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Author:
Paul Turnbull
Source:
Life Convention 2003

Tax management and current issues (Handout)

Life Tax Tax management and current issues Paul Turnbull paul.turnbull@eu.watsonwyatt.com 2003 Life Convention Birmingham, 9-11 November 2 Agenda ? Overview of life tax ? Myth of the shareholders marginal tax rate ? NC1 basis of tax and XSE ? ... read more >>

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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? (Handout)

Regulation 1 What impact will Polarisation and Extended Regulation Post-Sandler have on the design and distribution of protection products? Ron Wheatcroft Technical Manager Swiss Re Life & Health Slide 2 Ron Wheatcroft Technical Manager Swiss Re ... read more >>

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Author:
Caroline Feaver; Joanne Wells
Source:
Life Convention 2003

Impaired annuities (Handout)

Impaired pension annuities; Immediate needs annuities 1 2003 Life Convention 9-11 November Impaired Annuities Caroline Feaver, Hannover Life Re (UK) Joanne Wells, Hannover Life Re (UK) Hilton Birmingham Metropole Hotel abcd Overview ? Market and product ... read more >>

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Author:
Phil Eaton; Mike Kipling
Source:
Life Convention 2003

The FSA Arrow risk assessment process (Handout)

Regulation 1 The FSA Arrow Risk Assessment Process Philip Eaton & Mike Kipling 10 November 2003 Outline of presentation • Key features and output of our new approach • Findings to date • Actuaries as a regulatory tool • How to prepare for an ... read more >>

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Author:
Mike Urmston
Source:
Life Convention 2003

Improved governance of with-profits (Handout)

Regulation 1 abcd 2003 Life Convention 9-11 November Hilton Birmingham Metropole Hotel abcd Improved Governance of With Profits November 2003 Mike Urmston Agenda - CP167 Implications Role of the Actuaries Role of the Board With Profit ... read more >>

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Author:
Peter Needleman; Mike Kipling; David Dullaway
Source:
Life Convention 2003

Realistic balance sheets - the way forward (slides)

Accounting and auditing; Financial statements 2003 Life Convention 9-11 November Hilton Birmingham Metropole Hotel Realistic Balance Sheets – the way forward ■ Realistic liabilities – a different perspective Peter Needleman ■ Practical issues – a ... read more >>

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Author:
Seamus Creedon
Source:
Life Convention 2003

Risk and capital assessment and supervision in financial firms

Regulation RISK AND CAPITAL ASSESSMENT AND SUPERVISION IN FINANCIAL FIRMS 3R D INTERIM WORKING PARTY REPORT A C T U A R I A L P R O F E S S I O N L I F E C O N V E N T I O N 2 0 0 3 Seamus Creedon ... read more >>

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Author:
Andy Sharpe
Source:
Life Convention 2003

Risk management - a reinsurer's perspective (Handout)

1 Risk Management - A Reinsurer’s Perspective Andy Sharpe Institute of Actuaries Life Convention 9-11 November 2003 Page 2 Agenda 1. Risk Management - what are the drivers? 2. Enterprise Risk Management Framework 3. Whose risk is it anyway? 4. Risk ... read more >>

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Author:
Brian Edey
Source:
Life Convention 2003

Profit emergence under international accounting standards (Slides)

� Er nst & Y ou ng LL P. Al l R igh ts Re ser ve d. ab cd Pr of it Em er ge nc e un de r I AS 20 03 L ife C on ve nt io n 9- 11 N ov em be r Br ia n Ed ey H ilt on B irm in gh am M et ro po le H ot el � Er nst & Y ou ng LL P. ... read more >>

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Author:
David Richardson
Source:
Life Convention 2003

Economic value management - a practical perspective (Handouts)

Performance measurement; Financial risk analysis 1 Economic Value Management - a practical perspective David Richardson IoA Life Convention November 11, 2003 Page 2 Agenda ? Conceptual overview ? Implementation issues/practical experiences ? Business ... read more >>

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Author:
Barry Butler; Paul Coulthard; Tim Sheldon
Source:
Life Convention 2003

Tommorow's leading actuarial function (Handout)

1 abcd 2003 Life Convention 9-11 November Tomorrow’s Leading Actuarial Function John Cummings (PwC) Nick Parry (Zurich Financial Services) Tomorrow’s Leading Actuarial Function Agenda Introduction History lesson Drivers for change The case ... read more >>

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Author:
Stephen Richards
Source:
Life Convention 2003

Annuitant mortality and longevity risk (Handout)

2003 Life Convention 11 November 2003 Copyright (c) 2003 Prudential. All rights reserved. Copying prohibited 1 Presentation to Actuarial Life Convention 11 November 2003 ANNUITANT MORTALITY AND LONGEVITY RISK Stephen Richards Head of Mortality ... read more >>

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Author:
Brian Morrissey
Source:
Life Convention 2003

Developments in the equity release market (Slides)

Annuitant mortality and longevity risk Developments in the Equity Release Market Brian Morrissey, KPMG 2003 Life Convention 9-11 November Hilton Birmingham Metropole Hotel Agenda Equity Release products in UK Regulation Risks Funding ... read more >>

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Author:
Andy Carr; Rob Kerry
Source:
Life Convention 2003

Principles and practices of financial management (PPFM) - from consultation to practice (Handout)

1 abcd 2003 Life Convention 11 November D12 - PPFM - from Consultation to Practice Hilton Birmingham Metropole Hotel Agenda PPFM - CP167 and PS167 Working Party findings and issues. What are the issues emerging in putting PPFM into ... read more >>

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Author:
Mike Wilson; Asad Jafree
Source:
Life Convention 2003

How to ensure that you have adequate systems and controls in place when using actuarial models (Slides)

Business enterprise; Management © 2003 Deloitte & Touche LLP. abcd 2003 Life Convention 9 - 11 November Mike Wilson & Asad Jafree, B&W Deloitte How to ensure that you have adequate systems and controls in place when using actuarial ... read more >>

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Author:
Martin Muir; Mark Chaplin
Source:
Life Convention 2003

Practical issues and the implications of individual capital assessment (ICA) (handout)

Practical issues and the implications of ICA Martin Muir and Mark Chaplin Martin.Muir@eu.watsonwyatt.com Mark.Chaplin@eu.watsonwyatt.com 2003 Life Convention Birmingham, 9-11 November 2 Agenda ? What is an ICA? ? Case studies ? How to improve capital ... read more >>

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Author:
Carl Douthwaite
Source:
Life Convention 2003

Stochastic Accreditation Working Party (handout)

1 abcd Stochastic Accreditation Working Party 11 November 2003 Hilton Birmingham Metropole Hotel Stochastic Accreditation Working Party - Background ? Originally Part of 2005 Accounting Project – Successor to ‘Fair Values’ Working Party – Main ... read more >>

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Author:
Andrew Stoker; Andrew Walton
Source:
Life Convention 2003

Running a closed business - run-off solutions (handout)

Winding up 1 1 abcd Running a Closed Business - Run-Off Solutions Andrew Stoker Andrew Walton 2 Agenda Background What are the risks and how can you deal with them? How can you manage the balance sheet? Discussion 3 Background What ... read more >>

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Author:
Richard Baddon; Martin Werth
Source:
Life Convention 2003

Small life companies - a survival guide (handout)

1 1 abcd SMALL LIFE COMPANIES – A Survival Guide Richard Baddon, Milliman UK Martin Werth, Munich Re 2003 Life Convention Hilton Birmingham Metropole Hotel 2 Agenda Workshop not a presentation Number of registered life companies Expense ... read more >>

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Author:
Martin Langkjaer
Source:
Life Convention 2003

IP vs BU? A comparison of the UK & German disability markets (handout)

1 abcd IP vs. BU A comparison of the UK & German Disability Markets 2003 Life Convention 9-11 November Martin Langkjaer Hilton Birmingham Metropole Hotel Agenda German Background Market Comparison Product Comparison Pricing Comparison ... read more >>