcd 2004 Life Convention 7-9 November Pragmatic modelling of realistic balance sheets and ICA Nigel Knowles (CSFB Europe) Avijit Chatterjee (Standard Life) EICC Edinburgh Scotland Agenda Realistic balance sheet issues Revision Does asset ... read more >>
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- Author:
- Kathy Byrne
- Source:
- Life Convention 2004
The impact of risk perceptions on consumer evaluation of financial products (slides)
Session B02 The impact of risk perceptions on consumer evaluation of financial products Kathy Byrne 8th November 2004 Roadmap What is Risk? Why is this Important? The Research Results Practical Implications Conclusions and Recommendations Why ... read more >>
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- Author:
- John Cummings; Matthew Ford
- Source:
- Life Convention 2004
Realistic balance sheets - how do you know they are right? (handout)
11/11/2004 1 Life Convention 2004 Page 1 Other nice picturesRealistic balance sheets - how do you know they are right? john.j.cummings@uk.pwc.com matthew.ford@prudential.co.uk Life Convention 2004 Page 2 Have you ever found an error in your numbers? Are ... read more >>
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- Author:
- Peter Needleman; Mike Kipling
- Source:
- Life Convention 2004
Bonus and investment policy in a closed with-profit fund (handout)
1 S:\06 Professional Bodies\Institute of Actuaries\Seminars-Conferences\Life Convention 2004\PN-MK - Bonus and Investment Policy-Closed Funds.ppt © 2004 Towers Perrin abcd Bonus & Investment Policy in a Closed With-Profit Fund 9 November 2004 Peter ... read more >>
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- Author:
- Craig Turnbull
- Source:
- Life Convention 2004
Capital management and market-consistent valuation tools (handout)
1 1 Capital Management and Market-Consistent Valuation Tools Craig Turnbull 2 Agenda • Introduction • Using market-consistent valuation models and risk-based capital measures to manage: – Assets backing asset shares • Managing market-consistent ... read more >>
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- Author:
- Mukesh Mittal; Nigel Masters
- Source:
- Life Convention 2003
International Accounting Standards - What needs to be done (Handout)
Accounting and auditing 1 abcd IAS What needs to be done 2003 Life Convention 9-11 November Mukesh Mittal Nigel Masters Hilton Birmingham Metropole Hotel PricewaterhouseCoopers Agenda • Timeline • Questions • Transition to IFRS • Phase I • Phase ... read more >>
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- Author:
- Alan Twigg
- Source:
- Life Convention 2003
Unlocking business benefits of US GAAP (Handout)
Accounting and auditing 1 abcd 2003 Life Convention 9-11 November Hilton Birmingham Metropole Hotel Unlocking business benefits of US GAAP Alan Twigg Introduction ? US GAAP doesn’t always travel well ? Many detailed rules, some seem rather arbitrary ... read more >>
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- Author:
- Mark Willder
- Source:
- Life Convention 2003
Management of a with-profit fund using option pricing techniques (Handout)
MANAGEMENT OF A WITH-PROFIT FUND USING OPTION PRICING TECHNIQUES Mark Willder Life Convention , Birmingham 10/11/03 1 Outline • The Contract — Unitised With-Profits • Problem 1 — Investment of Assets • A Solution • The Results ... read more >>
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- Author:
- David Hare; Ian Moran
- Source:
- Life Convention 2003
The realistic reporting of with-profits business (Handout)
With profits life assurance; Guarantees 1 abcd 2003 Life Convention 9-11 November The Realistic Reporting of With-Profits business David Hare (on behalf of the With-Profits Working Party of the 2005 Accounting Project) Ian Moran Terms of reference An ... read more >>