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Author:
Fiona Goddard

Professional Skills Training for Experienced Members

How will you do yours? Here are some of the ways you can make up the minimum two hours of Professional Skills Training required each year if you are required to complete Stage 3 of the Professional Skills Training regime: Attendance at an IFoA ... read more >>

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The Pensions Regulator

Communication from the Pensions Regulator

Communication from the Pensions Regulator (December 2013) On 2 December the Pensions Regulator published a consultation on a revised code of practice for DB scheme funding, a new regulatory strategy and a revised funding policy which, together, set out ... 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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Communication to all Scheme Actuaries re APS P1 information gathering exercise

This communication went to all Scheme Actuaries at the end of 2013 regarding the new information gathering exercise concerning compliance with the conflicts provisions of APS P1.  The form will be attached to the Scheme Actuary practising certificates ... read more >>

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Author:
Cross Practice Working Party

Actuarial Quality and Peer Review : Questionnaire

We invite your comments on the proposals relating to peer review for actuaries and the proposed introduction of APS X2 and the Peer Review Guide. It would be helpful if you would offer them by responding to the following questions. An online version ... read more >>

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Author:
Cross Practice Working Party

Actuarial Quality and Peer Review : Draft Guide

Peer Review Guide Guidance for APS X2: Actuarial Quality and Peer Review by the Regulation Board November 2013 2 Contents 1. Introduction 3 2. About this guide 4 3. Application of peer review 5 4. Scope of peer review and clarity of ... read more >>

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Author:
Cross Practice Working Party

Actuarial Quality and Peer Review : Exposure Draft ED32 - Draft APS X2

Exposure Draft ED32 of APS X2: Actuarial Quality and Peer Review Exposure Draft ED32 of APS X2: Actuarial Quality and Peer Review Author: The Regulation Board Status: Approved under the Standards Approval Process Version: 1.0, effective ... read more >>

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Author:
Cross Practice Working Party

Actuarial Quality and Peer Review : Consultation document

Peer Review Proposals for the introduction of an Actuarial Professional Standard on Actuarial Quality and Peer Review (APS X2) and a Peer Review Guide by the Regulation Board Exposure Draft ED32 Consultation paper November 2013 2 ... read more >>

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Author:
Cross Practice Working Party

Actuarial Quality and Peer Review : Consultation Package

Peer Review Proposals for the introduction of an Actuarial Professional Standard on Actuarial Quality and Peer Review (APS X2) and a Peer Review Guide by the Regulation Board Exposure Draft ED32 Consultation paper November 2013 2 ... read more >>

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Author:
Pinsent Masons LLP

Scheme Actuary - Data Controller Responsibilities - Advice Note

Legal advice note the IFoA received from Pinsent Masons, which includes the note from a telephone conversation with the ICO. Scheme Actuary - Data Controller Responsibilities Advice Note Pinsent Masons LLP 15 November 2013 Privileged and ... read more >>

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Author:
Conflicts of Interest Working Party

Information gathering exercise re: the new conflicts provisions APS P1

Information gathering form to accompany the practising certificate renewal form to act as a Scheme Actuary to pension schemes. APS P1 Information gathering exercise Conflicts of Interest Working Party 3 December 2013 V3.1 for ap For all ... read more >>

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Author:
Mairi MacIntyre

Guide to navigating through online professional skills video material

PAC – Paper 1 Agenda item 2 Guide on navigating through online Professional Skills material View the introduction video from Sir Philip Mawer Consider if any resource material should be read in advance The Actuaries’ Code Conflicts of ... read more >>

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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 >>

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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

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

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 >>

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Author:
Conflicts of Interest Party and the Pensions Standards Committee

Pensions Standards Committee and Conflicts of Interest Working Party (2012). APS P1: Duties and Responsibilities of Members Undertaking Work In Relation to Pension Schemes. Edinburgh: Institute and Faculty of Actuaries

This Actuarial Profession Standard (APS) is Version 2.0 of  APS P1: Duties and Responsibilities of Members Undertaking Work In Relation to Pension Schemes.  It was published on 29 June 2012 and takes effect from 1 July 2013. APS P1: Duties ... read more >>

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Author:
Expert Witness Working Party

The Actuary as an Expert : Questionnaire

About You Are you a member of the IFoA? If yes, which category of membership? Do you want your name to remain confidential? Do you want your comments to remain confidential? About your organisation Do you want the name of your organisation to ... read more >>

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Author:
Expert Witness Working Party

The Actuary as an Expert : Consultation Package

APS X3 : The Actuary as an Expert by the Regulation Board Exposure Draft ED31 Consultation paper Publication Date: 9 October 2013 Closing date: 9 December 2013 2 Contents 1 Background to the consultation 3 2 Questions 5 3 How to ... read more >>

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Author:
Expert Witness Working Party

The Actuary as an Expert : Draft Guide for actuaries

Providing expert opinion: A guide for actuaries Guidance for APS X3: The Actuary as an Expert by the Regulation Board October 2013 2 Contents Introduction 3 1. The Guide – purpose 3 2. Application 4 3. Initial ... read more >>