Document library
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- Author:
- Fraser Low
- Source:
- Pensions Convention 2003
Compliance review: peer review of the work of pensions actuaries (handout)
1 abcd Compliance Review: Peer Review of the work of pensions actuaries Pensions Conference Brighton - June 2003 Compliance Review n Draft Principles of Guidance to Pensions Actuaries n Guidance Note will set out principles rather than be ... read more >>
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- Author:
- Glyn Jenkins
- Source:
- Pensions Convention 2003
Giving expert evidence (handout)
1 abcd 2003 Pensions Convention 1 - 3 June Grand Hotel, Brighton 2 Introduction 1. Why do we need experts? 2. The Court’s approach 3. What does the lawyer look for? 4. What should the expert worry about? 5. Use of a Devil’s Advocate 6. Drafting the ... read more >>
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- Author:
- Gillian Sutherland
- Source:
- Pensions Convention 2003
How analysts use corporate information (handout)
1 abcd Financial Services How analysts use corporate information Gillian Sutherland UBS Warburg June 2003 abcd Financial Services 1 This presentation…. ♦ General overview of an analyst’s role ♦ Adjustments made to financial statements ♦ Techniques ... read more >>
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- Author:
- Rachel Low; Wallace Law; David Unsworth
- Source:
- Pensions Convention 2004
Occupational Pensions Regulatory Authority (handout)
7/29/2009 1 Occupational… Actuarial Profession Annual Pension Conference Sheraton Hotel, Heathrow, Monday 7 June 2004 Pensions… Regulatory… 7/29/2009 2 Authority… protecting pensions… Rachel Low Senior Policy Executive, Opra Wallace Law Actuary, ... read more >>
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- Author:
- Rachel Low
- Source:
- Pensions Convention 2004
Reporting to the Occupational Pensions Regulatory Authority (OPRA) (handout)
1 reporting to Opra Rachel Low Senior Policy Executive reporting to Opra ? why now ? new regulator will build on foundations; ? reporting provisions will be similar; but ? trustees will have a legal duty to report s48 ? reasonable cause to ... read more >>
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- Author:
- Ian Capper; Matthew Parker
- Source:
- Pensions Convention 2005
Insured and other small defined benefit (DB) schemes - are they different? (handout)
1 Annual Pensions Convention 2005 The De Vere Grand Hotel, Brighton, 5-7 June Insured and Other Small DB Schemes - Are they Different? IAN CAPPER & MATTHEW PARKER What is a small scheme? How significant is the market? Some characteristics Impact of ... read more >>
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- Author:
- Martyn Atkinson; Phil Turner
- Source:
- Pensions Convention 2005
Setting valuation bases: putting the latest thinking into practice (handout)
1 Setting valuation bases Putting the latest thinking into practice Martyn Atkinson & Phil Turner Mercer Human Resource Consulting 2 30 December 2005 Discuss project plan 3 Action plan for 31 March 2006 actuarial valuation Task 1. Discuss plan ... read more >>
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- Author:
- David Martin
- Source:
- Pensions Convention 2005
Monitoring scheme actuaries (handout)
1 Monitoring Scheme Actuaries David Martin Brighton Pensions Convention June 2005 Monitoring Scheme Actuaries ? Compliance Review (Peer Review) ? Revalidation of Professional Competence ? Work Based Skills ? Practice Modules ? CPD ? Practising ... read more >>
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- Author:
- Bhargaw Buddhdev
- Source:
- Pensions Convention 2005
Finance Act 2004: Pensions issues for senior executives (handout)
1 Aon Consulting Limited is authorised and regulated by the Financial Services Authority Finance Act 2004: Pension Issues for Senior Executives Bhargaw Buddhdev Principal & Actuary, Aon Consulting Bhargaw Buddhdev Principal & Actuary Aon ... read more >>
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- Author:
- Sian Barr; Damian Morrish
- Source:
- Pensions Convention 2005
Pre-Pension Protection Fund (PPF) wind-ups: practicalities and processes (handout)
1 Annual Pensions Convention 2005 The De Vere Grand Hotel, Brighton, 5-7 June Pre-PPF Wind-Ups: Practicalities and Process Siân Barr Damian Morrish Wind-ups Today: Tricky Situations Allocating a share of fund Partial securing of GMPs Deemed ... 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:
- Sara Protheroe; Duncan Hale
- Source:
- Pensions Convention 2006
Pension Protection Fund levies - past, present and future (handout)
1 Pension Protection Fund Levies past, present and future Sara Protheroe, Pension Protection Fund Duncan Hale, D&B Initial Levy 2005/6 c.11,000 schemes billed c.£140m total levy payable Lessons learned Separate scheme based and risk based levy ... read more >>
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- Author:
- Andrew Young
- Source:
- Pensions Convention 2006
Clearance - are we all clear about it? (handout)
1 Clearance - are we all clear about it? Andrew Young The Pensions Regulator Pension Protection Fund Government Actuary s Department Anti-avoidance Legislation : Objectives Ensure companies stand behind their pension promises Liabilities do not fall ... read more >>
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- Author:
- Bhargaw Buddhdev
- Source:
- Pensions Convention 2006
Pensions for senior executives: Changes after A day (handout)
1 Aon Consulting Limited is authorised and regulated by the Financial Services Authority PENSIONS for Senior Executives : Changes after A day Bhargaw Buddhdev Principal & Actuary, Aon Consulting Agenda Executives Developing a policy Some ... read more >>
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- Author:
- Robert West
- Source:
- Pensions Convention 2005
Age discrimination in pension schemes (handout)
1 Annual Pensions Convention 2005 The De Vere Grand Hotel, Brighton, 5-7 June Age Discrimination in Pension Schemes By Robert West Partner and Head of the Pensions Department, Baker & McKenzie The European Employment Directive (27 November 2000) ? ... read more >>
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- Author:
- Clive Fortes
- Source:
- Pensions Convention 2005
Finance Act 2004: Looking after the ordinary member (handout)
1 Finance Act 2004 Looking after the ordinary member Clive Fortes Partner Hymans Robertson LLP Agenda Overview New design opportunities Administration implications What are others doing What s next? Overview 2 The new regime Lifetime Fund ... 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:
- 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:
- Richard Soldan
- Source:
- Pensions Convention 2003
Implementing accounting standards (handout)
1 abcd 2003 Pensions Convention Implementing accounting standards Richard Soldan FRS17 in 2002 - what have we seen? n Deficits n Poor equity performance n P&L and STRGL n Assumptions n expected equity returns n discount rate Balance sheet ... read more >>