Document library
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- Author:
- Ian Aley; Demetre la Grange
- Source:
- Younger Members' Convention 2004
Buying out pensions liabilites - theory vs practice (Slides)
IAN ALEY - BUSINESS DEVELOPMENT DIRECTOR, PRUDENTIAL DEMETRE LA GRANGE - CONSULTANT, HEWITT BUYING OUT PENSIONS LIABILITIES - THEORY Vs PRACTISE * PRESENTATION OVERVIEW Buy-out costs Vs scheme liability valuations Pricing an annuity Bulk Annuity ... read more >>
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- Author:
- P J Sweeting
- Source:
- British Actuarial Journal [BAJ] (2004) 10: 353-418
Pension schemes and fixed income investment
PENSION SCHEMES AND FIXED INCOME INVESTMENT By P. J. Sweeting [Presented to the Institute of Actuaries, 26 January 2004] abstract The purpose of this paper is to investigate the role that fixed income securities should play ... read more >>
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- Author:
- Pensions Board
GN4: Insolvency of employers: safeguard of pension scheme contributions. Version 2.4 [adopted by BAS on 19 May 2006]
This pensions Guidance Note has been adopted by the Board for Actuarial Standards. The latest version is available on the <a href\="http://www.frc.org.uk/bas/actuarial/index.cfm" target\="external">BAS website</a>. MAP/GN4 V2.4 B4.1 GN4: ... read more >>
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- Author:
- Pensions Board\; Ronnie Bowie
GN4: Insolvency of employers: safeguard of pension scheme contributions. Version 2.4. Covering letter
The Actuarial Profession making financial sense of the future December 2003 To All Members Dear Member GN4: Insolvency of Employers: Safeguard of Pension Scheme Contributions Introduction If an insolvent employer has failed to ... read more >>
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- Author:
- Alec Findlater
- Source:
- Life Convention 2003
Pension annuities - opportunity or trap? A provider perspective (Handout)
1 abcd 2003 Life Convention 9-11 November Hilton Birmingham Metropole Hotel Pension annuities: opportunity or trap? A provider perspective Alec Findlater Pension annuities: opportunity or trap? ..or should it be: “Life insurance business other than ... read more >>
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- Author:
- Mike Wadsworth; Mark Joannes
- Source:
- Life Convention 2003
Pension annuities - opportunity of trap? (Slides)
Pension annuities: opportunity or trap? Mike Wadsworth and Mark Joannes mike.wadsworth@eu.watsonwyatt.com mark.joannes@eu.watsonwyatt.com 2003 Life Convention Birmingham, 9-11 November 2 Topics overview ? Where is the market heading? ? Growth ... read more >>
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- Author:
- Caroline Feaver; Joanne Wells
- Source:
- Life Convention 2003
Impaired annuities (Handout)
Impaired pension annuities; Immediate needs annuities 1 2003 Life Convention 9-11 November Impaired Annuities Caroline Feaver, Hannover Life Re (UK) Joanne Wells, Hannover Life Re (UK) Hilton Birmingham Metropole Hotel abcd Overview ? Market and product ... read more >>
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- Source:
- Track changes version
GN4: Insolvency of employers: safeguard of pension scheme contributions
GN4: Insolvency of Employers: Safeguard of Pension Scheme Contributions Classification Recommended Practice. Members are reminded that they must always comply with the Professional Conduct Standards, and that Guidance Notes impose additional ... read more >>
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- Author:
- Pensions Board
GN11: Retirement benefit schemes - transfer values. Version 9.0
This pensions Guidance Note has been adopted by the Board for Actuarial Standards. The latest version is available on the <a href\="http://www.frc.org.uk/bas/actuarial/index.cfm" target\="external">BAS website</a>. MAP/GN11 V9.0 ... read more >>
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- Author:
- Pensions Board\; Ronnie Bowie
GN11: Retirement Benefits - Transfer Values. Version 9.0. Covering letter
July, 2003 To All Members Dear Member GN11: Retirement Benefits – Transfer Values Introduction Legislation allows members of occupational pension schemes to obtain a transfer payment (a 'cash equivalent' payment) from their existing scheme to transfer ... read more >>
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- Author:
- Alison Brown
- Source:
- Pensions Convention 2003
Legal update (handout)
1 LEGAL UPDATE Alison Brown INTRODUCTION Schemes in Difficulty • Changing Benefits • Ceasing Accrual/Winding Up • Sales and Acquisitions Cash Equivalent Transfers Significant Recent Cases What’s Coming Up? SCHEMES IN DIFFICULTY Section ... read more >>
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- Author:
- Gerry Gallagher
- Source:
- Pensions Convention 2003
Pricing annuities (handout)
1 The Actuarial Profession 2003 Pensions Convention Pricing Annuities Gerry Gallagher 3rd June 2003 OBJECTIVES n Insight in to how life offices look at annuity business. n What’s changed over the last couple of years. n New ideas for pension scheme ... read more >>
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- Author:
- Tom Ross
- Source:
- Pensions Convention 2003
Where are we heading? (handout)
1 abcd 2003 Pensions Convention Where are we heading? Tom Ross President of the Faculty of Actuaries 1 - 3 June Grand Hotel, Brighton Where are we now? ? The balance between the roles of the State, employers and individuals is changing. ? Times are ... read more >>
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- Author:
- Cliff Speed; Andrew Smith
- Source:
- Pensions Convention 2003
Lessons from financial economics (handout)
1 abcd Pensions Convention 1 - 3 June 2003 Grand Hotel Brighton Lessons from Financial Economics Cliff Speed and Andrew Smith cliff.speed@hewittbaconwoodrow.com andrewdsmith8@bw-deloitte.com The Promise Cliff Speed and Andrew Smith will examine how ... read more >>
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- Author:
- Chris Mullen; Russell Agius
- Source:
- Pensions Convention 2003
Winding up practicalities (handout)
1 abcd Pensions Convention 2003 2 June 2003 WINDING UP PRACTICALITIES CHRIS MULLEN – PINSENTS RUSSELL AGIUS – HIGHAM GROUP AGENDA n Valuation : Gilt or Equity MFR n Transfer values n State benefits n Winding-up priorities n Debt on employer Gilt or ... read more >>
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- Author:
- Andrew Smith
- Source:
- Pensions Convention 2003
Simplicity, security and choice. Working and saving for retirement (handout)
1 Rt Hon Andrew Smith MP Secretary of State for Work and Pensions SIMPLICITY, SECURITY AND CHOICE Working and saving for retirement 1 Increasing life ... read more >>
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- Author:
- Simon Harris
- Source:
- Pensions Convention 2003
TMT 1999-2001: A bubble movie - an analysis of the biggest investment bubble in history! (handout)
1 G M O Q ua nt ita tiv e Re se ar ch abcd 2003 Pensions Convention 1 - 3 June Grand Hotel, Brighton TMT 1999 – 2001 A Bubble Movie An analysis of the biggest investment bubble in history! Simon Harris, GMO What happened: a reminder UK Equities G M O ... read more >>
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- Author:
- Sally Bridgeland
- Source:
- Pensions Convention 2003
Successful communication using behavioural finance (handout)
1 Pensions Convention C04 Successful Communication using Behavioural Finance Sally Bridgeland, Hewitt Bacon & Woodrow 2nd June 2003, The Grand Hotel Brighton Successful Communication using Behavioural Finance n Examine the irrational decisions that ... read more >>
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- Author:
- Ronnie Bowie
- Source:
- Pensions Convention 2003
Serving members' interests? (handout)
1 abcd 2003 Pensions Convention 1 - 3 June Grand Hotel, Brighton abcd Ronnie Bowie Serving Members Interests? Pensions Board Purpose ?High Standards ?Public Interest ?Plan of Action 2 What are members interests? Some practical examples ? Transfer ... read more >>
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- Author:
- Corporate Bonds Working Party, Pensions Board
Essentials of corporate bonds for pensions actuaries report
This report was prepared under the auspices of the Investment Committee of the Pensions Board of the Actuarial Profession. It is aimed at actuaries working in the pensions field and who wish to increase their knowledge of the UK corporate bond market. ... read more >>