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Author:
Institute and Faculty of Actuaries

The Actuaries' Code (October 2009)

The Actuaries’ Code A modern statement of principles for a growing profession Version 1.0 (October 2009) The Code, which came into force on 1 October 2009, sets out 5 core principles which actuaries are expected to observe in their ... read more >>

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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 >>

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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
Source:
IFoA

Vettor's Guidelines

This document explains the role vettor’s are expected to play when reviewing The Actuary. ... read more >>

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Author:
Disciplinary Board, Institute and Faculty of Actuaries
Source:
Disciplinary Board

Guidance on Time Frames for Investigations and Proceedings under the Disciplinary Scheme

Guidance on Time Frames for Investigations and Proceedings under the Disciplinary Scheme The Disciplinary Board SETTING AND MONITORING TIME FRAMES FOR INVESTIGATIONS AND PROCEEDINGS UNDER THE DISCIPLINARY SCHEME (Version 3.0) The Disciplinary Board ... read more >>

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Scottish Independence: some questions from the Institute and Faculty of Actuaries

Scottish Independence: some questions from the Institute and Faculty of Actuaries This document sets out questions from the Institute and Faculty of Actuaries on the subject of the referendum on Scottish Independence to be held in September 2014.  It ... read more >>

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Author:
The Institute and Faculty of Actuaries
Source:
Exam pass list

List of successful candidates qualifying in various categories, May 2013

List of successful candidates passing the exams required for the Fellowship and Associateship, the Diploma in Actuarial Techniques and the Certificate in Finance and Investment (CFI). May 2013 List of candidates completing the CT, CA, ST and SA series ... read more >>

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Author:
Institute and Faculty of Actuaries

Heath and Care Practice Executive Committee (Board) - Task and Person Specification for the role of Chair

This document sets out the task and person specification details for the volunteer role of Chair of the Health and Care Practice Executive Committee (PEC).  Please note:  this Committee will be changing its name to Health and Care Board, from ... read more >>

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Author:
Institute and Faculty of Actuaries

Health and Care Practice Executive Committee (Board) Terms of Reference

This document sets out the Terms of Reference for the Health and Care Practice Executive Committee (PEC).  Please note, this Committee will be changing its name to the Health and Care Board, from September.  Health and Care Board Terms of ... read more >>

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Author:
Institute and Faculty of Actuaries

Letter from Adrian Waddingham CBE - "Supporting Actuarial Education in Ghana"

This is a letter which was sent in January 2013 by Adrian Waddingham, CBE, Past Master, The Worshipful Company of Actuaries. THE WORSHIPFUL COMPANY OF ACTUARIES (Incorporated under Royal Charter) Adrian Waddingham CBE, Past Master 3rd ... 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:
Professional Regulation Executive Committee

Quality Assurance Scheme for Organisations: Consultation package

Quality Assurance Scheme for Organisations New policy proposals by the Professional Regulation Executive Committee Exposure Draft ED 30 Consultation paper May 2013 Contents 1. Introduction and background 1 2. Proposals 2 3. Questions 7 ... read more >>

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Author:
Professional Regulation Executive Committee

Quality Assurance Scheme for Organisations: Monitoring Proposals

Quality Assurance Scheme Proposals for Monitoring the Application of Actuarial Profession Standard APS Q1: Organisations and Employers of Actuaries by the Professional Regulation Executive Committee May 2013 1 Introduction Quality ... read more >>

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Author:
Professional Regulation Executive Committee

Quality Assurance Scheme for Organisations: Participation Agreement

DRAFT 1 Quality Assurance Scheme for Organisations Participation Agreement with [XYZ] 1. Background 1.1 The Institute and Faculty of Actuaries (“the IFoA”) has primary responsibility for regulating its members (“Members”), in the public ... read more >>

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Author:
Professional Regulation Executive Committee

Quality Assurance Scheme for Organisations: Operational Guide

Quality Assurance Scheme for Organisations Operational Guide by the Professional Regulation Executive Committee May 2013 1 The Institute and Faculty of Actuaries (IFoA) Quality Assurance Scheme recognises employers of actuaries that ... read more >>

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Author:
Professional Regulation Executive Committee

Quality Assurance Scheme for Organisations: Guide for APS Q1

Quality Assurance Scheme Guidance for APS Q1: Organisations and Employers of Actuaries by the Professional Regulation Executive Committee May 2013 Contents Introduction 1 1. Quality assurance (including peer review) 2 2. Engagement ... read more >>

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Author:
Professional Regulation Executive Committee

Quality Assurance Scheme for Organisations: APS Q1

Exposure Draft ED 30 of APS Q1: Organisations and Employers of Actuaries 1.0, effective xx 2013 Exposure Draft ED 30 of APS Q1: Organisations and Employers of Actuaries Draft as at 1 May 2013 Author: Professional Regulation Executive Committee ... read more >>