Document library
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- Author:
- Institute and Faculty of Actuaries
The Actuaries' Code (October 2009)
The Actuaries’ Code A modern statement of principles for a growing profession Version 1.0 (October 2009) The Code, which came into force on 1 October 2009, sets out 5 core principles which actuaries are expected to observe in their ... 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 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:
- Fiona Goddard, Professional Regulation Manager
Professional Skills Training - Introduction
Professional Skills Training for Experienced Members Conflicts of Interest 2013-2014 July 2013 CONTENTS The Institute and Faculty of Actuaries Professional Skills Training (1 – 5) Conflicts of Interest Useful Resources July 2013 The Institute ... read more >>
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- Author:
- Disciplinary Board, the Institute and Faculty of Actuaries
Disciplinary Board Minutes of Meeting 12 February 2013
Minutes of a Disciplinary Board meeting held 12 February 2013. Page 1 of 3 The Institute and Faculty of Actuaries MINUTES of a meeting of the Disciplinary Board held on Tuesday 12 February 2013 at Staple Inn, London starting at 10.30 am ... read more >>
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- Author:
- Mark Walters
- Source:
- Adjudication Panel
Institute and Faculty of Actuaries (2013). Determination report for adjudication panel 29 May 2013, Mr. Nishanthan Gunasingam FIA, London: Institute and Faculty of Actuaries
Determination Report for an Adjudication Panel of the Institute and Faculty of Actuaries in the case of Mr. Nishanthan Gunasingam FIA Determination Report for Adjudication Panel 29 May 2013 Mr. Nishanthan Gunasingam FIA, (the Respondent) On 29 May ... read more >>
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- Author:
- Professionalism Awareness Committee
Professional Skills Training Record - template (June 2013): Institute and Faculty of Actuaries
Professional Skills Training Record 2013-2014 Name: Status: Fellow Associate Student ARN: Date Training Provider details Training Activity Details PST hours Learning outcomes: Learning ... read more >>
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- Author:
- General Counsel
Professional Skills Training: 4Cs
ACTUARIES’ CODE Refer to the Actuaries’ Code Determine which provisions apply to your given situation For each potential action, determine whether it is in breach of the code or consistent with behaviour required by the Code Consider ... read more >>
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- Author:
- Institute and Faculty of Actuaries
CPD Scheme 2013/2014 Application for exemption
In terms of the CPD Scheme 2013/2014 the Institute and Faculty of Actuaries may grant an exemption from the CPD requirements. CPD SCHEME 2013/2014 APPLICATION FOR EXEMPTION In terms of the CPD Scheme 2013/2014 (“the Scheme”) the Institute and ... read more >>
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- Author:
- Professionalism Awareness Committee
Professionalism Resource Material. Archie the Actuary: Compliance
Professionalism Resource Material Archie the Actuary : Compliance by the Professionalism Awareness Committee 2 Archie the Actuary Part Five – Compliance by Andrew Newman This is the fifth of a series of articles where Archie the ... read more >>
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- Author:
- Professionalism Awareness Committee
Professional Skills Training - Appendix A (June 2013): Institute and Faculty of Actuaries
Appendix A PROFESSIONAL SKILLS TRAINING Criteria for recognition of Professional Skills for Experienced Members Professional Skills Training should achieve one or more of the following: enhance understanding of an actuary’s professional ... read more >>
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- Author:
- Professionalism Awareness Committee
Professional Skills Training Handbook - v2.0 (June 2013): Institute and Faculty of Actuaries
Professional Skills Training Handbook by the Professional Regulation Executive Committee Version 2 June 2013 2 Contents Page No. 1.0 Introduction 3 1.1 Why does the IFoA mandate Professional Skills Training? 3 2.0 Online ... read more >>
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- Author:
- Professionalism Awareness Committee
Professional Skills Training FAQs - v4.0 (June 2013): Institute and Faculty of Actuaries
Professional Skills Training Frequently asked questions Version 4 June 2013 2 Contents Page No. Section 1: Changes to previous arrangements 3 Section 2: Online Professional Awareness Test 4 Section 3: ... read more >>
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- Author:
- The Pensions Regulator
- Source:
- Defined Benefit Funding statement
Communication from the Pensions Regulator
Defined Benefit Funding statement Communication from the Pensions Regulator (tPR) June 2013 In the Pensions Regulator’s recent defined benefit funding statement we announced that we would be streamlining the way in which we communicate with trustees ... 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:
- Standards Review Committee
Professional Standards Directory Update 29
Professional Standards Directory Update 29 31 May 2013 PROFESSIONAL STANDARDS DIRECTORY - Update 29 (Pensions) For Actuaries involved in Undertaking Work In Relation to Pension Schemes The Professional Standards Directory can be found here ... read more >>
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- Author:
- General Counsel
Data Controller Responsibilities - A Guide for actuaries and firms dealing with personal data
The purpose of this Guide is to help actuaries to be aware of the specific legal responsibilities placed on data controllers and to offer practical suggestions on compliance by Scheme Actuaries and other practitioners. Data Controller Responsibilities A ... 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 >>