Document library
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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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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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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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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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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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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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Pensions Standards Committee and Conflicts of Interest Working Party (2012). APS P1: Duties and Responsibilities of Members Undertaking Work In Relation to Pension Schemes. Edinburgh: Institute and Faculty of Actuaries
This Actuarial Profession Standard (APS) is Version 2.0 of APS P1: Duties and Responsibilities of Members Undertaking Work In Relation to Pension Schemes. It was published on 29 June 2012 and takes effect from 1 July 2013. APS P1: Duties ... read more >>
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Conflicts of Interest Working Party (2012). Email to members re the Conflicts of Interest Package 2 July 2012. Edinburgh: Institute and Faculty of Actuaries
This is a copy of the email sent to all members regarding the conflicts of interest package on 2 July 2012. Conflicts of interest email to all members 2 July 2012 Conflicts of Interest The Conflicts of Interest Working Party has now put the final ... read more >>
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Council (2012). Tracked-changed version of the Disciplinary Scheme. Edinburgh: Institute and Faculty of Actuaries
This is the tracked-changed version of the Disciplinary Scheme containing amendments to reflect the restructure of the Financial Reporting Council which will be put to members at the AGM. 1 INSTITUTE AND FACULTY OF ACTUARIES DISCIPLINARY SCHEME ... read more >>
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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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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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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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Standards Review Committee (2011). Professional Standards Directory Update 24. Edinburgh: Institute and Faculty of Actuaries
This is the Professional Standards Directory Update 24 issued to all members on 1 September 2011 setting out changes to the professional standards which members are to follow. Professional Standards Directory Update 24 1 September 2011 1 ... read more >>
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Jim Sutcliffe (2011). Letter from Chairman of the Board for Actuarial Standards to the President regarding adopted Insurance, Life, Funeral Plans and Pensions Guidance Notes. London: Board for Actuarial Standards
This letter is from Jim Sutcliffe, Chairman of the Board for Actuarial Standards (BAS) to the President of the Institute and Faculty of Actuaries regarding the phased withdrawal of the BAS-adopted General Insurance, Life, Funeral Plans and Pensions-related ... read more >>
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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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Professional Regulation Executive Committee (2011). Consultation Feedback and Responses to ED25: APS P2. Edinburgh: Institute and Faculty of Actuaries
This document contains the feedback received from respondents to the ED25: APS P2 Compliance review: pensions along with comments from the Pensions APS Working Party of the Professional Regulation Executive Committee and mapping of the Actuarial Quality ... read more >>
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Pensions APS Working Party (2011). APS P2: Compliance Review: Pensions. Edinburgh: Institute and Faculty of Actuaries
This Actuarial Profession Standard (APS) is Version 1.0 of APS P2: Compliance Review: Pensions. It was published on 1 March 2011 and takes effect from 1 April 2011. APS P2: Compliance Review: Pensions Version 1.0, effective 1 April 2011 1 ... 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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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 >>