Document library

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 >>

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 >>

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 >>

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 >>

YAS talk 'Decommissioning of pensions liabilities'

Decommissioning of pensions liabilities A career in ascent JAY SHAH CLIVE WELLSTEED 12 TH FEBRUARY 2013 Scheme Closures CLOSED TO NEW MEMBERS CLOSED TO FUTURE ACCRUALS OPEN WINDING UP *figures from PPF 7800 index Fragmentation and Inefficiency Admin ... read more >>

YAS talk 'Hedging the risk-free rate under Solvency II'

Hedging the risk-free rate under Solvency II Paul Collins & Emily Penn Presentation to Yorkshire Actuarial Society 16 January 2013 2 Say hello to our working party Remit • Why hedge the risk-free rate? • How to hedge rates exposure in Solvency II ... read more >>

YAS talk May 2013 'Great brands know what they stand' for, presented by Philip Scott

Great brands know what they stand for. Philip Scott President of the Institute and Faculty of Actuaries 21 May 2013 Agenda • Why we have refreshed our brand • Why brand is important • Issue of brand damage – case of Equitable Life • Brand ... read more >>

Author:: Institute and Faculty of Actuaries

Source:: IFoA

Complete FAQ document

This is the final FAQ document with answers to questions posed by the membership on the proposed Certified Actuarial Analyst membership category and qualification. Complete FAQ document – Certified Actuarial Analyst proposals What is the difference ... read more >>

AGM 2013 notice

Notice is hereby given that the ANNUAL GENERAL MEETING of the INSTITUTE AND FACULTY OF ACTUARIES will be held at Staple Inn Hall, High Holborn, London on Monday 24 June 2013 at 4.45 pm (preceded by tea from 4.15 pm) and followed by a ... read more >>

Author:: Institute and Faculty of Actuaries. Consultations Group, (Phil Doggart, lead staff member)

Consultation response. Ministry of Justice. Damages Act 1996: the discount rate - review of the legal framework

Damages Act 1996 – The Discount Rate questionnaire (02.13) 1 Damages Act 1996 – The Discount Rate Consultation paper Questionnaire We would welcome responses to the following questions set out in this consultation paper, either generally or ... read more >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>