What do we really know about money?

Jonathan Billing 

Financial Literacy Working Party 

Life Conference 2018 – 22nd November

1. The current situation 

2. Working party areas of focus 

3. Questions

Beyond £ Credit & Equity Release Mortgages

Investment ideas for Matching Adjustment portfolios 

Etienne Comon (GSAM) Ross Evans (Hymans Robertson) Sean James (Hymans Robertson)


Reimagining the 1918 Pandemic

Ashley Campbell RMS LifeRisks

Agenda February 2018 

1. Influenza Characteristics 

2. The 1918 Pandemic 

3. Reimagining the 1918 Pandemic

E04: Shedding light on Proxy Models 

Experience from Insurance and Other Industries 

Gabi Baumgartner and Andrew D Smith

Purpose 

  • Summary of industry standards to allow you to benchmark your approach against other life insurers 
  • Broader view of applications from an academic perspective, explaining areas of divergence between techniques popular in insurance compared to mainstream functional data analysis 
  • Basis for discussion on where proxy modelling might go next. 

Content 

  • Introductions 
  • Proxy modelling in the life insurance industry 
  • Proxy modelling in other industries 
  • Conclusions 
  • Q&A: As we go along.

The Importance Of Genetics On Mortality and Morbidity Risk 

A Study Based On Half A Million Lives In The UK Biobank Cohort 

Peter Banthorpe SVP, Global Head of Research and Data Analytics 

Richard Russell Lead Health Data Scientist 

Stephen Courquin VP, UK Head of Actuarial Research

  • Genetic Data and Insurance
  • Genomic Medicine Today and in the Next 5 to 10 Years
  • Genetic Risk to Disease and Polygenic Risk Scores
  • RGA / King’s College London Research Collaboration
  • Genetics and Risks of Anti-selection
  • Key Messages

There is More to With-Profits Life than Non-Profit Conversion 

Moving Endowments to Prospective and Other Simplifications 

Hayden Matthews, Sun Life Financial of Canada 

Shailee Jethwa, KPMG LLP

 27 February 2019

• History 

• Simplifications programme 

• Moving endowments to prospective 

• Questions

IFRS 17 – Update on status and current deliberations 

Speakers: Anthony Coughlan & Kamran Foroughi, 

5 March 2019, 

London Richard Olswang & Kamran Foroughi, 

Edinburgh Members of the Financial Reporting Group, IFoA March 2019

  • Recent developments 
  • EFRAG
  • IASB
  • TRG 
  • Current focus areas for UK life products & the status of implementation programmes 
  • IFoA and IAA response to IFRS 17

Automating retirement advice

Andy Dunbar & Erin Cameron

The customer problem Humans not widgets A modelling problem? The role of actuaries

More ideas on how to use EI to get the best from your teams

Peter Heffernan and Michelle Lister

This is the final part of an exciting trilogy. You’ll be familiar with the first two instalments:

1.Emotional Intelligence – an introduction
2.Using Emotional Intelligence (EI) to better manage actuarial teams

By EI, we mean (broadly):

“the capacity to be aware of, control, and express one's emotions, and to handle interpersonal relationships judiciously and empathetically.”

1.Groupthink
2.Reality Tunnels
3.Dealing with uncertainty
4.Destination addiction