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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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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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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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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 >>

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Author:
Professional Regulation Executive Committee

Quality Assurance Scheme for Organisations: Consultation paper

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:
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:
Disciplinary Board, Institute and Faculty of Actuaries

Annual Report of the Disciplinary Board 2012

The Annual Report of the Institute and Faculty of Actuaries' Disciplinary Board sets out the main activities of the Board over the course of 2012.  It also sets out some of the key statistics which demonstrate how the disciplinary scheme is operating ... read more >>

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Author:
Professional Regulation Executive Committee
Source:
Professional Support Service User Guide

Professional Regulation Executive Committee, (2012). Professional Support Service - User guide v2. Edinburgh: Institute and Faculty of Actuaries

Professional Support Service User Guide Professional Support Service User Guide by Professional Regulation Executive Committee V2 July 2012 2 Contents 1. What is the Professional Support Service? 3 2. Who can use the PSS? 3 3. How ... read more >>

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Author:
Professional Regulation Executive Committee
Source:
Regulatory Framework

Professional Regulation Executive Committee (2011). Institute and Faculty of Actuaries' Regulatory Framework, Edinburgh: Institute and Faculty of Actuaries

This "tree" graphically illustrates the way in which the Institute and Faculty of Actuaries' Regulatory Framework works and sets out the statues of guidance/non-mandatory resource material produced by its regulatory arm. Institute and Faculty of ... read more >>

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Author:
Professional Regulation Executive Committee
Source:
Constitutional Framework

Professional Regulation Executive Committee (2011). Institute and Faculty of Actuaries' Constitutional Framework, Edinburgh: Institute and Faculty of Actuaries

Tis "tree" graphically illustrates the way the Institute and Faculty of Actuaries' Constitutional Framework works. Institute and Faculty of Actuaries’ (IFoA) Constitutional Framework The Royal Charter is the constitutional basis for the Institute and ... read more >>

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Author:
Professional Regulation Executive Committee
Source:
PSS User Guide

Professional Regulation Executive Committee, (2012). Professional Support Service - User guide v2. Edinburgh: Institute and Faculty of Actuaries

Professional Support Service User Guide Professional Support Service User Guide by Professional Regulation Executive Committee V2 July 2012 2 Contents 1. What is the Professional Support Service? 3 2. Who can use the PSS? 3 3. How ... read more >>

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Author:
Professional Regulation Executive Committee
Source:
PSS User Guide

Professional Regulation Executive Committee, (2012). Professional Support Service - User guide v2. Edinburgh: Institute and Faculty of Actuaries

Professional Support Service User Guide _GoBack Contents What is the Professional Support Service? The Professional Support Service (the PSS) is a free guidance service offered by the Institute and Faculty of Actuaries (IFoA) to its members. The ... read more >>

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Author:
Standards Review Committee

Standards Review Comittee: Appendix 3 - Style guidelines for the production of an IAN

Standards Approval Process – Version 4.0 Effective 17 December 2012 Style Guidelines for the Production of an Information and Assistance Note (IAN) Introduction The purpose of these guidelines is to assist those in the Profession who are ... read more >>

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Author:
Standards Review Committee

Standards Approval Process: Appendix 2 - Style guidelines for the production of an APS

Standards Approval Process – Version 4.0 Effective 17 December 2012 1 Style Guidelines for the Production of an Actuarial Profession Standard (APS) Introduction The purpose of these guidelines is to assist those in the Institute and Faculty of ... read more >>

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Author:
Standards Review Committee

Standards Approval Process: Appendix 1 - Proposal to the Standards Review Committee

Standards Approval Process – Version 4.0 Effective 17 December 2012 PROPOSAL To: The Standards Review Committee To draft an APS To draft an IAN To propose amendment to an APS To propose amendment to an IAN To delete an ... read more >>