Document library
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- Author:
- Social Policy Board\; Peter Taylor-Gooby
Public expectations of pension provision. Final report to the Actuarial Profession
Final report to the Actuarial Profession based on analysis of data on trust in pensions from the 2002 British Social Attitudes survey, specially-commissioned focus group interviews and literature review. Public Expectations of Pension Provision Final ... read more >>
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Guidelines on the respective roles of the Investigating Actuary and the Case Officer
The Disciplinary Schemes commenced on 1 January 2004 and introduced a new approach to how the Profession investigates complaints of alleged professional misconduct. In particular, the Schemes introduced the concepts of Adjudication Panels and the ... read more >>
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- Author:
- Pensions Board\; Technical Support and Research Committee
Report on mortality basis in Technical Memorandum 1 (TM1): Statutory Illustrations of Money Purchase Benefits (SMPI)
Under the disclosure requirements for money purchase benefits introduced by the DWP from April 2003, pension scheme trustees or managers are required to produce a projection once a year showing the amount of annuity that an individual's pension fund might ... read more >>
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- Author:
- Wendy Beaver
- Source:
- Pensions Board\; Technical Support and Research Committee
Technical Memorandum 1 (TM1): Statutory Illustrations of Money Purchase Benefits (SMPI). Consultation on Version 1.1 - changes to the assumptions in Appendix D. Covering letter
Under the disclosure requirements for money purchase benefits introduced by the Department for Work and Pensions (DWP) from April 2003, pension scheme trustees or managers are required to produce a projection once a year showing the amount of annuity that ... read more >>
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- Author:
- Graham Withers
- Source:
- Impact of the Pensions Bill seminar, November 2004
Legal issues - Section 67, conflicts of interest (slides)
Mercer Human Resource Consulting LEGAL ISSUES Section 67, conflicts of interest Mercer Human Resource Consulting Legal Issues – s 67 Changes requiring member consents ? conversion of DB to DC ? reduction in pensions in payment Mercer Human ... read more >>
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- Author:
- Sam Anthony
- Source:
- Impact of the Pensions Bill seminar, November 2004
The Pensions Regulator - a new approach to regulation (slides)
The Pensions Regulator A new approach to regulation what we will cover today ? drivers for change ? proposed regulatory strategy ? next steps drivers for change ? changing pensions environment ? learning from the last six years ? European ... read more >>
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- Author:
- Rachel Low
- Source:
- Impact of the Pensions Bill seminar, November 2004
The Pensions Regulator: its structure and powers (slides)
The Pensions Regulator: its structure and powers Rachel Low Opra background • Pensions Bill 2004 • currently in the House of Lords • Royal Assent expected November 2004 • will create the Pensions Regulator & the Pensions Protection Fund the ... read more >>
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- Author:
- Simon Banks, Cliff Speed
- Source:
- Impact of the Pensions Bill seminar, November 2004
The Pension Protection Fund (PPF) (slides)
Impact of the Pensions Bill The Pension Protection Fund (PPF) 27 October 2004 You are listening to: • Simon Banks • Cliff Speed Agenda • What is the PPF • What happens in the US? The PBGC. • How should the levy by set? • What might happen – ... read more >>
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- Author:
- Rachel Low
- Source:
- Impact of the Pensions Bill seminar, November 2004
The Pensions Regulator. Codes of practice (slides)
…protecting pensions Rachel Low Opra codes of practice …protecting pensions codes of practice and dealing with the regulator • codes of practice – what will they cover? – what are they? – how will they affect me? – where are they? – give me an ... read more >>
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- Author:
- Graham Withers
- Source:
- Impact of the Pensions Bill seminar, November 2004
Legal issues - Section 67, conflicts of interest (handouts)
1 Mercer Human Resource Consulting LEGAL ISSUES Section 67, conflicts of interest Mercer Human Resource Consulting Legal Issues – s 67 Changes requiring member consents ? conversion of DB to DC ? reduction in pensions in payment Mercer Human ... read more >>
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- Author:
- Frances Fernandes
- Source:
- Impact of the Pensions Bill seminar, November 2004
Scheme-specific funding - nice idea but .... (slides)
Financial Markets Advisory, 27th October 2004 Scheme-specific funding - nice idea but... Francis Fernandes 2 Disclaimer This presentation was prepared by ABN AMRO exclusively for the benefit of those attending the Actuarial Profession’s seminar on ... read more >>
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- Author:
- Rachel Low
- Source:
- Impact of the Pensions Bill seminar, November 2004
The Pensions Regulator: its structure and powers
1 The Pensions Regulator: its structure and powers Rachel Low Opra background • Pensions Bill 2004 • currently in the House of Lords • Royal Assent expected November 2004 • will create the Pensions Regulator & the Pensions Protection Fund the ... read more >>
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- Author:
- Simon Banks, Cliff Speed
- Source:
- Impact of the Pensions Bill seminar, November 2004
The Pension Protection Fund (PPF)
1 [DocID] Impact of the Pensions Bill The Pension Protection Fund (PPF) 27 October 2004 You are listening to: • Simon Banks • Cliff Speed Agenda • What is the PPF • What happens in the US? The PBGC. • How should the levy by set? • What might ... read more >>
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- Author:
- Charles Cowling\; Tim Gordon\; Cliff Speed
- Source:
- Sessional Meeting Paper
Funding defined benefit pension schemes [mp3 sound file]
This paper puts the case for the Actuarial Profession revising and tightening its standards on actuarial funding advice in relation to United Kingdom occupational pension schemes. We critique current actuarial practice and advocate principles for ... read more >>
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- Author:
- Charles Cowling, Tim Gordon, Cliff Speed
- Source:
- Sessional meeting paper
Funding defined benefit pension schemes
This paper puts the case for the Actuarial Profession revising and tightening its standards on actuarial funding advice in relation to United Kingdom occupational pension schemes. We critique current actuarial practice and advocate principles for ... read more >>
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- Author:
- The Actuarial Profession
Guidelines on referral for Disciplinary Investigation by an Honorary Secretary
The Disciplinary Schemes of both the Institute and Faculty are designed to respond to complaints. However, there is also a process which allows the Profession to initiate an investigation pro-actively. 22.10.2004 1/5 THE ACTUARIAL PROFESSION ... read more >>
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- Author:
- Institute of Actuaries Designated Professional Body Committee
Compliance Bulletin 12, October 2004
Contents: DPB Handbook Client Money Rules\; Treating Customers Fairly ('TCF') 1 INSTITUTE OF ACTUARIES DPB COMPLIANCE BULLETIN NO. 12 (October 2004) Maclaurin House 18 Dublin Street Edinburgh EH1 3PP DPB Handbook Client Money Rules ... read more >>
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- Author:
- Rachel Low
- Source:
- Impact of the Pensions Bill seminar, November 2004
The Pensions Regulator. Codes of practice
1 Regulating Pension Scheme Funding 5 November 2007, London Fraser Low 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 to help ... read more >>
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- Author:
- Michael Pomery
- Source:
- General Insurance Convention 2004
Morris Review and other challenges (Slides)
GIRO Conference 2004 Morris Review and Other Challenges Michael Pomery 15 October 2004 Morris Review : Key Issues Actuarial roles, reserved roles Public interest, accountability Market for actuarial services Self regulation, governance Morris Review : ... read more >>
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- Author:
- Robert Humphreys
- Source:
- General Insurance Convention 2004
Franchise performance directorate - an overview [slides]
1 1 Rob Humphreys Franchise Performance Directorate 14th October 2004 “FPD – an overview” GIRO Workshop 2 Agenda ? Franchise concept ? Role of FPD ? Business planning ? Reinsurance ? Claims ? Run-off ? Summary 3 Franchise Vision & Goal “To ... read more >>