Document library

PDF file icon
Author:
J Reeve
Source:
Momentum 2013

Masterclass 2D: Why Does Client Management Matter?

02/12/2013 1 Why Does Client Management Matter? John Reeve 02 December 2013 Client Management John Reeve Senior Consultant 02/12/2013 2 Doing what comes naturally Plan for the session What is Client Management? Why is Client ... read more >>

PDF file icon
Author:
IFoA

Task and Person Specification - Health and Care Research Committee - Deputy Chair

This document contains the details of the Task and Person Specification for the volunteer role of Deputy Chair on the Health and Care Research Committee. Deputy Chair – Health and Care Research Committee The Institute and Faculty of Actuaries (IFoA) is ... read more >>

PDF file icon
Author:
IFoA

Task and Person Specification - Health and Care Research Committee - Committee Member

This document contains the details of the Task and Person Specification for the volunteer role of member on the Health and Care Research Committee. The Institute and Faculty of Actuaries Committee Member – Health and Care Research Committee The ... read more >>

PDF file icon
Author:
J Lazarus
Source:
Momentum 2013

Masterclass 2B: Values - An Invaluable Tool

28/11/2013 1 ‘Values’: An Invaluable Tool Jeremy Lazarus Director, The Lazarus Consultancy Ltd 5 December 2013. © The Lazarus Consultancy Ltd 2013 What we will cover •Why is this topic useful for you? Why are you here? •What are ‘Values’? ... read more >>

PDF file icon
Author:
J Lazarus
Source:
Momentum 2013

Masterclass 1B: Gaining the Essential Buy-in from Clients

28/11/2013 1 Gaining buy-in when you present Jeremy Lazarus Director, The Lazarus Consultancy Ltd 5 December 2013. © The Lazarus Consultancy Ltd 2013 What we will cover •Why is this topic useful for you? Why are you here? •Assumptions about ... read more >>

PDF file icon
Author:
H Tapper
Source:
Momentum 2013

A01 The Future of UK Pensions

28/11/2013 1 The future of pensions Henry Tapper 5 December 2013 How big is society? Can we organise personal pensions? Is pooling dead? Who cares for the demented? Is social media any use? Can big data help little old me? 4 December 2013 ... read more >>

PDF file icon
Author:
S Allan; S Grout; S Mitchell
Source:
Momentum 2013

Plenary 4 All Abroad?

27/11/2013 1 All Abroad? Simon Grout Steve Allan Scott Mitchell 6 December 2013 Simon Grout Oliver Wyman 2 27/11/2013 2 Culture 3 Perception vs. reality… 4 27/11/2013 3 Steve Allan Towers Watson 5 Working abroad 6 3 1 2 ... read more >>

PDF file icon
Author:
Andrew Smith
Source:
Momentum 2013

A02: Consequences of Picking the Wrong Model

25/11/2013 1 Consequences of Picking the Wrong Model Andrew Smith andrewdsmith8@deloitte.co.uk Failures in Pricing Models 2 25/11/2013 2 Failures of Value-at-Risk Models 3 0 5 10 15 20 Fortis AIG Number of Standard Deviations VaR ... read more >>

PDF file icon
Author:
Russell Bowdrey, Aviva
Source:
Momentum 2013

A04: The Quest for Yield and Other Stories from a Life Insurer’s Asset Portfolio

The Quest for Yield (and other stories from a life insurer’s asset portfolio) Russ Bowdrey FIA 09 December 2013 Colour palette for PowerPoint presentations Dark blue R17 G52 B88 Gold R217 G171 B22 Mid blue R64 G150 B184 Secondary ... read more >>

PDF file icon
Author:
Tom Wright
Source:
Life Conference and Exhibition 2013

Plenary 4: What financial services will older people be looking for in ten years' time and what needs to change for their needs and expectations to be met?

18/11/2013 1 Financial Services and older people Tom Wright CBE Group Chief Executive What do we do? Age UK Group • Turnover £400 million, 10,000 staff and 70,000 volunteers Age UK Charity • Social impact • Making later life better Areas of work • ... read more >>

PDF file icon
Author:
Michael Blastland
Source:
Life Conference and Exhibition 2013

Plenary 3: A makeover for mortality

a makeover for mortality Michael Blastland, Edinburgh, 2013. November 11, 2013 Colour palette for PowerPoint presentations Dark blue R17 G52 B88 Gold R217 G171 B22 Mid blue R64 G150 B184 Secondary colour palette P imary colour ... read more >>

PDF file icon
Author:
L Renton; Z Samieva
Source:
Momentum 2013

B03: GI Debate

06/11/2013 1 General Insurance: Hot Topics Debate Zulfiya Samieva and Lisa Renton Momentum 2013 06 November 2013 06 November 2013 Introduction Topic 1 Topic 2 Summary 06/11/2013 2 06 November 2013 Debate Structure • Initial vote ... read more >>

PDF file icon
Author:
D Mikulskis; K Traore
Source:
Momentum 2013

C04: Volatility and Equity Tail Risk Hedging for Pensions Funds

OCTOBER 2013 TAIL RISK HEDGING FOR PENSION FUNDS THIS DOCUMENT IS FOR THE EXCLUSIVE USE OF INVESTORS ACTING ON THEIR OWN ACCOUNT AND CATEGORISED EITHER AS “ELIGIBLE COUNTERPARTIES” OR “PROFESSIONAL CLIENTS” WITHIN THE MEANING OF MARKETS IN ... read more >>

PDF file icon
Author:
Y Avrahampour
Source:
Momentum 2013

D05: Actuaries as Financial Engineers

29/10/2013 1 Actuaries as Financial Engineers: A Strategic Analysis Yally Avrahampour, LSE 29 October 2013 Actuaries as Financial Engineers: A Strategic Analysis Yally Avrahampour Ph.D. Lecturer, Department of Management London School of ... read more >>

PDF file icon
Author:
S Setterfield
Source:
Momentum 2013

Masterclass 2A: Increasing Your Oomph Factor

Increasing your ‘Oomph factor’ How to stand out from the crowd Sarah Setterfield 5th December 2013 Personal Presence Capitalising on your visibility Early in your career... Build Your Credibility Is your potential visible? Are ... read more >>

PDF file icon
Author:
S Setterfield
Source:
Momentum 2013

Masterclass 1A: My Brilliant Career

My Brilliant Career How do successful people actually drive their careers? Sarah Setterfield 5th December 2013 Generic advice – but is it true? • “You have to have a 5-year career plan” • “It’s not what you know, it’s who you know” ... read more >>

PDF file icon
Author:
Conflicts of Interest Working Party

Conflicts of Interest Working Party (2012). Conflicts of Interest Consultation Paper: Feedback and Final Proposals. Edinburgh: Institute and Faculty of Actuaries

This is the feedback and final proposals document prepared by the Conflicts of Interest Working Party and published on 29 June 2012 following the consultation on conflicts in October-December 2011. . Consultation paper: Conflicts of interest ... read more >>

PDF file icon
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

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 >>

PDF file icon
Author:
Professional Regulation Executive Committee

Professional Regulation Executive Committee (2012). Conflicts of Interest: A Guide for Actuaries. Edinburgh: Institute and Faculty of Actuaries

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. It was published on 29 June 2012 and is non-mandatory resource ... read more >>

PDF file icon
Author:
Council

Council (2012). Tracked-changed version of the Disciplinary Scheme. Edinburgh: Institute and Faculty of Actuaries

This is the tracked-changed version of the Disciplinary Scheme containing amendments to reflect the restructure of the Financial Reporting Council which will be put to members at the AGM. 1 INSTITUTE AND FACULTY OF ACTUARIES DISCIPLINARY SCHEME ... read more >>