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Pensions Conference Webinar: AMS Thematic Review Programme & changes to the CPD Scheme

Tuesday 16 June 2020 12:00 - 13:00

This session will focus on two important IFoA developments: the new Actuarial Monitoring Scheme (AMS) and the outcome of its substantive review into the CPD scheme. 

This is a valuable opportunity for delegates to hear from the IFoA’s Actuarial Monitoring Scheme (AMS) Team about the ongoing programme of Thematic Reviews which form part of the AMS

The first two reviews are focused on the topics of: 
•Pensions: Actuarial factors used to calculate member benefits; and 
•Insurance: Role of actuarial advice in pricing of GI products
The presenters will explain more about the reviews and planned outputs as well as talking about future plans for the Thematic Review Programme
The session will also include an update on changes to the IFoA’s CPD Scheme. Delegates will have an opportunity to ask questions about the changes being made and what that will mean in practice.

A round-up of other relevant professional regulation developments will also be provided as part of the session.


Judith Joy, IFoA

Judith Joy is a Regulatory Lawyer in the General Counsel directorate of the IFoA. She is responsible for drafting and maintaining standards, guidance and other material with the purpose of regulating the profession in the public interest. She currently manages the review of the CPD Scheme, the regulatory working party considering CDC Pension Schemes, and the IFoA’s Designated Professional Body Regime.

Judith joined the IFoA in 2018, prior to which she was a solicitor specialising in Private Client.

David Gordon, IFoA

David Gordon is Senior Review Actuary at the Institute and Faculty of Actuaries heading up the Actuarial Review Team which is delivering the Thematic Review Programme.  This programme is reviewing how work is carried out by actuaries in practice, including review of the work itself, allowing the IFoA to share good practice with members and their employers. 

David joined the IFoA at the start of 2020 with over 30 years’ experience in the pensions industry. He has worked with Willis Towers Watson throughout his career advising numerous UK pension schemes and their sponsors on how best to deliver funding, investment and risk management.  Alongside client work, David provided guidance to colleagues worldwide on best practice and professional issues.  He was Willis Towers Watson's Senior Quality Assurance Representative under the IFoA's Quality Assurance Scheme. David was voted the Actuarial Post's Pensions Actuary of the Year 2016.

The webinar will take place 16 June 12:00-13:00 BST




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