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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.

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

  • Finance in the Public Interest Series

    16 March 2021 - 23 March 2021

    Spaces available

    There is widening debate that many of our social, financial and regulatory institutions need to be rethought so that we can create more sustainable futures, particularly in light of the Covid-19 pandemic, the policy/macro-economic response to the pandemic and how it affects consumers, as well as the impending climate crisis. This multi-day series of three keynote webinars, individually presented by leading economist John Kay, Sir Paul Collier, Professor of Economics and Public Policy at the Blavatnik School of Government, Ashok Gupta, Chair at Mercer Ltd, and Nico Aspinall, Chief Investment Officer at B&CE, will open up discussion on these essential topics. The series will culminate in a panel session with Chief Economist of the Bank of England, Andy Haldane.

  • The price is righter

    16 March 2021

    Spaces available

    This webinar provides an overview of the state of the UK protection market, and how different insurers are using different levels of sophistication to price (such as using customer demand models). It considers how insurers have implemented these sophisticated pricing techniques, and the practical challenges they have faced.

  • Spaces available

    This discussion will revolve around the latest industry developments including and introduction to Part VII transfers and Schemes of Arrangement (process, parties involved and recent events), insights and lessons from recent with-profits transactions and restructurings (including Equitable Life and Pru-Rothesay), how firms can apply these learnings to future arrangements, and the outlook for future with-profits transactions and restructurings (including the impacts of Covid-19 and Brexit)

     

  • Spaces available

    What is stewardship and how has the landscape changed under the 2020 UK Stewardship Code? How does effective stewardship create long term value for beneficiaries and what roles do asset owners and asset managers play in active stewardship. This webinar will offer answers to these questions in a practical approach to stewardship reporting.

  • Spaces available

    Mis-estimation risk is a key element of demographic risk, and past work has focused on mis-estimation risk on a run-off basis.  However, this does not meet the requirements of regulatory regimes like Solvency II, which demands that capital requirements are set through the prism of a finite horizon like one year.  This paper presents a value-at-risk approach to mis-estimation risk suitable for Solvency II work.