If you are thinking of making a complaint against a firm who are licensed under our Designated Professional Body (DPB) regime, please visit our How to complain about a firm licensed by the IFoA webpage.
How to make a complaint
Due to the ongoing COVID-19 situation, the IFoA is currently managing its resources carefully and will therefore be giving priority to complaints where it is in the public interest that we do so. This means there may be delays in the progression of other complaints during this time. Please see our guidance note on our handling of Disciplinary Tribunals during the COVID-19 situation.
If you are considering making a complaint about a member of the Institute and Faculty of Actuaries (IFoA), we recommend that you first read our note "How to complain about a member".
How to complain about a member contains information about:
- how to make an allegation against a member
- how the IFoA deal with allegations against a member
- the disciplinary process, and
- details of other organisations who may be able to help.
If you have any questions about making a complaint about an IFoA member please email firstname.lastname@example.org.
Make a complaint
Please note, all IFoA offices are currently closed due to the COVID-19 situation and employees are working remotely. Please do not post any hard copy documents to us at this time but send correspondence by email only.
All complaints must be made in writing – using our Member allegation form will ensure you provide all the information we need.
Allegations and/or completed forms should be sent to:
The Disciplinary Investigation Team
Institute and Faculty of Actuaries
Level 2 Exchange Crescent
7 Conference Square
Please email to: email@example.com
Help and guidance
We have produced the following range of informative notes about our disciplinary and capacity for membership processes:
- How to complain about a member
- About Adjudication Panels – Information for the person who made the allegation
- Taking a statement from the person who made the allegation
- How to withdraw an allegation
- Independent Examiner – Information for the person who made the allegation
- Disciplinary Tribunal Panel – Information for the person making an allegation
- Disciplinary Tribunal Panel - Appearing as a witness
- Capacity for Membership Process
- 1 February 2018
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If you have any questions about the disciplinary process, please email
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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.
This webinar will provide an update on the emerging thinking around future regulation of DB schemes:
The webinar will discuss the challenges and opportunities schemes face in evaluating end game options, choosing a target state and understanding the impact this strategic decision could have on member outcomes long after the “end state” is reached. Adolfo, Kevin and Rhian bring over 60 years of experience in the industry and a variety of perspectives as scheme actuary, covenant adviser, trustee, de-risking adviser and insurer.
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.
Patrick Kennedy, Partner at Gateley Legal and Founding Director of Entrust (a leading professional pensions trustee company), will be delivering an update on the latest legal developments during the course of 2020. With both a pensions legal perspective and over 25 years of trustee service, Patrick will seek to highlight how the letter of the law has continued to evolve against the backdrop of a difficult and challenging year
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.