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Conflicts of interest non-mandatory resource material

The Institute and Faculty of Actuaries (IFoA) is aware that conflicts of interest can be a difficult area; we have therefore produced a suite of material to assist members in assessing and managing conflicts of interest which may arise in their working lives

The non-mandatory resource material below focuses specifically on conflicts of interest

Members are also encouraged to contact the Professional Support Service with queries about conflicts of interest.

Date Title Description
01.11.12 Conflicts of interest: A guide for actuaries v1.1 A guide to help actuaries consider and understand conflicts of interest
01.11.12 Conflicts of interest and actuaries: A note for pension scheme trustees v1.1 A note designed to assist actuaries in explaining to trustee boards the professional obligations which fall on them and to assist trustee boards in exploring with their actuary the kinds of conflicts of interest which might arise in practice.
07.10.13 Conflicts of interest: A guide for employers of actuaries v1.0 A guide to help employers of actuaries understand the obligations that actuaries have as regards identifying and addressing conflicts of interest, as it may be necessary for employers to take these into account when considering their own organisation's approach to conflicts of interest.
05.09.13 Conflicts of Interest: Question Bank v1.0 Resource material to assist with understanding the practical application of the changes to the conflicts of interest provisions introduced by the new amended APS P1, but also in relation to other conflicts-related queries which the IFoA has received since June 2012.
29.06.12 Consultation paper: Conflicts of Interest - feedback and final proposals

This is the final feedback document following the conflicts of interest consultation during 2011 and sets out the Working Party's final proposals on the conflicts package.

The publishable responses to the 2011 consultation can be found here.

12.07.12 Conflicts Information Evenings Powerpoint Presentation Powerpoint presentation used at the conflicts of interest information evenings in July/August 2012 in London, Edinburgh and York.
12.07.12 Conflicts of interest video Video of the conflicts of interest information evening held at Staple Inn on 12 July 2012
27.11.12 Conflicts of interest video Video of the conflicts of interest information evening held at Maclaurin House, Edinburgh, on 27 November 2012
21.01.13 Conflicts of interest video Video of the conflicts of interest interactive session held at Staple Inn on 21 January 2013 (Pensions)
11.02.13 Conflicts of interest video Video of the conflicts of interest interactive session held at Staple Inn on 11 February 2013 (Life and GI)
07.05.13 Conflicts of interest video Video of the conflicts of interest interactive session held at Staple Inn on 7 May 2013 (Pensions)
01.06.13 Conflicts of interest case studies and questions These case studies and accompanying questions were discussed in the videos at Staple Inn on 21 January and 11 February 2013 (see above)
29.11.12 Article in The Actuary on Conflicts of Interest Article published in The Actuary on Conflicts of Interest Case Studies with 'mock' answer

Contact Details

If you have any enquiries about conflicts of interest please email

conflicts@actuaries.org.uk