Document library
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- Author:
- Pensions Board
Conflicts of interest - Pensions Actuaries. Statement of principles with which a future standard on conflicts of interest for pensions actuaries will deal
November 2007 CONFLICTS OF INTEREST – PENSIONS ACTUARIES 1. Appointments - general 1.1. If a member is to provide actuarial advice under a dual appointment, the relationship with both clients must not be such as would be likely to bring the member ... read more >>
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- Author:
- Pensions Board\; Gordon Sharp
Conflicts of interest - Pensions Actuaries
Covering letter from the Chairman of the Pensions Board. Faculty of Actuaries Maclaurin House 18 Dublin Street Edinburgh EH1 3PP Tel: +44 (0)131 240 1300 Fax: +44 (0)131 240 1313 e-mail: faculty@actuaries.org.uk www.actuaries.org.uk Institute of ... read more >>
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- Author:
- Nick Salter
- Source:
- Conflicts and other legal pitfalls for actuaries : Seminar, Staple Inn, 18 September 2007
Legal pitfalls for actuaries (handouts)
1 LEGAL PITFALLS FOR ACTUARIES 18 SEPTEMBER 2007, LONDON NICK SALTER BARNETT WADDINGHAM Overview ? Views from an expert witness ? Stay within your training ? Don’t give legal advice ? Be careful of conflicts ? Keep good records ? Check work ? ... read more >>
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- Author:
- Shane Whelan
- Source:
- Finance, Investment and Risk Management Conference 2007
The mis-selling of investment risk in mandatory pension savings (handouts)
1 The Mis-selling of Investment Risk in Mandatory Pension Savings Shane Whelan University College Dublin Outline ? Background/context ? A system to last 100 years and more ? Unusual internationally ? Ireland’s current system ? A snapshot of how it ... read more >>
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- Author:
- Stephen Yeo
- Source:
- Pensions Convention 2004
State pension provision - a suitable case for treatment? (handout)
1 State pension provision – A suitable case for treatment? Stephen Yeo Senior Consultant Watson Wyatt LLP (formerly Pensions Policy Adviser to the Conservative Party) State pension provision – A suitable case for treatment? ? Is means-testing ... read more >>
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- Author:
- Merryck Lowe
- Source:
- Pensions Convention 2007
Pitfalls and current issues in employer covenants
Pi tfa lls an d Cu rr en t I ss u es in Em pl oy er Co ve n an ts M er ry ck Lo w e Ag en da Pi tfa lls an d cu rr en t i ss u es in em pl o ye r co v en an t a ss es sm en ts : square4 W ho ca n yo u co u n t ... read more >>
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- Author:
- Anne Swift
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- Defined contribution seminar, 8 May 2007
DC investment options (handouts)
1 DC Investment Options Anne Swift - BlackRock Agenda ? DC investment objectives ? A typical fund range ? Communicating the fund range ? Defaults and lifestyle ? Alternative strategies DC Investment Objectives “In selecting funds to offer as ... read more >>
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- Author:
- Iain Currie
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- Mortality and longevity seminar, 26 April 2007
Smoothing and forecasting mortality rates with P-splines (slides)
Smoothing and Forecasting Mortality Rates with P-splines Iain Currie Heriot Watt University London, April 2007 Manchester, May 2007 Data and problem • Data: CMI assured lives – Age: 20 to 90 – Year: 1947 to 2002 • Problem: ... read more >>
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- Author:
- Adrian Gallop
- Source:
- Mortality and longevity seminar, 26 April 2007
Population mortality and projections (handouts)
1 Population mortality and projections Adrian Gallop ONS/GAD Population mortality and projections ? Historical data ? Mortality projection methodology ? Assumptions ? Results from 2004-based population projections ? Comparison with CMI tables ? ... read more >>
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- Author:
- Dave Grimshaw; Brian Wilson
- Source:
- Mortality and longevity seminars, April 2007
CMI Mortality investigations
Life office mortality investigations, by Dave Grimshaw; Self-administered pensions mortality investigation, by Brian Wilson; Mortality projections, by Dave Grimshaw CMI Mortality Investigations London 26 April 2007 CMI Mortality Investigations ?Life ... read more >>
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- Author:
- Albert Shamash
- Source:
- Mortality and longevity seminar, 26 April 2007
Mortality and longevity securitisation (handouts)
1 Mortality and Longevity Securitisation Albert Shamash Insurance and Pensions Solutions Group Dresdner Kleinwort Agenda I. Securitisation II. Mortality cat bonds III. Longevity securitisation IV. Annuity securitisation V. The future… What is ... read more >>
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- Author:
- Faculty of Actuaries Students Society
- Source:
- Our changing future discussion series
Current topics 2007 (FASS). Pensions
Our Changing Future discussion series and the Faculty of Actuaries Students’ Society March 2007 Current Topics Pensions Authors This paper was prepared by Adrian Jones, Paul Johnston, Catherine Hildebrand and Oliver King, with ... read more >>
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- Author:
- Pensions Board
GN29: Occupational pension schemes - advisers to the trustees. Version 7.0
This pensions Guidance Note has been retained by the Actuarial Profession. PSD/GN29 V7.0 ... read more >>
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GN29: Occupational pension schemes - Advisers to the trustees. Version 7.0. Track changes copy
This copy of GN29 shows the track changes between versions 6.0 and 7.0. Version 7.0 comes into effect on 1 April 2007. B29.1 GN29: Occupational Pension Schemes - Advisers to the Trustees Classification Practice Standard MEMBERS ARE REMINDED ... read more >>
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- Author:
- Pensions Board\; Gordon Sharp
GN29: Occupational pension schemes - Advisers to the trustees. Version 7.0. Covering letter
Version 6.0 of GN29, which was entitled <i>Occupational pension schemes - Advisers to the trustees or a participating employer,</i> came into effect on 6 April 2005 as a Fast Track Guidance Note. An Exposure Draft, EXD71, <i>Occupational ... read more >>
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No suggestion that actuaries were at fault.
Letter to the Editor of the Financial Times from the Presidents of the Faculty of Actuaries and Institute of Actuaries Faculty of Actuaries Maclaurin House 18 Dublin Street Edinburgh EH1 3PP Tel: +44 (0)131 240 1300 Fax: +44 (0)131 240 1313 e-mail: ... read more >>
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- Author:
- Pensions Board
GN11: Retirement benefit schemes - transfer values. Version 9.0. Track changes version
This copy of GN11 shows the track changes between versions 8.1 and 9.0. MAP/GN11 V8.1 B11.1 THIS IS A TRACK CHANGES DOCUMENT AND NOT PART OF THE MANUAL OF ACTUARIAL PRACTICE GN11: Retirement Benefit Schemes - Transfer Values Classification ... read more >>
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- Author:
- Christopher Nichols
- Source:
- Our changing future meeting in Scotland
Liability-driven investment
Christopher Nichols FFA Investment Director, Strategic Solutions Standard Life Investments This communication is intended for investment professionals only and must not be relied on by anyone else. 2 Liability Driven Investment • Liability Driven ... read more >>
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- Author:
- Shajahan Alam
- Source:
- Our changing future meeting in Scotland
UK pensions - where are we now?
watsonwyatt.com Edinburgh January 2007 Shajahan Alam –Watson Wyatt Investment Consulting UK Pensions – where are we now? Copyright © Watson Wyatt Worldwide. All rights reserved 2 UK pensions – where are we now? Why we are here LDI bandwagon ... read more >>