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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- Author:
- Practising Certificates Committee
Scheme Actuary Certificate renewal application example
Example of the type of information to be included with an application for a Scheme Actuary Certificate. V1.0 updated 16 November 2011 for applications on or after 25 January 2012 Page 1 of 1 A. For Part 1 and Part 2 separately, please provide details ... read more >>
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- Author:
- Practising Certificates Committee
Scheme Actuary Certificate application example
Example of the type of information to be included with an application for a Scheme Actuary Certificate. V2.0 updated for applications on or after 01 September 2012 Page 1 of 2 Experience A. For Part 1 and Part 2 separately, give details of ... read more >>
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- Author:
- Practising Certificates Committee
Scheme Actuary Certificate application example
Example of the type of information to be included with an application for a Scheme Actuary Certificate. ... read more >>
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- Author:
- Professional regulation executive committee
Professional Regulation Executive Committee (2011). Communication to members on ACA tools for Pensions Actuaries in applying the TASs. Edinburgh: Institute and Faculty of Actuaries
This is the Profession's note to Pensions actuaries drawing to their attention some guidance from the Association of Consulting Actuaries (ACA) in relation to the Board for Actuarial Standards (BAS) Technical Actuarial Standards (TASs). Association ... read more >>
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Pensions Practice Executive Commitee (2011). Guidance to Scheme Actuaries in relation to the Transfers Appendix to the 2011/2012 PPF Levy Determination. Edinburgh: Institute and Faculty of Actuaries
This note from the Pensions Practice Executive Committee provides some non-mandatory guidance to Scheme Actuaries in relatino to the Transfers Appendix to the 2011/2012 PPF Levy Determination. Guidance to Scheme Actuaries in relation to the Transfers ... read more >>
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- Author:
- Pensions Board
GN48: Compliance review: Pensions. Version 2.1
PSD/GN48 V2.1 1 GN48: Compliance Review: Pensions MEMBERS ARE REMINDED THAT THEY MUST ALWAYS COMPLY WITH THE ACTUARIES’ CODE AND THAT GUIDANCE NOTES IMPOSE ADDITIONAL REQUIREMENTS UNDER SPECIFIC CIRCUMSTANCES. Classification Practice ... 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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Frequently asked questions
FAQs relating to the research call on employer covenants. Questions and Answers for Employer Covenants Research call What will the research be used for? It will be used in the actuarial profession’s response to EIOPA ad the Commission. Will also ... read more >>
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- Author:
- Practising Certificates Committee
Scheme Actuary Certificate renewal application example
Example of the type of information to be included with a renewal application for a Scheme Actuary Certificate. V1.0 updated 16 November 2011 for applications on or after 25 January 2012 Page 1 of 1 A. For Part 1 and Part 2 separately, please provide ... read more >>
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- Author:
- The Actuarial Profession
The role of your actuary in your pension scheme
A booklet which provides trustees of an approved UK occupational pension scheme with a broad overview of the role of their actuary. It does not cover personal pensions or small self-administered schemes. The Role of your Actuary in your pension ... 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:
- James Wintle
- Source:
- Pensions Convention 2006
The new scheme funding regime. Experiences so far (handout)
1 The new Scheme Funding regime Experiences so far James Wintle 5 June 2006 Agenda Summary of the new funding regime What does this mean in practice? Process and behaviors what is different? Not as easy as it seems Problems and issues Questions and ... read more >>