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Useful Documents

This page has further documents that applicants and licensed firms might find useful.

A guide to the DPB regime

The DPB Board have produced a Guide to the DPB regime which summarises many aspects. The Handbook has been approved by the FCA and will always take precedence over any other material published by the DPB Board, including the DPB Guide

Style forms

The Board has also produced style forms to help firms in investigating the identity of clients and analyse the risk for Anti-Money Laundering purposes.

Forms for pension trustees and non-trustees are available to download. These forms are simply guides and do not constitute legal advice. While care has been taken to ensure that they are accurate, up to date and useful, the IFoA will not accept any legal liability in relation to their content.

Pension Trustee Clients Form

Companies/ Non-Trustee Client Form

Compliance bulletins

Compliance bulletins were produced prior to the publication of the DPB Guide. No compliance bulletin remains in force.

Please contact the DPB Manager for further information about compliance bulletins.

The Institute and Faculty of Actuaries (IFoA) is not responsible for the content of the documents provided by other organisations which are given for information purposes. You should check with the relevant body for the most up to date issue of the document.

Board papers

The Designated Professional Body Board meets four times a year. Agendas and the minutes from previous meetings can be found below. Board minutes and papers are redacted as and when the Board considers it appropriate to do so.

30 March 2021

01 December 2020

22 September 2020

3 June 2020

4 March 2020

Contact Details

For more details, or to make an application or enquiry, please email or write to the DPB Manager

dpb@actuaries.org.uk

DPB Manager, Institute and Faculty of Actuaries, Level 2 Exchange Crescent, 7 Conference Square, Edinburgh, EH3 8RA

+44 (0) 131 255 0826

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Events calendar

  • The Growth Mindset for Actuaries

    13 October 2021 - 8 December 2021

    Fully booked.

    This 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.

  • Spaces available

    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.

  • Spaces available

    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.

  • GIRO 2021 Webinar Series

    Online
    8 November 2021 - 19 November 2021
    Spaces available

    Join leading experts to discuss key issues, emerging ideas and new research across the general insurance sector.

  • Spaces available

    This 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.

  • Life 2021 Webinar Series

    Online
    22 November 2021 - 26 November 2021
    Spaces available

    Join leading experts to discuss key issues, emerging ideas, and new research across the Life insurance sector.

  • Spaces available

    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. 

  • Spaces available

    Content 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.
     

  • The Many Faces of Bias

    2 December 2021

    Spaces available

    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?