Event Paper: CILA 2017: :Value of with-profits for consumers Phase 1
Tim Bateman (Chair),
Jonathan Welsh (Deputy Chair), and
Rosalind Rossouw
With-Profits for Consumers Working Party
Event Paper: CILA 2017: The breakdown of society… …by past and projected mortality experience
Steven Baxter, Hymans Robertson LLP
Alice Woolley, RMS
Event Paper: CILA 2017: Growing professionally
Current Issues in Life
Richard Galbraith, Aviva
Neil Hilary, IFoA
05 May 2017
1. Conception
2. The first steps
3. The job – ‘A walk on the wild side’ - view, discuss and feedback
4. Responsibilities – ‘Communication’ – discuss and feedback
5. Friendship vs Professionalism – ‘Just Between Friends’
6. Final thoughts and summary
Event Paper: CILA 2017: The role of (L)ISAs in retirement savings
Karen Brolly
Event Paper: CILA 2017: Private Credit Investment for Insurers
Private Credit Investment for Insurers – unlocking the challenges
Iain Forrester, Chair
Gareth Mee, Deputy Chair
• Introduction
• Regulatory Requirements
– Consultation Paper 48/16
• Key Considerations for Private Credit Investment
– Risk Assessment
– Valuation
– Credit Assessment
– Capital Calculation
• Looking Ahead
• Conclusions
Event Paper: CILA 2017: Enhancing investment strategy; issues and opportunities in the current investment climate
Ben Grainger & Ryan Allison, EY
Backdrop to the current macro-economic environment
2. Key investment strategy considerations
3. Key questions to reflect upon when assessing the effectiveness of your strategic asset allocation
► How do you choose between investments?
► How do you know your asset allocation is providing you with the best return on risk?
► Can you justify your investment decisions with respect to wider
business constraints?