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Life Office Taxation

The Life Office Taxation Working Party aims to keep abreast of new developments in the field of Life Office tax, to analyse their impact, and to educate and inform members of the profession who are not tax specialists regarding such developments and associated current issues

Whilst we cannot answer individual tax queries we do welcome all suggestions regarding potential areas of study and ways in which we can improve the effectiveness of our work.  We must, of course, include a disclaimer!  Whilst the material here has been prepared in good faith we cannot accept responsibility for any errors or omissions, or changes since the articles were originally written, and you should seek your own specialist tax advice as required.

Key objectives:

  • keep abreast of new developments in the area of Life Office Taxation
  • keep the profession informed of developments in Life Office Taxation
  • analyse the impact of such developments
  • educate and inform members of the profession who are not tax specialists
  • consider the implications of Life Office Taxation developments upon actuarial work.

Outputs:

Chair: Paul Turnbull
Membership: 8
Established: 2010

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Contact Details

If you want more information about this research working party please contact the Communities Team.

professional.communities@actuaries.org.uk

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Events calendar

  • Spaces available

    Over recent months there has been a sharp rise in M&A activity involving British businesses, with interest from overseas, domestic buyers and Private Equity investors.  

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    Frank Redington is recognised as one of the most influential actuaries of all time. In this talk, Craig will review some of Redington's most important ideas. He will identify the consistent actuarial principles that form a common thread across the contributions Redington made to a broad range of actuarial fields, and will highlight the ongoing relevance of Redington's thinking to 21st century actuarial practice.

  • Spaces available

    The IFoA Mental Health working party look back over their week of blogs and podcasts considering all aspects of the relationship between mental health and life insurance. The expert panel spans adviser, underwriter and actuarial experience and they  explore triggers for purchasing insurance relating to mental health, the various routes to insurance and how these may be more suited to different people depending on their conditions and preferences, the products and processes involved in purchasing these as well as what claims and support are available to policyholders and how to access them.

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    Part of the 'Finance in the Public Interest 2022' webinar series. If it was ever okay to consider your business in isolation from its surroundings, today it most definitely is not. Thinking about business within its surrounding system is now a necessity. The question we seek to discuss is: How should we prescribe the boundaries in which we consider problems to enable us to create better products and more resilient companies and systems?

  • Spaces available

    What will happen to DC pension savers who see life annuities as poor VFM but still want an income for life?  Pooled annuity funds could offer them a decent lifetime income while reducing significantly the complex choices and risk inherent in income drawdown.  They could be the next generation of CDC pension schemes, slotting into the existing DC framework as a post-retirement option.