Document library
-
- Author:
- Life Board
GN42: The reviewing actuary. Version 2.1. Effective 1 December 2008
This life insurance Guidance Note was adopted by BAS on 19.05.06. Re-adopted by The Actuarial Profession on 01.12.08 and issued as Version 2.1 to reflect updated references to legislation. PSD\GN42 V2.1 ... read more >>
-
- Author:
- Pensions Board
GN51: Retirement benefit schemes - modification of subsisting rights without consent. Version 1.1
This pensions Guidance Note was adopted by BAS on 06.04.07 and re-adopted by The Actuarial Profession on 01.12.08. Superseded by Version 1.2 which included minor, non technical drafting changes PSD\GN51 V1.1 1 GN51: Retirement Benefit Schemes – ... read more >>
-
- Author:
- Pensions Board
GN51: Retirement benefit schemes - modification of subsisting rights without consent. Version 1.2.
This pensions Guidance Note was adopted by BAS on 06.04.07 and re-adopted by The Actuarial Profession on 01.12.08. Re-issued as Version 1.2 to include minor non technical drafting changes PSD\GN51 V1.2 1 GN51: Retirement Benefit Schemes – Modification ... read more >>
-
- Author:
- Life Board
GN39: General responsibilities of and relationships between actuarial function holders, with-profits actuaries, appropriate actuaries, and reviewing actuaries, of UK life insurance firms and friendly societies. Version 2.1.
This life insurance Guidance Note was adopted by BAS on 19.05.06 and re-adopted by The Actuarial Profession on 01.12.08 PSD\GN39 V2.1 ... read more >>
-
- Author:
- Life Office Taxation Working Party
Pre-budget report, November 2008: (Almost) no news for insurers
This year's pre-Budget Report had been expected to involved material tax changes and an expansion of public spending to boost the economy. In the end it proved very uninteresting, with little to affect the taxation of life insurance companies. Pre-Budget ... read more >>
-
- Author:
- Life Office Taxation Working Party\; Matthew Taylor
Taxation of long-term business
This paper seeks to provide a high level description of the taxation of long-term business in the United Kingdom. Taxation of long-term business (November 2008) Introduction This paper seeks to provide a high level description of the taxation of ... read more >>
-
- Author:
- Pensions Practice Executive Committee
- Source:
- Consultation response
European Commission Internal Market and Services DG: Consultation on the harmonisation of solvency rules applicable to Institutions for Occupational Retirement Provision (IORPs) covered by Article 17 of the IORP Directive and IORPs operating on a cross-bo
consultation response November 2008 EUROPEAN COMMISSION Internal Market and Services DG Consultation on the Harmonisation of Solvency Rules applicable to Institutions for Occupational Retirement Provision (IORPs) covered by Article 17 of ... read more >>
-
- Source:
- Credit ratings networking evening, 27 November 2008
-
Enterprise Risk Management (ERM) Practice Area and Risk Management Interest Group (RMIG), Newsletter 7. November 2008
ERM Practice Area and Risk Management Interest Group (RMIG) November 2008 • Introduction • Credit Ratings networking evening – 27 November 2008 • Global ERM Webinar – 10 December 2008 • Materials of potential interest Introduction The ... read more >>
-
- Author:
- Chris Collins
- Source:
- Current issues in pensions seminar, 25 November 2008
Pension Protection Levy: Developments this autumn
1 Pension Protection Levy: Developments this autumn Chris Collins, Head of Levy Policy Pension Protection Fund Immediate developments: Invoicing and electronic data capture Invoicing 2008/09 ? Invoicing began on 26 September 2008 ? Range of ... read more >>
-
- Author:
- Chris Collins
- Source:
- Current issues in pensions seminar, 25 November 2008
Pension Protection Levy: Developments this autumn
GIRO XXX 2003 Convention US D&O and PI 14-17 October 2003 City Hall, Cardiff Doug Collins Tillinghast – Towers Perrin 71 High Holborn London WC1V 6TH 0207 170 2162 GIRO XXX 2003 Convention US D&O, E&O and Med-Mal Liability Douglas ... read more >>
-
- Author:
- Jane Boorman
- Source:
- The End of the Pension Scheme seminar, 25 November 2008
Data cleansing. A case study
1 1 © May not be reproduced without permission of Financial Ombudsman Service Ltd Institute of Actuaries - Warwick Tony Boorman Principal Ombudsman from the Financial Ombudsman Service 2 © May not be reproduced without permission of Financial ... read more >>
-
- Author:
- Peter Tuley
- Source:
- Sessional meeting paper
-
- Author:
- Peter Tuley
- Source:
- Sessional meeting paper
Management actions in a with-profits fund
The management of a fund requires a number of decisions as to the fair treatment of policyholders. This paper first considers the difference between the regulatory equirement to treat customers fairly and the longstanding concept within the profession of ... read more >>
-
- Source:
- Faculty Sessional Meeting, 17 November 2008
-
- Author:
- Peter Banthorpe\; David Harrison
- Source:
- Life Convention 2008
Multi dimensional modelling
1 The 3rd Younger Members Convention 29-30 November 2004, The Chesford Grange Hotel, Kenilworth The World Of Health Protection Peter Banthorpe Business Development Actuary, Munich Re UKLB Institute of Actuaries Healthcare Conference Organising ... read more >>
-
- Author:
- Richard Higham
- Source:
- Life Convention 2008
Professional negotiating
1 Professional selling: Aspiration or contradiction? Richard Higham International Sector Head: Financial & Professional Services Mercuri International Why grow? ?“Revenue growth is the primary driver of shareholder value and the number one challenge ... read more >>
-
- Author:
- Jason Curtis; David Dullaway
- Source:
- Life Convention 2008
Why actuarial projects fail and what we can do about it
1 If Ray Mears was an investor would he invest the way investors do? David Curtis Head of Sub-Advisory Goldman Sachs Asset Management 1 Agenda • Importance of investment • Trends in asset management • Implications for wrap ⎯ New products ⎯ ... read more >>
-
- Author:
- Benedict Carr\; Mark Chaplin\; Neil Chapman\; Alberto Corinti
- Source:
- Life Convention 2008
Solvency II insights from key stakeholders
1 Simplified Income Protection: How Holloway can help Andy Chapman, CEO Pioneer Holloway Plans – Outline Founder: George Holloway, late 19th Century ?Mill workers in Gloucestershire ?Mutual status ?Income protection with investment element ... read more >>
-
- Author:
- Colin Ledlie\; Raj Singh
- Source:
- Life Convention 2008
Enterprise risk management: A view from two Chief Risk Officers (Key Topics Workshop)
1 Variable Annuity Working Party Update for Professional Seminar 28/09/07 Working Party Key Objectives ?Produce a Paper for presentation to sessional meetings of the Faculty and Institute in March 2008 ?Established as a Working Party under the Finance, ... read more >>