The Personal Financial Planning Working Party looks at how actuaries’ skills can be used to improve personal financial planning among individuals.

Key objectives

Our key objectives include:

• Considering how actuaries can acquire the necessary skills to work directly with individuals;
• Reviewing how actuarial skills can be used to support the delivery of financial advice; and
• Drawing on our experience of working with pension scheme trustees and sponsoring employers to contribute to public policy discussions related to personal financial planning.

About

Chair: Andrew Storey
Established: 2020