Document library
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- Source:
- Matthew Little
Tax modelling and planning
Life Taxation Workshop: Tax modelling and Planning Matthew Little 13 June 2013 Agenda • Tax modelling • Tax planning • Treating customers fairly Potential areas requiring tax modelling 3 •FSA regulatory valuation •FSA realistic ... read more >>
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- Author:
- Mike Allen
- Source:
- Life Taxation Workshop 2013
Matters of current interest: Tax impact on ICA+/Solvency II, Embedded Value and other topics
Matters of current interest Mike Allen 29 May 2013 Topics New life tax regime – Commercial allocation – Tax reporting and modelling Changing tax environment – Tax rates, tax transparency & General Anti-Abuse Rule Commercial ... read more >>
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- Author:
- Gordon Sharp
CMI update
An overview of the CMI's recent work, given to the Bristol Actuarial Society in May 2013 Continuous Mortality Investigation Gordon Sharp – Chairman, CMI Executive Committee Bristol Actuarial Society 15 May 2013 Colour palette for PowerPoint ... read more >>
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- Author:
- Alex Stewart
- Source:
- Life Taxation Workshop 2013
Shareholder Tax Calculation
Shareholder tax calculation Alex Stewart 28 May 2013 Non-BLAGAB trading profits – calculation basis • Trading profit calculation (with modifications) – s35 CTA 2009 applies – Plus dividends taxed – Asset value changes taxed rather than ... read more >>
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- Author:
- Alex Stewart
- Source:
- Life Taxation Workshop 2013
I-E Calculation
I-E calculation Alex Stewart 28 May 2013 Basis of taxation – schematic Pension, ISA, child trust fund, overseas, new protection Non-BLAGAB computation • Principles of s35 CTA 2009 • Taxes shareholder profits only I-E • Unique ... 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:
- Deborah Cooper
- Source:
- ACA Pensions Conference
SAPS mortality experience - current data and trends
SAPS mortality experience - current data and trends. Update from SAPS Committee. © 2012 The Actuarial Profession www.actuaries.org.uk Colour palette for PowerPoint presentations Actuarial Bright Green R148 G166 B31 Actuarial Slate R32 G44 B52* ... read more >>
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- Author:
- Elliot Varnell
- Source:
- Current Issues in Life Assurance (CILA) 2013
Managing an insurance business in a low rate environment
1 CILA Elliot Varnell Consulting Actuary 01 May 2013 Living With a Low Interest Rate Environment 2 Agenda ? ZIRP (Zero Interest Rate Policy) ? European Insurance Impact ? Japanese Case Study ? Lessons for the UK? 3 Global ZIRP Flat-lining in the ... read more >>
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- Author:
- Stuart Robinson
- Source:
- Current Issues in Life Assurance (CILA) 2013
Implications for insurance industry of the introduction of ICAS+ before Solvency II
Implications of the introduction of ICAS+ before SII Stuart Robinson 1 May 2013 How does ICAS+ fit with other interim approaches? There is still considerable uncertainty around the actual implementation date for Solvency II … … but, EIOPA ... read more >>
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- Author:
- Rob Curtis
- Source:
- Current Issues in Life Assurance (CILA) 2013
Recovery and resolution plans
30/04/2013 1 Systemic Risk and Recovery and Resolution Planning Rob Curtis Director, KPMG 1 May 2013 Agenda Discussion of the FSB approach to recovery and resolution and possible implications for the industry The insurance sector’s response The risk ... read more >>
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- Author:
- Graeme Bold
- Source:
- Current Issues in Life Assurance (CILA) 2013
RDR and pension reform – how it is playing out in the real world
4/30/2013 1 RDR and Pension Reform – where are we now? Current Issues in Life Assurance, Institute and Faculty of Actuaries Graeme Bold, Director of Workplace Proposition, Standard Life May 2013 A reminder… 1 October 2012 Auto-enrolment ... read more >>
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- Author:
- Standards Review Committee
Standards Review Committee (2011). Professional Standards Directory Update 24. Edinburgh: Institute and Faculty of Actuaries
This is the Professional Standards Directory Update 24 issued to all members on 1 September 2011 setting out changes to the professional standards which members are to follow. Professional Standards Directory Update 24 1 September 2011 1 ... read more >>
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- Author:
- Hugh Savill
- Source:
- Current Issues in Life Assurance (CILA) 2013
How Solvency II could potentially not help the growth of the European economy
25/04/2013 1 How Solvency II could potentially not help the growth of the European economy Hugh Savill, Prudential Regulation Director, Association of British Insurers Current Issues in Life Assurance London, 1st May 2013 Session Structure Premise ... read more >>
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- Author:
- Barry King and Jack Parker
- Source:
- Current Issues in Life Assurance (CILA) 2013
Introduction to EMIR for insurers
25/04/2013 1 New EU Rules on Derivatives Trading Introduction to EMIR for insurers Barry King & Jack Parker OTC Derivatives & Post Trade Policy Financial Conduct Authority Material in this presentation is based on the regulatory and implementing ... read more >>
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- Author:
- Matthew Taylor and Paul Turnbull
- Source:
- Current Issues in Life Assurance (CILA) 2013
Tax legislation changed - so what?
25/04/2013 1 Tax legislation changed – so what? Paul Turnbull and Matthew Taylor 1 May 2013 Tax changes and what it means for the Actuarial Profession • Introduction Wh t h h d• a as c ange • Transition rule implications • Structural ... read more >>
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- Author:
- Life Practice Executive Committee
Life Practice Executive Committee (2011). APS L1: Duties and Responsibilities of Life Assurance Actuaries. Edinburgh: Institute and Faculty of Actuaries
This Actuarial Profession Standard (APS) is Version 1.0 of APS L1: Duties and Responsibilities of Life Assurance Actuaries. It was published on 1 September 2011 and takes effect from 1 October 2011. APS L1: Duties and responsibilities of life ... read more >>
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- Author:
- Life Practice Executive Committee
Life Practice Executive Committee (2011). APS L2: The Financial Services and Markets Act 2000 (Communications by Actuaries) Regulations 2003. Edinburgh: Institute and Faculty of Actuaries
This Actuarial Profession Standard (APS) is Version 1.0 of APS L2: The Financial Services and Markets Act 2000 (Communications by Actuaries) Regulations 2003. It was published on 1 September 2011 and takes effect from 1 October 2011. APS L2: The Financial ... read more >>
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- Author:
- Practising Certificates Committee
Life Actuary (including with profits) Certificate application example
Example of the type of information to be included with an application for a Life Actuary (including with profits) Certificate. V2.0 updated for applications on or after 01 September 2012 Page 1 of 2 Experience A. For Part 1 and Part 2 ... read more >>
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- Author:
- Practising Certificates Committee
Life Actuary (including with profits) Certificate renewal application example
Example of the type of information to be included with a renewal application for a Life Actuary (including with profits) Certificate. v1.0 updated 16 November 2011 for applications on or after 25 January 2012 Page 1 of 2 Experience A. For Part ... read more >>
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- Author:
- Practising Certificates Committee
Life Actuary (including with profits) Certificate application example
Example of the type of information to be included with an application for a Life Actuary (including with profits) Certificate. ... read more >>