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.
- Please note: Work-Experience applications for Associate or Fellow received after 5pm on Friday 14th January 2022 must contain PPD only. Work-Based Skills and Form/AB will no longer be accepted.
| 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.
Please note: The 2021 qualifiers deadline in January 2022 will be the last opportunity for students to submit a work-experience application that contains an element of Work-Based Skills, Form A/B or the Accredited Employers Scheme. After that deadline, work-experience applications must consist of PPD only and no prior recording under previous schemes will be considered.
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
Member Services Team
memberservices@actuaries.org.uk
Institute and Faculty of Actuaries, 1st Floor, Park Central, 40/41 Park End Street, Oxford, OX1 1JD
We aim to respond to all enquiries within two working days.
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Events calendar
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TPR Climate Change Guidance Consultation
17 August 2021
Louise Pryor, IFoA President, will chair this free-to-view session, in which Alex Darsley, TPR, Actuarial Regulatory Policy, will be discussing the regulator’s Climate Change Guidance Consultation, which is seeking views on new guidance designed to help trustees meet tougher standards of governance in relation to climate change ri -
September 2021 - Exam Preparation Techniques Webinar
23 August 2021.
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Internal audit is often the Cinderella of the audit world. It’s a regulatory requirement for insurance companies to have an internal audit function, so why not make it as useful as possible? This session will look at how to link an internal audit plan to the risk register, and how that helps audit committees and boards to spot problems and fix them. -
Climate change is one of the greatest risks facing our world today. Addressing it will require multi-faceted solutions. Through this panel session, we will explore the different levers that can be used to meet net-zero targets including climate science and data, government engagement, and mobilising green finance.
Louise Pryor, IFoA President, will chair this free-to-view session, in which Alex Darsley, TPR, Actuarial Regulatory Policy, will be discussing the regulator’s 
Internal audit is often the Cinderella of the audit world. It’s a regulatory requirement for insurance companies to have an internal audit function, so why not make it as useful as possible? This session will look at how to link an internal audit plan to the risk register, and how that helps audit committees and boards to spot problems and fix them.
Climate change is one of the greatest risks facing our world today. Addressing it will require multi-faceted solutions. Through this panel session, we will explore the different levers that can be used to meet net-zero targets including climate science and data, government engagement, and mobilising green finance.