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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:
Institute and Faculty of Actuaries

Pensions - DC Advisory Group: Task and Person Specification

This document sets out the detailed task and person specification for volunteer members of the DC Advisory Group. The Institute and Faculty of Actuaries Pensions – DC Advisory Group Detailed Specific Task Description: The Institute and Faculty of ... read more >>

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Author:
Institute and Faculty of Actuaries

Pensions Practice Executive Committee (Board) Terms of Reference

This document sets out the Terms of Reference for the Pensions Practice Executive Committee (PPEC) which will be known as the Pensions Board from September 2013. Pensions Board Terms of Reference Overall Objective: To be a source of expertise within ... read more >>

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Author:
Institute and Faculty of Actuaries

Pensions Education and Continuing Professional Development Subcommittee Terms of Reference

This document sets out the Terms of Reference for the Pensions Education and Continuting Professional Development (ECPD) Subcommittee - as at May 2013 Pensions Education and Continuing Professional Development Subcommittee Terms of Reference The ... read more >>

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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 >>

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Author:
Deborah Cooper
Source:
ACA Pensions Conference

SAPS mortality experience - current data and trends

SAPS mortality experience - current data and trends. Update from SAPS Committee. © 2012 The Actuarial Profession  www.actuaries.org.uk Colour palette for PowerPoint presentations Actuarial Bright Green R148 G166 B31 Actuarial Slate R32 G44 B52* ... 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:
Consultations Group, (Helena Dumycz, lead staff member)
Source:
Consultation response (2013)

Consultation Response: Department for Work and Pensions. Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013

Consultation Response Department for Work and Pensisons The Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013 15 April 2013 About the Institute and Faculty of Actuaries The Institute and ... read more >>

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Author:
Consultations Group, (Phil Doggart, lead staff member)
Source:
Consultation response (2013)

Consultation Response: Department for Work and Pensions. The Transfer of Employment (Pension Protection) (Amendment) Regulations 2013

Consultation Response Department for Work and Pensions The Transfer of Employment (Pension Protection) (Amendment) Regulations 2013 5 April 2013 About the Institute and Faculty of Actuaries The Institute and Faculty of ... read more >>

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Author:
M Dowsey; D Roberts
Source:
Current Issues in Pensions, Bristol 25 April

IORP II

15/04/2013 1 © 2010 The Actuarial Profession  www.actuaries.org.uk Current issues in pensions – Spring 2013 Dave Roberts IORP II A new European Directive? April 2013 IORP Directive 2003: background 1 © 2010 The Actuarial Profession  ... read more >>

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Author:
R Hammond; W Handcock; C Lockyer; A Smith
Source:
Current Issues in Pensions, Bristol 25 April

Member options - getting it right

17/04/2013 1 © 2010 The Actuarial Profession  www.actuaries.org.uk Current Issues in Pensions Alan Smith Member Options Getting it right? 16 April 2013 Agenda 1 © 2010 The Actuarial Profession  www.actuaries.org.uk Working Party 2006 ... read more >>

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Author:
C Turnbull
Source:
Current Issues in Pensions, London, 16 April

Assessing sponsor covenant for the holistic balance sheet

11/04/2013 1 Market-Consistent Valuation of the Sponsor Covenant and its use in Risk-Based Capital Assessment Craig Turnbull FIA Current Issues in Pensions Background and Research Objectives 2 11/04/2013 2 Background: DB Pensions and Risk ... read more >>

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Author:
K Webster
Source:
Current Issues in Pensions, Manchester, 18 April

Cautionary tales

OC_UK/17281308.1 Cautionary Tales Keith Webster April 2013 Case Study 1: You are the appointed Scheme Actuary for a defined benefit pension scheme. The most recent actuarial valuation was as at 30 September 2011 and was signed off in October ... read more >>

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Author:
C Turnbull
Source:
Current Issues in Pensions, Manchester, 18 April

Assessing sponsor covenant for the holistic balance sheet

11/04/2013 1 Market-Consistent Valuation of the Sponsor Covenant and its use in Risk-Based Capital Assessment Craig Turnbull FIA Current Issues in Pensions Background and Research Objectives 2 11/04/2013 2 Background: DB Pensions and Risk ... read more >>

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Author:
K Webster
Source:
Current Issues in Pensions, London, 16 April

Cautionary tales

OC_UK/17281308.1 Cautionary Tales Keith Webster April 2013 Case Study 1: You are the appointed Scheme Actuary for a defined benefit pension scheme. The most recent actuarial valuation was as at 30 September 2011 and was signed off in October ... read more >>

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Author:
M Mollan
Source:
Current Issues in Pensions, Bristol 25 April

Improving DC member outcomes

11/04/2013 1 © 2010 The Actuarial Profession  www.actuaries.org.uk Current Issues in Pensions Marcus Mollan, Head of Solutions Research, LGIM Improving DC Member Outcomes April 2013 1 Introduction 11/04/2013 2 2 DC objectives and outcomes ... read more >>

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Author:
C Richardson and T Winterburn
Source:
Current Issues in Pensions, Bristol 25 April

Effective liability management

11/04/2013 1 © 2010 The Actuarial Profession  www.actuaries.org.uk Liability management: de-risking opportunities Current issues in pensions: spring 2013: Manchester/Bristol – Colin Richardson Edinburgh - Tony Winterburn London – Mark van ... read more >>