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Author:
John Cummings; Shayne Deighton; John Jenkins; Derek Wright
Source:
Current Issues in Life Assurance seminar 2005

The role of advisors: feedback from the big four (handouts)

1 CILA 2005 Role of Advisors: feedback from the big four Derek Wright Deloitte John Jenkins KPMG Shayne Deighton Ernst & Young John Cummings PwC Appointed Actuary With Profits Actuary Head of Actuarial Function Reviewing Actuary CP 167 ... read more >>

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Author:
Sid Malik\; Ben Rowe
Source:
Current Issues in Life Assurance seminar 2005

Realistic balance sheet management actions (handouts)

1 Realistic Balance Sheet Management Actions Sid Malik Ben Rowe What we intend to cover Focus solely on management actions assumed under Peak 2, covering ? Key findings of our review of the 2004 Annual Returns ? Challenges facing firms, FSA and the ... read more >>

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Author:
Daniel Bruce; Russell Ward
Source:
Current Issues in Life Assurance seminar 2005

Individual capital assessment reviews: FSA observations (handouts)

1 ICA Reviews Observations from the FSA Daniel Bruce & Russell Ward Agenda ? Review process & progress ? Information submitted by firms ? Technical issues ? What does ICG look like? A typical review process Internal Planning Submission ... read more >>

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Author:
Andrew Barnes
Source:
Actuaries and the law half-day seminar, 13 September 2005

Whistle-blowing and notifiable events (handouts)

1 Whistle-blowing and notifiable events Andrew Barnes Watson Wyatt Limited Contents ? Whistle-blowing ? Notifiable events Whistle-blowing ? Reporting breaches of the law to the Pensions Regulator (TPR) ? Decision whether to report ? Is there ... read more >>

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Author:
Peter Esam
Source:
Actuaries and the law half-day seminar, 13 September 2005

Moral hazard

Moral Hazard Peter Esam Overview • Debt on employer • Contribution notices • Financial support directions Overview • Contribution notices • Avoidance of section 75 debt Overview • Financial support directions • Employer with insufficient ... read more >>

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Author:
Bill Dixon
Source:
Actuaries and the law half-day seminar 2005

How to manage your risks including conflicts, limitations of liability and status of professional guidance (Handout)

1 Actuaries and the Law Seminar Tuesday 13 September 2005, Staple Inn Hall, London UK HOW TO MANAGE YOUR RISKS INCLUDING CONFLICTS, LIMITATIONS OF LIABILITY AND STATUS OF PROFESSIONAL GUIDANCE BILL DIXON PINSENT MASONS WHAT RISKS NEED ... read more >>

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Author:
Andrew Barnes
Source:
Actuaries and the law half-day seminar, 13 September 2005

Whistle-blowing and notifiable events

Whistle-blowing and notifiable events Andrew Barnes Watson Wyatt Limited Contents ? Whistle-blowing ? Notifiable events Whistle-blowing ? Reporting breaches of the law to the Pensions Regulator (TPR) ? Decision whether to report ? Is there ... read more >>

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Author:
Peter Esam
Source:
Actuaries and the law half-day seminar, 13 September 2005

Moral hazard (handouts)

1 Moral Hazard Peter Esam Overview • Debt on employer • Contribution notices • Financial support directions Overview • Contribution notices • Avoidance of section 75 debt 2 Overview • Financial support directions • Employer with insufficient ... read more >>

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Author:
Andrew Barnes
Source:
Actuaries and the law half-day seminar, 13 September 2005

Whistle-blowing and notifiable events

1 The Regulator s view on Life Assurance ICAs to date Kieran Barnes Financial Services Authority 9 May 2005 Overview Why is the FSA reviewing ICA s? Where we are with the rollout Review process Methodology Current issues and potential hot ... read more >>

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Source:
CMI Workshops on New Projection Methodologies and Software, September 2005

Mortality projections associated with the 00 series tables

Continuous Mortality Investigation Mortality Projections associated with the ’00’ series tables London 12/9/2005 Edinburgh 14/9/2005 Continuous Mortality Investigation Agenda • Introduction • P-spline model • Lee-Carter model • Illustrative ... read more >>

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Author:
Martin Karlsson\; Les Mayhew\; Ben Rickayzen
Source:
Ageing Population Conference 2005

In sickness and in health? Dynamics of health and cohabitation among older people (handouts)

1 In Sickness and in Health? Dynamics of Health and Cohabitation among older people (Work in Progress) Martin Karlsson, Les Mayhew, Ben Rickayzen Cass Business School, City University Outline • Brief overview of past LTC research • Purpose of current ... read more >>

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Author:
Susan St John
Source:
Ageing Population Conference 2005

Policies for drawing down retirement saving in New Zealand: implications for the ageing of the population (handouts)

1 Policies for drawing down retirement saving in New Zealand: implications for the ageing of the population AGEING POPULATION CONFERENCE 2005 - SIXTY-FIVE AND NOT OUT! 7-9 September 2005, St Anne’s College Oxford, UK Susan St John Auckland ... read more >>

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Author:
Mike Wadsworth
Source:
Ageing Population Conference 2005

Reinventing annuities. Options for distribution (handouts)

1 Reinventing Annuities Options for distribution Presented by Mike Wadsworth mike.wadsworth@watsonwyatt.com September 2005 Copyright © Watson Wyatt Worldwide. All rights reserved. Annuitisation - key questions ? Is it useful at any age? ? What is ... read more >>

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Author:
Karen Rowlingson
Source:
Ageing Population Conference 2005

Can assets or bequests fill the pensions gap? (handouts)

1 Can assets or bequests fill the pensions gap? Karen Rowlingson University of Bath Pensions Commission considered possible role of non-pension wealth in later life ? Liquidation of assets in later life unlikely to be significant ? Economic ... read more >>

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Author:
David Blake; Les Mayhew
Source:
Ageing Population Conference 2005

Economic and demographic choices facing the long-term viability of the UK basic state pension (hanouts)

1 Economic and demographic choices facing the long-term viability of the UK basic state pension David Blake & Les Mayhew Cass Business School, City University, London Date Arial Bold 10pt What the papers said 22 The Guardian Monday November ... read more >>

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Author:
Martin Karlsson\; Les Mayhew\; Ben Rickayzen
Source:
Ageing Population Conference 2005

In sickness and in health? Dynamics of health and cohabitation among older people

In Sickness and in Health? Dynamics of Health and Cohabitation among older people (Work in Progress) Martin Karlsson, Les Mayhew, Ben Rickayzen Cass Business School, City University Outline • Brief overview of past LTC research • Purpose of current ... read more >>

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Author:
Steve Troop

The future of retirement

HSBC The Future of Retirement9th September 2005 Population Ageing Conference 2005 The Future of Retirement Steve Troop Group Head, Retirement Businesses HSBC The Future of Retirement9th September 2005 Overview • Retirement: an HSBC perspective • ... read more >>

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Author:
Martin Karlsson\; Les Mayhew\; Ben Rickayzen
Source:
Ageing Population Conference 2005

In sickness and in health? Dynamics of health and cohabitation among older people

1 Demand for Tailor Made LTC Insurance Preliminary Research Findings Martin Karlsson Cass Business School City University Overview • Research questions • Review of past research activity • An over-simplified assessment of demand • Outlook: An ... read more >>

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Author:
Philip Booth
Source:
Ageing Population Conference 2005

The pensions quagmire

Philip Booth Professor of Insurance and Risk Management, Cass Business School; Editorial and Programme Director, IEA The Quagmire Every aspect of pensions provision is surrounded by government-imposed complexity Includes: state pensions, taxation of ... read more >>

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Author:
Desmond Le Grys\; Leslie Sopp
Source:
Ageing Population Conference 2005

Resources and attitudes in ageing societies

Resources and attitudes in ageing societies Attitudes of older people to finance, work, retirement and ageing in the UK, including new segmentation model of older people Desmond Le Grys, Chairman, Age Concern Enterprises Ltd., Leslie Sopp, Head of ... read more >>