Document library
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- Author:
- Pensions Board
Conflicts of interest - Pensions Actuaries. Statement of principles with which a future standard on conflicts of interest for pensions actuaries will deal
November 2007 CONFLICTS OF INTEREST – PENSIONS ACTUARIES 1. Appointments - general 1.1. If a member is to provide actuarial advice under a dual appointment, the relationship with both clients must not be such as would be likely to bring the member ... read more >>
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- Author:
- Pensions Board\; Gordon Sharp
Conflicts of interest - Pensions Actuaries
Covering letter from the Chairman of the Pensions Board. Faculty of Actuaries Maclaurin House 18 Dublin Street Edinburgh EH1 3PP Tel: +44 (0)131 240 1300 Fax: +44 (0)131 240 1313 e-mail: faculty@actuaries.org.uk www.actuaries.org.uk Institute of ... read more >>
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- Author:
- Gareth Connolly
- Source:
- Current issues in funding seminars, Autumn 2007
The role of the Actuary (handouts)
1 Current Issues in Funding The Role of the Actuary Gareth Connolly November 2007 Estimating solvency including the interaction with the PPF Overview of the role of the actuary in the funding process Advising on Schedules of contributions Advising on ... read more >>
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- Author:
- Ian Naismith
- Source:
- Our Changing Future meeting, 6 November 2007
Current issues in retail pensions
Our Changing Future – Current Issues in Retail Pensions Ian Naismith Agenda Legislative landscape The impact of A-Day & NPSS Regulatory landscape The challenges of TCF & RDR Economic landscape The search for secure growth Demographic ... read more >>
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- Author:
- Fraser Low
- Source:
- Current issues in funding seminars, Autumn 2007
Regulating pension scheme funding (handouts)
1 The New Funding Regime Fraser Low 1 November 2006 Agenda • The code of practice on funding • The regulator’s “statement” • Guidance on “contingent assets” • Experience so far • e-learning and the trustee toolkit Code of practice: Funding defined ... read more >>
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- Author:
- Continuous Mortality Investigation
Errata to CMI Working papers 20, 25 and 27 on mortality projections
1 Continuous Mortality Investigation Errata to CMI Working Papers 20, 25 and 27 on Mortality Projections Background After the publication of Working Paper 27 in July 2007, it came to light that the dataset for Permanent Assurances for Male lives ... read more >>
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- Author:
- Continuous Mortality Investigation
CMI Working paper 20 (revised). Stochastic projection methodologies - Further progress and P-Spline model features, example results and implications.
CMI Working paper 20 (revised). Stochastic projection methodologies - Further progress and P-Spline model features, example results and implications. Continuous Mortality Investigation Mortality Committee Revised Working Paper 20 Stochastic ... read more >>
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- Author:
- Guildhall Library
- Source:
- List
Equitable Life Assurance Society (ELAS) Archive 1803 - 1976 at Guildhall Library, London
Descriptive list of archive held at Guildhall library, London. Equitable Life Assurance Society records held at Guildhall Library Manuscripts Section, Aldermanbury, London, EC2V 7HH November 2007 Equitable Life Assurance Society Ms 38646-85 ... read more >>
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- Author:
- Institute and Faculty of Actuaries
Mutual recognition agreements: Institute of Actuaries of Australia
Basis on which the Institute and Faculty of Actuaries will admit members of the Institute of Actuaries of Australia. MUTUAL RECOGNITION AGREEMENT BETWEEN: THE INSTITUTE OF ACTUARIES a professional body incorporated in 1884, having its head ... read more >>
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- Author:
- Life Board\; Adrian Eastwood
GN5: The Prudential Supervision outside the UK of Long-term Insurance Business. Version 3.1. Covering letter
Covering letter to GN5 Version 3.1 which comes into effect on 1 December 2007. Faculty of Actuaries Maclaurin House 18 Dublin Street Edinburgh EH1 3PP Tel: +44 (0)131 240 1300 Fax: +44 (0)131 240 1313 e-mail: faculty@actuaries.org.uk ... read more >>
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- Author:
- Nicola MacKay
- Source:
- Current issues in funding seminars, Autumn 2007
The role of the Actuary (handouts)
1 Current Issues in Funding The Role of the Actuary Nicola MacKay October 2007 Estimating solvency including the interaction with the PPF Overview of the role of the actuary in the funding process Advising on Schedules of contributions Advising on the ... read more >>
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- Author:
- Edwin Mustard
- Source:
- Current issues in funding seminars, Autumn 2007
Scheme funding: legal issues (handouts)
1 Scheme Funding: Legal Issues Edwin Mustard, Shepherd and Wedderburn Scheme Funding: Legal Issues Agenda ? trustee and employer powers ? interaction of legislation with scheme rules ? prudence ? conflicts of interest ? negotiating with the ... read more >>
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- Author:
- Stephen Rice
- Source:
- Current issues in funding seminars, Autumn 2007
The PPF in practice (handouts)
1 Current Issues in Funding The PPF in Practice Stephen Rice, PPF Chief Actuary The PPF in Practice ? PPF Levies for 2008/09 and beyond ? Overview of Long Term Risk Model ? Carrying out Section 179 valuations ? Carrying out Section 143 valuations PPF ... read more >>
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- Author:
- David Unsworth
- Source:
- Current issues in funding seminars, Autumn 2007
Regulating pension scheme funding (handouts)
1 Regulating Pension Scheme Funding 26 October 2007, Edinburgh David Unsworth Scheme Funding • New scheme funding requirements came into force in December 2005 • DB schemes with deficits required to submit a recovery plan to us • Code of practice ... read more >>
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- Author:
- David Unsworth
- Source:
- Current issues in funding seminars, Autumn 2007
Regulating pension scheme funding (handouts)
1 The New Funding Regime David Unsworth 25 October 2006 Agenda • The code of practice on funding • The regulator’s “statement” • Guidance on “contingent assets” • Experience so far • e-learning and the trustee toolkit Code of practice: Funding ... read more >>
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- Author:
- General Insurance Board\; Current Issues Committee
General Insurance Current Issues Newsletter. October 2007
The content of this newsletter is a summary of some of the current issues that might be of interest to UK General Insurance actuaries and that have come to the attention of the Current Issues Committee Page 1 Current Issues Committee Newsletter October ... read more >>
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- Author:
- Matt Gosden
- Source:
- The next big thing\; Variable annuities and guaranteed minimum benefit options? One-day seminar, 28 September 2007
International products: experiences and successes
International Products: Experiences & Successes Matt Gosden – Oliver Wyman Objectives of this session ? Evolution of variable annuities ? Three lessons drawn from international experience: ? The right proposition ? The right risk management / ... read more >>
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- Author:
- Bruce Porteous
- Source:
- Risk Management Special Interest Group (RMSIG) networking evening, 24 January 2007
How the integration of insurance and banking techniques and thinking can add real commercial value
How the Integration of Insurance and Banking Techniques and Thinking Can Add Real Commercial Value. Bruce Porteous Head of UK Risk Capital Development Standard Life UK Financial Services AGB Networking Evening Agenda. Action Group for Banking (Bruce ... read more >>
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- Author:
- Continuous Mortality Investigation
CMI library of mortality projections. Specimen P-Spline age-period projections
Volume 3 of the CMI library of mortality projections. Projections library - version 1.0 3.xls Notes IMPORTANT NOTES REGARDING VERSION 1.0 OF THE CMI LIBRARY OF MORTALITY PROJECTIONS 1 This is version 1.0 of the library issued in ... read more >>
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- Author:
- Carol Perry
- Source:
- Pensions M&A seminar, 17 October 2007
The role of the professional trustee in corporate transactions (handouts)
Reinventing Analysis of Surplus Simon Perry Ernst & Young Jon Fletcher HBoS plc Angela Tatarow Ernst & Young Reinventing Analysis of Surplus � Why is Analysis of Surplus key to a successful finance function? � The Vision – what ... read more >>