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.
- 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.
- Life Conference 2018 presentation
- Life Conference 2017 presentation
- Life Conference 2004 (conference handout)
- prepare consultations responses, as required, on behalf of the Life Board
- Reforms to Corporation Tax Loss Relief (IFoA response to HM Revenue & Customs, 2016)
- presentation at Life Insurance Taxation Seminar
- submit articles for The Actuary magazine
- other presentations, response or participation as may be deemed to be required
- CP3/14 Solvency II: recognition of deferred tax (IFoA response to the PRA, 2014)
- Presentation (Life Conference, 2013)
- Prepared: Response to Consultation by HMRC on Life Insurance Companies: A New Tax after Solvency II presentation (Highlights of the Life Conference, 2012)
- Life Insurer Taxation Seminar presentation (September 2012)
- Are You Ready? (Life Conference, 2012)
- Corporate Tax Regime (June 2011)
- Submitted article to The Actuary magazine: Budget 2011 - Consultation on Changes to Life Assurance Taxation (May 2011)
- Tax after Solvency II presentation (Life Conference, 2011)
- Drafted letter for Chair of LPEC to send to HMRC on Taxation of capital support to long term funds.
- Life Office Taxation - Consultation from the Inland Revenue (September 2003)
- Life Office Taxation update - Secondary legislation on tax (September 2003)
- Life Office Taxation update - Life Insurance tax changes (January 2003)
- Life Office Taxation update - taxation of disability business (August 2001)
- Life Office Taxation update on Budget changes (March 2001)
- Inland Revenue Website article (January 2001)
- 9 November 2017
- 1 May 2011
- 27 June 2011
HM Revenue & Customs. Consultation on Solvency II and the taxation of insurance companies. Comments from the Actuarial Profession1 June 2010
- 7 November 2010
- 1 November 2010
- 30 November 2008
- 9 November 2008
HMRC Position Paper: Taxation of capital support to long term funds. Comments from the Actuarial Profession25 September 2008
- 31 May 2008
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A Trusted Profession
This free 1 hour CPD webinar is designed to meet the IFoA’s Stage 3 Professional Skills Training under the IFoA’s CPD Scheme 2019/2020 and is suitable for actuaries working in any area (i.e. it is not specifically aimed at Pensions, GI or any other technical discipline) and is interactive.
Modelling the structure and trends of cancer morbidity risk is important for pricing and reserving in related health insurance fields such as critical illness insurance and care provision. We model the dynamics of cancer incidence over time in different regions in England, using 1981-2016 ONS data. The modelling allows estimation of cancer rates at various age, year, gender and region levels, following a Bayesian setting to account for statistical uncertainty. Our analysis indicates significant regional variation in cancer incidence rates.
In this talk we will outline the steps Aviva took in pulling together our first large-scale disclosures on the exposure of our business to climate change published in March 2019; in line with the recommendations of the Taskforce on Climate-related Financial Disclosures. After touching on why insurers have such an important role in climate change, we'll cover a brief “how-to” guide for those who have not yet embarked on thinking about these topics before giving a case study of how the learnings from a TCFD disclosure exercise can be applied to investment portfolios.
The insurance industry currently underwrites customers with diabetes based on a range of factors, medical expertise and various medical studies. The work undertaken by the Diabetes Working Party would help the industry to approach this using current research findings to update and enhance how potential risk from diabetes is considered. This includes the need to understand the underwriting implications as treatments improve, and potentially to develop new products that are tailored to those with diabetes. This webinar will present our latest findings in the management of this important chronic condition which will include research in collaboration with the ARC.
This event is now fully booked. To join the wait list, please register here.
Get ready for the new CPD Scheme launching on 1 September. Join us for a discussion on what the new Scheme will look like in practice. There will be an opportunity to field questions to the IFoA Executive on how the Scheme’s requirements will affect you.
There will be a prestigious line-up of international speakers discussing the insurance and financial industry’s innovation and change in Asia. The conference will take place throughout September via an online platform. The webinars consist of plenary speaking sessions and a series of workshop sessions including Life, GI, Data Science, Sustainability, Risk Management and Investment.
This will be the perfect opportunity for you to discover,ask questions and be at the forefront of current and developing actuarial/financial topics and trends in Asia.
In this webinar we will provide an insight into enterprise-wide risk management in banking, showing similarities to the world of insurance as well as identifying differences. Just as insurance companies have to submit an ORSA, so bank’s have to submit their own equivalent, the Internal Capital Adequacy Assessment Process or ICAAP.
This free 90 minute webinar is designed to support the IFoA CPD Co-ordinators, and others, involved in supporting our members to achieve their CPD requirements.
The programme will include an overview of the new CPD Scheme; specifically sharing with you key messages to support you implement and embrace the new CPD Scheme for our members within your organisation and regional community; how to arrange a reflective practice discussion; and an interactive reflective practice discussion learning exercise. In addition, delegates will gain information about accessing, and making the most of the IFoA event Toolkits which you can make use of to run your own in-house events and events for regional communities.