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Information for members who are facing an allegation

Our Disciplinary and Capacity for Membership Schemes

If you are facing an allegation under our Disciplinary and Capacity for Membership Schemes, we understand that this may be a daunting experience.

Our Disciplinary Scheme Investigation and Procedural Framework flowchart outlines each step of our disciplinary process.

To guide you through this process we have produced a range of notes covering all aspects of our Disciplinary and Capacity for Membership Schemes to help you understand what is involved. You can also see guidance on the time frames involved in the IFoA disciplinary process in our Timeframes Guidance policy

Title

Information for members who are facing an allegation

Capacity for Membership Process

About Adjudication Panels

Adjudication Panel – for Respondents when allegations are dismissed

Adjudication panel – Information for the Respondent where a prima facie finding of misconduct is made

Independent Examiner – Information for the Respondent

Advisory Report – Withdrawal of an allegation

Interim Orders

Disciplinary Tribunal Panel - Information for the Respondent

Taking a statement from the Respondent

Appeal against determination of the Disciplinary Tribunal Panel

Readmission to Membership

If you have been excluded or expelled from membership of the IFoA as a result of disciplinary proceedings and you wish to be readmitted as a member, we have produced an information note to provide guidance on this process.

If you wish to submit an application for readmission, you should complete the application form and provide supporting documents.

If you have any questions about IFoA disciplinary investigations please email disciplinary.enquiries@actuaries.org.uk.

Further information can be obtained from the Disciplinary Investigation Team 

The Disciplinary Investigation Team
Institute and Faculty of Actuaries
Level 2 Exchange Crescent
7 Conference Square
EDINBURGH
EH3 8RA

Email: disciplinaryenquiries@actuaries.org.uk

Telephone: +44 (0)131 240 1326

Contact Details

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

disciplinary.enquiries@actuaries.org.uk

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Start date
E.g., 01/10/2020
End date
E.g., 01/10/2020

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.

  • 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.

  • 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.

  • 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

  • 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.