Document library
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- Author:
- Ron Wheatcroft
- Source:
- Life Convention 2003
What impact will polarisation and extended regulation post-Sandler have on the design and distribution of protection products? (slides)
Regulation 1 Protecting Customers Fairly Ron Wheatcroft Technical Manager Swiss Re Life & Health Agenda ? The current market – In-force and new sales ? The ‘Perception Gap’ ? The confused consumer ? Employer – sponsored issues ? Regulatory ... read more >>
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- Author:
- Mukesh Mittal; Nigel Masters
- Source:
- Life Convention 2003
International Accounting Standards - What needs to be done (Handout)
Accounting and auditing 1 abcd IAS What needs to be done 2003 Life Convention 9-11 November Mukesh Mittal Nigel Masters Hilton Birmingham Metropole Hotel PricewaterhouseCoopers Agenda • Timeline • Questions • Transition to IFRS • Phase I • Phase ... read more >>
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- Author:
- Alan Twigg
- Source:
- Life Convention 2003
Unlocking business benefits of US GAAP (Handout)
Accounting and auditing 1 abcd 2003 Life Convention 9-11 November Hilton Birmingham Metropole Hotel Unlocking business benefits of US GAAP Alan Twigg Introduction ? US GAAP doesn’t always travel well ? Many detailed rules, some seem rather arbitrary ... read more >>
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- Author:
- Keith Parker; Pamela Hagan
- Source:
- Life Convention 2003
Managing global business: the Irish market (Handout)
1 abcd 2003 Life Convention 9-11 November Hilton Birmingham Metropole Hotel Managing Global Business The Irish Market 2003 Life Convention 10 November Keith Parker Canada Life International Re Pamela Hagan KPMG Introduction The Irish (re) ... read more >>
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- Author:
- Mark Willder
- Source:
- Life Convention 2003
Management of a with-profit fund using option pricing techniques (Handout)
MANAGEMENT OF A WITH-PROFIT FUND USING OPTION PRICING TECHNIQUES Mark Willder Life Convention , Birmingham 10/11/03 1 Outline • The Contract — Unitised With-Profits • Problem 1 — Investment of Assets • A Solution • The Results ... read more >>
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- Author:
- Martin Lees; Cindy Chan
- Source:
- Life Convention 2003
The integrated prudential sourcebook - an overview (Slides)
Regulation; Financial services abcd The Integrated Prudential Sourcebook - an overview Martin Lees and Cindy Chan Agenda Structure of the PSB Capital resource requirements Capital resources eligible to be used Systems and controls – ... read more >>
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- Author:
- David Hare; Ian Moran
- Source:
- Life Convention 2003
The realistic reporting of with-profits business (Handout)
With profits life assurance; Guarantees 1 abcd 2003 Life Convention 9-11 November The Realistic Reporting of With-Profits business David Hare (on behalf of the With-Profits Working Party of the 2005 Accounting Project) Ian Moran Terms of reference An ... read more >>
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- Author:
- Anthony Bice; Andy Holtham
- Source:
- Life Convention 2003
Developing a risk-based capital framework for a composite insurance group (Slides)
Solvency Developing a Risk-Based Capital Framework for a Composite Insurance Group Anthony Bice and Andy Holtham 10 November 2003 Hilton Birmingham Metropole Hotel What is Risk Based Capital? ■ Capital requirement determined in a (more or less) ... read more >>
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- Author:
- Chris O'Brien
- Source:
- Life Convention 2003
Is the UK life assurance market competitive? Evidence from companies' charges (Slides)
Regulation ab cd Is the UK life assurance market competitive? Evidence from companies’ charges 2003 Life Convention, 9-11 November Hilton Birmingham Metropole Hotel Chris O’Brien Centre for Risk and Insurance Studies, Nottingham University Business ... read more >>
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- Author:
- John Jenkins; Derek Smith
- Source:
- Life Convention 2003
Working with your auditors under the new regulations (Handout)
Accounting and auditing 1 Working with your auditors under the new regulations John Jenkins Derek Smith kpmg Overview ? Auditing asset shares ? Auditing realistic valuations (Peak 2) ? Use of dry runs ? Verifying compliance with PPFM Auditing asset ... read more >>
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- Author:
- Nigel Cooke; Neil Reynolds
- Source:
- Life Convention 2003
Brandassurance and the virtual life office (Handout)
1 abcd 2003 Life Convention 9-11 November Hilton Birmingham Metropole Hotel abcd Brandassurance and the Virtual Life Office 10 November Nigel Cooke Neil Reynolds Agenda Glossary of Terms Partner / Joint Marketing FSA Handbook Requirements ... read more >>
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- Author:
- Alec Findlater
- Source:
- Life Convention 2003
Pension annuities - opportunity or trap? A provider perspective (Handout)
1 abcd 2003 Life Convention 9-11 November Hilton Birmingham Metropole Hotel Pension annuities: opportunity or trap? A provider perspective Alec Findlater Pension annuities: opportunity or trap? ..or should it be: “Life insurance business other than ... read more >>
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- Author:
- Mike Wadsworth; Mark Joannes
- Source:
- Life Convention 2003
Pension annuities - opportunity of trap? (Slides)
Pension annuities: opportunity or trap? Mike Wadsworth and Mark Joannes mike.wadsworth@eu.watsonwyatt.com mark.joannes@eu.watsonwyatt.com 2003 Life Convention Birmingham, 9-11 November 2 Topics overview ? Where is the market heading? ? Growth ... read more >>
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- Author:
- Ian Maidens
- Source:
- Life Convention 2003
Sandler, with profits and alternative structures (Slides)
10 November 2003 Ian Maidens 2003 Life Convention – Let’s get real! B11 - Sandler With Profits and Alternative Structures Market Background Requirements for Sandler WP What do consumers want from WP? What new products have been ... read more >>
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- Author:
- Barry Butler; Paul Coulthard; Tim Sheldon
- Source:
- Life Convention 2003
Realistic balance sheets, stress testing and internal capital assessment (ICA) - a case study (Slides)
Financial statements 2003 Life Convention Realistic Balance Sheets, Stress Testing and Internal Capital Capital Assessment Session C01 A Case Study Barry Butler Paul Coulthard Tim Sheldon Realistic Balance Sheets, Stress Testing and Internal Capital ... read more >>
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- Author:
- Laurie Edmans
- Source:
- Life Convention 2003
A market fit for consumers (Handout)
Consumer attitudes; Consumer protection 1 abcd 2003 Life Convention 9-11 November Hilton Birmingham Metropole Hotel A market fit for consumers Laurie Edmans AEGON UK A market fit for consumers • Context: – Long term saving, especially retirement • ... read more >>
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- Author:
- Paul Stanworth; Huw Williams
- Source:
- Life Convention 2003
Risk management issues and solutions in the life industry (Handout)
Derivatives 1 FINANCIAL MARKETS November 2003 Life 2003 Risk Management Issues and Solutions in the Life Industry Birmingham 9 – 11 November 2003 Paul Stanworth & Huw Williams Royal Bank of Scotland FINANCIAL MARKETS November 20032 Agenda ? ... read more >>
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- Author:
- Bob Gibson; Paul Hately
- Source:
- Life Convention 2003
Brands in life assurance (Handout)
1 Brands in Life Assurance Bob Gibson - The Belgrave Partnership Paul Hately - Swiss Re Life and Health Discussion 2003 Life Convention 9-11 November Hilton Birmingham Metropole Hotel Agenda ? What is brand? - RWG ? Single Vs multi brand ... read more >>
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- Author:
- Mukesh Mittal; Ian Moran
- Source:
- Life Convention 2003
IASB's exposure draft and the profession's response (Handout)
Accounting and auditing 1 1 abcd 2003 Life Convention 9-11 November IASB’s Exposure draft and the professions response Mukesh Mittal Ian Moran Life Accounting Issues Committee Hilton Birmingham Metropole Hotel 2 Background on ED 5 Why is it ... read more >>
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- Author:
- Lance Burbidge; Demos Papasavvas
- Source:
- Life Convention 2003
From embedded value to economic value (Handout)
Accounting and auditing 1 1 abcd 2003 Life Convention 9-11 November Hilton Birmingham Metropole Hotel From Embedded Value to Economic Value by Lance Burbidge & Demos Papasavvas 2 Agenda ? Introduction of Embedded Value reporting ? Recent market ... read more >>