We want to ensure all members and non-members who are going through or engaging with our Education provision have a high quality, positive experience. We recognise, however, on occasion, standards of service may not meet your expectations.
Our Education Complaints policies covers the various areas of the IFoA education provisions; student admissions, exemptions, work experience, examinations, CERA award, and Life-Long Learning awards. There are certain areas not covered by these policies. Members should ensure they read the policy documents below before submitting a complaint.
Stage 1: Informal complaints
Before making a formal complaint you should, where possible, try to resolve the issue directly with the IFoA service or team responsible. You do not need to use the complaints email address listed below. The IFoA aims to resolve informal complaints within 5 working days.
Stage 2: Formal complaints
If you are still unhappy with the level of service you have received, you are able to raise a complaint via:
- Your complaint should contain as much information and detail as possible, including any supporting evidence or documentation. The more information you can provide, the quicker we will be able to resolve your complaint.
- Each complaint received will be reviewed to ensure it meets the IFoA’s criteria and the threshold to be considered and investigated.
- You will receive an acknowledgement within 5 working days that your complaint has been received and who will be responding to it.
- The IFoA aims to resolve all complaints within 30 days, however, we hope in the majority of cases complaints will be responded to much sooner.
- In certain cases, the IFoA may not be able to respond within 30 days. You will always be informed of the reasons why this might occur.
Important information about making a formal complaint
- The date when you submit your complaint should not be more than 6 months from when the issue occurred.
- We cannot accept a complaint until the issue has been resolved by the relevant IFoA team. For example, an exemption to which you do not know the outcome of, an access arrangement that is still under consideration.
- Please include any evidence or supporting material with your correspondence. This will allow us to investigate your complaint as quickly as possible.
- Members should always try to resolve any issue with the IFoA team responsible before considering a formal complaint.
- The policies below should be read in full before submitting a complaint to ensure it meets the grounds.
Qualification Complaints. For individuals leading up to qualification as an Associate or Fellow.
Life-Long Learning Complaints. For members returning to study, eg for a CERA Award or a member pursuing a Lifelong Learning Award eg the Data Science Certificate.
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What are the advantages of using artificial intelligence (AI) in investing? What are the differences between traditional quant and AI? This new webinar discusses challenges and the future of AI in the investment sector.
Delivered by the IFRS 17 Contractual Service Margin working party.
The Certified Actuarial Analyst (CAA) qualification has rapidly established itself as adding real value, to insurers and consultancies, and to the clients of consultancies, around the World. CAAs work alongside actuaries and actuarial students, as well as other financial services professionals, in an increasingly broad range of roles and fields.
This session is a repeat of the one earlier today at 09:30
Many individuals and institutions have a long-term focus, and invest funds for the benefit of future generations. Their strategy should reflect their long horizon. University endowments are one of the oldest classes of institutional investor, and I will present the first study of the management of these endowments over the very long term.
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.
This year's Life Conference 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 life insurance field via online webinars. All sessions will be recorded and made available to purchase and re-watch post-event on the IFoA's website.
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.
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.