This working party will look at the role of actuaries in new product design

The IFoA would like to produce research on the impact of actuaries on new product design. The focus is on investment orientated products including (personal) pensions and ISAs.

Download the terms of reference for the working party

Key objectives:        

  • Desk based research into the key themes and issues
  • Actuaries play a role in the design, marketing and management of products for life insurers - what lessons can be learnt from the past product failures
  • What role do actuaries have in ensuring product designs; supporting marketing materials and sales practices lead to a reasonable range of customer outcomes; and acting in the public interest?
  • What are the regulator’s expectations?

Key outputs:

  • A presentation at Life Conference
  • A sessional meeting
  • A final report
Chair: Dawn Whittaker
Membership: 8
Established: 2019

Related documents

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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