Document library
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The Pensions Regulator. Scheme funding (handouts)
1 Scheme Funding Fraser Low 9 November 2005 Scheme Funding Part 3 of PA 2004 Secondary legislation in the form of Regulations Regulator guidance in the form of a code of practice and sample documents Regulator s use of powers Key Elements Statutory ... read more >>
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Death of a mis-salesman. Preventing future mis-selling (handouts)
1 Death of a mis-salesman Preventing future mis-selling 2 November 2005 Death of a mis-salesman Ah Ah, I know what you re thinking. Did he fire six shots or only five? Well, to tell you the truth, in all this excitement, I ve kinda lost track ... read more >>
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TCF through the life time of the product (handouts)
1 Critical Illness Experience Update Neil Reynolds - Critical Illness Committee Agenda • CI Investigation Overview • Methodology • Overview of the 1999-2002 data • Claim Dates • Claims Delays • 1999-2002 results • Further work • Conclusions ... read more >>
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TCF through the life time of the product (handouts)
1 Treating Customers Fairly Through the life time of the product Ian Reynolds (Beachcroft Wansbroughs Consulting) 2 November 2005 Senior management responsibilities FSA product life cycle: Product design and governance Identifying target ... read more >>
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Institute Life TCF Working Party (handouts)
Life Treating Λ Customers Fairly 2006 Life Convention, Glasgow Life TCF Working Party Background ? FSA and industry statements ? Working party approach ? Implications of TCF for firms Sample Applications ? Reviewable premiums ? Unit linked ... read more >>
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Hurricane Katrina (slides)
32nd ANNUAL GIRO CONVENTION 18-21 October 2005, The Imperial Hotel, Blackpool Hurricane Katrina Lis Gibson - Douglas Collins - Stuart Shepley - Phil Archer-Lock Hurricane Katrina: Agenda ? The Storm ? Estimating the Market Loss ? Global ... read more >>
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CMI Report 22. Whole volume
Sickness experience 1999-2002 for individual income protection policies ISSN 0954-2388 C M I R 22 (2005) Continuous Mortality Investigation Reports Number 22 Published by the Institute of Actuaries ... read more >>
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Mutual recognition agreements: Groupe Consultatif
The Institute and Faculty of Actuaries are signatories to the Groupe Consultatif Agreement on the Mutual Recognition of Qualifications GROUPE CONSULTATIF ACTUARIEL EUROPEEN EUROPEAN ACTUARIAL CONSULTATIVE GROUP SECRETARIAT, MAISON DES ACTUAIRES, 4 ... read more >>
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Due process for approving professional guidance (DP). Version 4.2 [current]
MAP/DP V4.2 C3.1 Due Process for Approving Professional Guidance Author Professional Affairs Board Status Approved by FIMC Version Effective from 1.0 14.12.1993 2.0 19.12.1994 3.0 01.01.1998 3.1 01.07.1998 4.0 14.10.2002 4.1 ... read more >>
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Plan design: Post-simplification plan design flexibility (handouts)
1 Plan Design : Post-simplification plan design flexibility Current Issues in Pensions: 27th October 2005 Design opportunities covered Combining occupational schemes and personal pensions Flexible retirement with continued work Death benefits Lump ... read more >>
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The importance of year of birth in two-dimensional mortality data [part I]
Late life mortality patterns are of crucial interest to actuaries assessing longevity risk. One important explanatory variable is year of birth. We present the results of various analysesdemonstrating this, including a statistical model which lends weight ... read more >>
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The importance of year of birth in two-dimensional mortality data [Part II]
Late life mortality patterns are of crucial interest to actuaries assessing longevity risk. One important explanatory variable is year of birth. We present the results of various analyses demonstrating this, including a statistical model which lends weight ... read more >>
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The importance of year of birth in two-dimensional mortality data
Late life mortality patterns are of crucial interest to actuaries assessing longevity risk. One important explanatory variable is year of birth. We present the results of various analyses demonstrating this, including a statistical model which lends ... read more >>
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Transfer values - just another option? (handouts)
1 Transfer Values - Just another option? Martin Potter Introduction Part 1: The Past Modern history of transfer values The MFR EXD54 Part 2: First Principles? Appendix: EXD54 Details Part 1: The Past 2 Modern history of transfer values Statutory right ... read more >>
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Current issues for trustees (handouts)
1 Current Issues for Trustees Danny Vassiliades Punter Southall Agenda Trustee knowledge and training Assessing the employer covenant Conflicts of interest Trustee knowledge and training 2 What are Regulator s aims for TKU? Increase trustee ... read more >>
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Closed pension schemes (handouts)
1 Closed Pension Schemes Kenneth Ettles FFA Simon Martin FIA October / November 2005 Agenda General investment issues Liability Driven Investment PPF and wind - up considerations General Investment Issues 2 Characteristics Closed schemes More ... read more >>
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The Pensions Regulator. Scheme funding (handouts)
1 Scheme Funding David Unsworth October 2005 Scheme Funding Part 3 of PA 2004 Secondary legislation in the form of Regulations Regulator guidance in the form of a code of practice and sample documents Regulators use of powers Key Elements Statutory ... read more >>
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Transfer values - just another option?
1 Transfer Values - Just another option? Martin Potter Introduction Part 1: The Past Modern history of transfer values The MFR EXD54 Part 2: First Principles? Appendix: EXD54 Details Part 1: The Past 2 Modern history of transfer values Statutory right ... read more >>
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Plan design: Post-simplification plan design flexibility (handouts)
1 Plan Design : Post-simplification plan design flexibility Current Issues in Pensions: 21st October 2005 Design opportunities covered Combining OPS and PP Flexible retirement with continued work Death benefits Restructure in line with PPF But don t ... read more >>
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Estimating reserving uncertainty
1 Estimating Reserving Uncertainty 32nd ANNUAL GIRO CONVENTION The Imperial Hotel, Blackpool Members of the Working Party Mohammad Khan Colum D Auria Hanna Kam Jennifer Kang Christian Kortebein Anita Morton James Toller James Upson What were we asked ... read more >>