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How to make a complaint about an IFoA member

If you are thinking of making a complaint against one of our members, please watch this short video, which explains how to make a complaint against a member and how our disciplinary process works.

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 disciplinary.enquiries@actuaries.org.uk.

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
Edinburgh
EH3 8RA

Please email to: disciplinary.enquiries@actuaries.org.uk
 

Help and guidance

We have produced the following range of informative notes about our disciplinary and capacity for membership processes: 

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Contact Details

If you have any questions about the disciplinary process, please email

disciplinary.enquiries@actuaries.org.uk

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Events calendar

  • Autumn Lecture 2020: Professor Elroy Dimson

    Online webinar
    14 October 2020

    Spaces available

    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.

  • GIRO Conference 2020 Webinar Series

    Available to watch globally in November.
    02-13 November 2020
    Spaces available

    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. 

  • Life Conference 2020 Webinar Series

    Online
    16 November 2020 - 27 November 2020

    Spaces available

    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.

  • Autumn Pensions Webinar: To the end game and beyond

    Webinar
    2 December 2020

    Spaces available

    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.

  • Autumn Pensions Webinar: Cash is King - What next for CDI?

    Webinar
    4 December 2020

    Spaces available

    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.

  • Autumn Pensions Webinar: Legal update - The letter of the law

    Webinar
    7 December 2020

    Spaces available

    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

  • Autumn Pensions Webinar: Impact of Dividends

    Webinar
    8 December 2020

    Spaces available

    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.