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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The Growth Mindset for Actuaries
13 October 2021 - 8 December 2021This practical course is aimed at actuaries at any stage of their career who want to develop their own growth mindset and apply it to their work setting and personal or professional lifelong learning. The content of the course builds on the lecture given by Dr Helen Wright on Growth Mindset as part of the President’s 2021 Lecture series, and will be delivered over a period of 2 months, from mid-October to early December.
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The importance of biodiversity for finance, business and policy is being increasingly recognised. While many studies highlight the overall economic impact that biodiversity loss could have, it is much more difficult to quantify and understand the particular impact that is may have on individual businesses or communities. The management and measurement of these risks is a field where actuaries are well placed to contribute. -
The climate crisis and the degradation of our planet will affect societies everywhere. How we address these threats will require solutions that transcend borders. As a global profession, the actuarial community is well-placed to consider and propose effective risk management solutions to help manage the climate crisis.
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GIRO 2021 Webinar Series
Online8 November 2021 - 19 November 2021
Join leading experts to discuss key issues, emerging ideas and new research across the general insurance sector. -
Proposals for changes to the regulatory framework on climate change and sustainability
11 November 2021This is a free webinar with an expert panel providing their views on the ongoing IFoA consultation for proposals regarding changes to the regulatory framework on climate change and sustainability.
The regulatory consultation sets out, for feedback some proposed approaches that the IFoA are considering in relation to charter commitments under the UK’s Green Finance Education Charter (GFEC) and the regulatory framework, including the Actuaries’ Code.
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Life 2021 Webinar Series
Online22 November 2021 - 26 November 2021
Join leading experts to discuss key issues, emerging ideas, and new research across the Life insurance sector. -
Pioneering Roles for Actuaries in Health and Care
29 November 2021
The role of actuaries within the health sector varies considerably from one country to another, due to differences in the local evolution of health systems and the funding models for health services. -
What next for Mental Health in Insurance?
1 December 2021Content will be aimed at all actuaries looking to understand the issues surrounding mental health in insurance and in particular those looking to ensure products and processes widen access for, and are most useful to, those experiencing periods of poor mental health.
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The Many Faces of Bias
2 December 2021
This webinar looks at the many types of biases, both conscious and unconscious and the impacts they can have in the workplace. Raising our own awareness and understanding of the issues can help us avoid the pitfalls of unconscious bias in particular. We’ve all heard the phrase ‘office banter’ but are we sure that’s how those on the receiving end perceive it and is it ok to go along with it?
The importance of biodiversity for finance, business and policy is being increasingly recognised. While many studies highlight the overall economic impact that biodiversity loss could have, it is much more difficult to quantify and understand the particular impact that is may have on individual businesses or communities. The management and measurement of these risks is a field where actuaries are well placed to contribute.
Join leading experts to discuss key issues, emerging ideas and new research across the general insurance sector.
Join leading experts to discuss key issues, emerging ideas, and new research across the Life insurance sector.
The role of actuaries within the health sector varies considerably from one country to another, due to differences in the local evolution of health systems and the funding models for health services. 
This webinar looks at the many types of biases, both conscious and unconscious and the impacts they can have in the workplace. Raising our own awareness and understanding of the issues can help us avoid the pitfalls of unconscious bias in particular. We’ve all heard the phrase ‘office banter’ but are we sure that’s how those on the receiving end perceive it and is it ok to go along with it?