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Finance and Investment Research subcommittee

The Finance and Investment Research subcommittee stimulates the advancement of actuarial science and provides a focal point for research in the practice area, that includes developing cross practice initiatives.

The sub committee’s key objectives are to focus on the following key themes:

  • identify, promote and foster research opportunities, including:
    • oversight and guidance of member-led research initiatives, in accordance with the Guidance for new working parties
    • working with the Executive’s Research team to:
      • establish links with universities and external research bodies:
      • identify topics/areas for commissioned research
      • review and evaluation of commissioned research
      • identify topics for sessional research programme and source volunteers to peer review papers and chair events
  • support annual conference programme development and content
  • maintain a watching brief on the progress of and needs of existing member- led working parties
  • ensure actuarial science is interpreted as widely as needed to reflect the cross-practice nature of finance and investment
  • support the Research & Thought Leadership Board
  • provide input into the exam syllabus and monitor education needs and developments in the F&I practice area.

Membership of the Finance and Investment Research subcommittee for the 2020/21:

  • Alexandra Miles (Chair)
  • Leslie Uzan (Deputy Chair)
  • Crevan Begley
  • Daryl Boxall
  • Tanishq Jain
  • James Sheehan
  • Evangelia Soultani
  • Fandi Sun
  • Arjun Vyas
  • Elvis Gannon, Communities Manager

The Committee operates within a Terms of Reference and supports the IFoA's Council in the delivery of it's corporate strategy.

How to join the Finance and Investment Research subcommittee

All vacancies arising on Boards and their sub-committees are advertised on our volunteer vacancies web page.  Further information for volunteers, including tips on how to chair a meeting, can be found in the Volunteer Information Pack (VIP).

Related documents

Contact Details

If you have any questions about a practice area, its working parties, Member Interest Groups or Board and sub-committees, please contact the Communities Team:

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Start date
E.g., 26/10/2020
End date
E.g., 26/10/2020

Events calendar

  • GIRO 2020 Virtual Conference

    Available to watch globally in November.
    02-13 November 2020
    Spaces available


    This year's GIRO has been re-designed as a virtual conference to offer members and non-members the opportunity to get up to date content from leading experts in the general insurance field via online webinars. All sessions will be recorded and made available to purchase and re-watch post-event on the IFoA's GI Online Learning Resource area

  • Spaces available

    The webinar will discuss the challenges and opportunities schemes face in evaluating end game options, choosing a target state and understanding the impact this strategic decision could have on member outcomes long after the “end state” is reached. Adolfo, Kevin and Rhian bring over 60 years of experience in the industry and a variety of perspectives as scheme actuary, covenant adviser, trustee, de-risking adviser and insurer.

  • Spaces available

    Retail banking is going through a period of substantial change as it moves into the digital age. Banks have large amounts of data about their customers and about their risks. Open data application programming interface (APIs) and data science are enabling banks to use their data to offer innovative and sometimes personalised services. Data science is also adding value in risk areas such as fraud detection and cyber security. At the same time, the move to online banking is making it easier for firms including fintechs to enter banking without having to establish branch networks.

  • Spaces available

    Cash-flow driven investing is a game-changer for DB pension funds navigating their end-game. Suitable for sponsors who want to reduce risks on their balance sheets. And for trustees, it shifts the focus to providing greater certainty of returns, managing funding level volatility and ensuring they have enough income to pay cash-flow requirements.

  • Spaces available

    Patrick Kennedy, Partner at Gateley Legal and Founding Director of Entrust (a leading professional pensions trustee company), will be delivering an update on the latest legal developments during the course of 2020. With both a pensions legal perspective and over 25 years of trustee service, Patrick will seek to highlight how the letter of the law has continued to evolve against the backdrop of a difficult and challenging year

  • Spaces available

    The talk will provide an understanding of the priorities and relationships between deficit reduction contributions, in the context of wider scheme funding, and different types of value outflow from the employer based on the working party’s recently published report. 

  • Spaces available

    Covid-19 has required an urgent and cross-practice initiative to facilitate the extensive impact this pandemic has across all industries. IFoA members have been keen to contribute in a different way, so we developed the IFoA Covid-19 Action Taskforce [ICAT] to coordinate our effort, with a more efficient governance.

    We have over 500 volunteers and countless topics which we have amalgamated into 93 workstreams.