Document library

PDF file icon
Author:
International Actuarial Association

Note on enterprise risk management (ERM) for capital and solvency purposes in the insurance industry

This Note has been developed by the IAA for insurers to support the Standards and Guidance materials developed by the International Association of Insurance Supervisors (IAIS) for supervisors. It draws on industry experience, supervisors’ supervisory ... read more >>

PDF file icon
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 >>

PDF file icon
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 >>

PDF file icon
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 >>

PDF file icon
Author:
Conflicts of Interest Working Party

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 >>

PDF file icon
Author:
Institute and Faculty of Actuaries

Finance and Investment Board - Terms of Reference

This document sets out the objectives of the Finance and Investment Board (formerly known as Practice Executive Committee (PEC)). Finance and Investment Board Terms of Reference Overall Board Objective: To be a source of expertise within the ... read more >>

PDF file icon
Author:
Conflicts of Interest Working Party

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 >>

PDF file icon
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 >>

PDF file icon
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 >>

PDF file icon
Author:
A Rubenstein

Pensions investment in infrastructure, Alan Rubenstein

12/04/2013 1 © 2010 The Actuarial Profession  www.actuaries.org.uk [Infrastructure seminar] Alan Rubenstein Our foundations for infrastructure 11 April 2013 Background to the PPF • 106% funded (31/1/13) • £18bn balance sheet liabilities ... read more >>

PDF file icon
Author:
R Gardner

Pensions investment in infrastructure, Robert Gardner

12/04/2013 1 Private & Confidential Pensions Investment in Infrastructure 11 April 2013 Pensions Investment in Infrastructure Robert Gardner Co-CEO of Redington 1 Private & Confidential Pensions Investment in Infrastructure 11 April ... read more >>

PDF file icon
Author:
J Segars

Pensions Infrastructure Platform, NAPF

12/04/2013 1 Joanne Segars, NAPF Pensions Infrastructure Platform “British pension funds for British infrastructure…” 12/04/2013 2 Current Trends Percentage of assets invested in infrastructure Average percentage invested per fund 0 0.5 1 1.5 ... read more >>

PDF file icon
Author:
Council

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 >>

PDF file icon
Author:
Consultations Group, (Helena Dumycz, lead staff member)
Source:
Consultation response (2013)

Consultation Response: Financial Services Authority. CP12/38 Mutuality and with-profits funds: A way forward

Consultation Response Financial Services Authority CP12/38: Mutuality and With-Profits Funds: A Way Forward 19 March 2013 About the Institute and Faculty of Actuaries The Institute and Faculty of Actuaries is the chartered ... read more >>

PDF file icon
Author:
Paul Sweeting
Source:
British Actuarial Journal [BAJ] (2007) 13: 579-636
PDF file icon
Author:
Steven Haberman and Andres Villegas
Source:
Mortality Thought Leadership Seminar Series: Socioeconomic Inequalities in Mortality and Longevity

On the Modelling and Forecasting of Socio-economic Mortality Differentials: An Application to Deprivation and Mortality in England

14/03/2013 1 © 2010 The Actuarial Profession  www.actuaries.org.uk Colour palette for PowerPoint presentations Actuarial Bright Green R148 G166 B31 Actuarial Slate R32 G44 B52 * Secondary Olive Green R120 G162 B47 Secondary colour ... read more >>

PDF file icon
Author:
Peter Goldblatt
Source:
Mortality Thought Leadership Seminar Series: Socioeconomic Inequalities in Mortality and Longevity

Taking Action on the Social Determinants of Health

14/03/2013 1 Socioeconomic inequalities in mortality and longevity Peter Goldblatt Taking action on the Social Determinants of Health 12 March 2013 Thanks to Ruth Bell www.instituteofhealthequity.org 14/03/2013 2 The Commission on ... read more >>

PDF file icon
Author:
David Blane
Source:
Mortality Thought Leadership Seminar Series: Socioeconomic Inequalities in Mortality and Longevity

Life Course Influences on Old-age Longevity: Drivers of Socioeconomic Differences

14/03/2013 1 Life course influences on old-age longevity: drivers of socioeconomic differences. David Blane. ESRC International Centre for Life Course Studies in Society and Health (ICLS). Background. • The recent increase in life expectancy ... read more >>

Microsoft Word file icon

Call for research: Project to develop a method of assessing basis risk for longevity transactions

The Life & Longevity Markets Association ("LLMA") and Institute and Faculty of Actuaries today calls for proposals for a research project to develop an industry benchmark for understanding Longevity Basis Risk. Call for Proposals for a Research ... read more >>

PDF file icon
Author:
Consultations Group, (Helena Dumycz, lead staff member)
Source:
Consultation response (2013)

Consultation Response: The Money Advice Service, Draft Business Plan 2013/14

The proposal outlines the Service’s plans to get more people saving, managing debt and protecting what they own - with almost half a million outcomes.  A key focus will be on getting younger and low-middle income families more financially savvy, with ... read more >>