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Transition from Work-Based Skills/Work Experience Form A/B to PPD

The transition from one work experience scheme to another is not intended to extend the time to qualify. The principles provided below are a guide to support you in transitioning to PPD.

Transition from WBS to PPD for Fellows

  • If you wish to qualify as a Fellow after 18 January 2019, you will be required to submit a combination of both WBS and PPD documentation to complete the minimum of 36 months experience overall.
  • All students should have started PPD from September 2018.
When work experience is submitted for Fellowship qualification Number of months of WBS expected Number of months of PPD expected Minimum total number of months required
By the end of 2019 24 months 12 months 36 months
By the end of 2020 12 months 24 months 36 months
By the end of 2021- onwards 0 months 36 months 36 months

*The table above is a guide and may not fit all students applications. Where students have either more or less WBS/PPD than stated above, their application will still be considered as long as the minimum amount of work experience recorded meets the requirement of their desired qualification. 

Transition from WBS to PPD for Associates

If you wish to qualify as an Associate you will need to submit at least 12 months’ worth of PPD. As of January 2019, WBS is no longer accepted for Associateship applications. Please note, if you joined the IFoA after 2 January 2019, different requirements apply, please see PPD for 2019 joiners.

Pre-2004 Joiners

If you joined the Institute of Actuaries prior to 1 July 2004 and previously used Form A/B to record your work experience, the following guidelines will apply.

  • From February 2019, you can no longer qualify as Associate or Fellow using solely your Work Experience Form A/B.
  • You should now be completing PPD to the same guidelines as all other students.
  • If you wish to qualify as a Fellow after 1 February 2019 you will be required to submit a combination of both work experience and PPD documentation to complete the minimum requirement of 36 months experience overall.

Work experience submitted for Fellow (pre July 2004 joiners - Institute of Actuaries)

Month when the work experience is submitted for Fellowship qualification Number of months of work experience expected on Form A/B Number of months of PPD expected Minimum total number of months required
February 2019 – end of 2019 24 months 12 months 36 months
By the end of 2020 12 months 24 months 36 months
By the end of 2021-onwards 0 months 36 months 36 months

Work experience submitted for Associate (pre July 2004 joiners - Institute of Actuaries)

Month when the work experience is submitted for Associate qualification Number of months of work experience expected Number of months of PPD expected Minimum total number of months required
February 2019 onwards 0 months 12 months 12 months

Pre 2004 joiners - Faculty of Actuaries

If you joined the Faculty of Actuaries prior to 1 July 2004 and had no work experience requirements, you will now be required to start completing PPD from the month you joined the Faculty. For example if you joined the Faculty of Actuaries in July 1999 then you would start to complete the PPD requirements from July 2018 and carry on completing work experience in PPD until you are ready to become either an Associate or Fellow.

Contact Details

Education Services Team

education.services@actuaries.org.uk

Institute and Faculty of Actuaries, 1st Floor, Park Central, 40/41 Park End Street, Oxford, OX1 1JD

+44 01865 268207

We aim to respond to all enquiries within two working days.

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Events calendar

  • Sub-Saharan Africa Town Hall

    26 February 2021

    Spaces available

    IFoA Immediate Past President John Taylor would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual SSA Town Hall 2021, hosted by John Taylor with IFoA Council Members Mukami Njeru, Prosper Matiashe and IFoA Chief Executive, Stephen Mann.

  • MENAP Town Hall

    2 March 2021

    Spaces available

    IFoA Immediate Past President John Taylor would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual Middle East, North Africa and Pakistan (MENAP) Town Hall 2021, hosted by John Taylor and IFoA Chief Executive, Stephen Mann. 

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    COVID-19 has seen a marked increase in mental health issues. We all have mental health and poor mental health has serious consequences for individuals and our workplaces, with it costing UK businesses £33-42 billion annually.

  • The price is righter

    16 March 2021

    Spaces available

    This webinar provides an overview of the state of the UK protection market, and how different insurers are using different levels of sophistication to price (such as using customer demand models). It considers how insurers have implemented these sophisticated pricing techniques, and the practical challenges they have faced.

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  • Spaces available

    What is stewardship and how has the landscape changed under the 2020 UK Stewardship Code? How does effective stewardship create long term value for beneficiaries and what roles do asset owners and asset managers play in active stewardship. This webinar will offer answers to these questions in a practical approach to stewardship reporting.