The Regulatory Board meets 5 times a year. The dates of upcoming meetings can be found on the Regulatory Board page. You can find agendas, minutes, and papers from previous meetings below. Board minutes and papers are redacted as and when the Board considers it appropriate to do so.
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2025
The following are papers from the 2025 meetings.
18 November 2025
- Agenda
- Minutes – 18 November 2025
- Executive update
- Practising Certificates Committee (PCC) Annual Report 2024-2025
- Professional Skills Working Group Annual Report 2024-2025
- Disciplinary Committee (DC) Annual Report 2024-2025
- Quality Assurance Scheme (QAS) Annual Report 2024-2025
- L2 update
- Update on Designated Professional Bodies (DPB) matters
- Horizon scan
- Board members’ tenure
- Standards grid
- Board priorities
2 September 2025
16 July 2025
- Agenda
- Minutes – 16 July 2025
- Chair's update
- Executive update
- DPB Board Annual Report
- Professional skills update
- Exam invigilation cover paper
- Board of Examiners Annual Report cover paper
- Standards and guidance review update
- Horizon scan
- Board members’ tenure
14 May 2025
- Agenda
- Minutes – 14 May 2025
- Chair's update
- Executive update
- DEI changes to the Actuaries Code and Code Guidance
- Pension scheme design thematic review
- Appendix 1 – Draft report
- Pension scheme design thematic review regulatory response
- Appendix 1
- Appendix 2
- Horizon scan focus session
- Professional and regulatory support helpdesk annual report
- Regulatory appointments
- Horizon Scan
- Board members’ tenure
- Standards grid
18 February 2025
- Agenda
- Minutes – 18 February 2025
- Chair’s update
- Executive update
- Disciplinary Committee Annual Report
- Appendix 1 - DC Terms of reference_1 Aug 2023
- Appendix 2 - Schedule of DC Term Times
- Appendix 3 - Guidance and Regs
- Appendix 4 - Annual Statistics 2023-24
- Appendix 5 - Previous IFoA Disciplinary process
- Appendix 6 - Current IFoA Disciplinary Process
- Appendix 7 - Review of Objectives 2023-2024
- Appendix 8 - Cases 1 June 2024 to 30 November 2024
- Challenging established Economic Theory
- DEI guidance consultation (final)
- Appendix 1 - Consultation feedback paper
- Appendix 2 - Amended Code guidance
- Appendix 3 - Agreed changes to the Code
- Professional Skills Working Group Annual Report
- Standards grid
- Horizon scan
- Board members’ tenure
23 January 2025
- Agenda
- Minutes – 23 January 2025
- DEI guidance consultation options
- Appendix 1: Regulatory Board paper dated 17 December 2024
- Appendix 2: Actuaries' Code – option 2 amendments
- Appendix 3: Consultation responses
- Chair's summary of key themes (and Appendix 1 Part 1)
- Appendix 1: part 2 – Approval Report DEI requirements for Members dated 16 November 2022
- Appendix 2: Minutes from Regulatory Board meeting 16 November 2022
- Appendix 3: part 1 – Regulatory Board paper: Outcome of regulatory consultation on formalising DEI requirements in the Actuaries' Code from meeting 17 May 2023
- Appendix 3: part 2 – Minutes from meeting 17 May 2023
- Appendix 4: part 2 – IFoA DEI Vision, Strategy and Actions
2024
The following are papers from 2024 meetings.
17 December 2024
- Agenda
- Minutes – 17 December 2024
- Next steps: DEI guidance consultation
- Appendix 1: Minutes from May 2023 meeting
- Appendix 2: Agreed changes to the Code
- Appendix 3: Consultation Documents
- Appendix 5: Consultation responses
19 November 2024
- Agenda
- Minutes – 19 November 2024
- Chair’s update
- Executive update
- Potential integration of the PC scheme with the QAS
- QAS annual report
- Practising Certificates Scheme Post Implementation Review
- PCC annual report
- Horizon Scan – Key focus risk – Virgin Media case
- Exam changes for April 2025
- Education developments for 2025 and 2026
- Cyber risk thematic review
- Regulatory response to cyber risk review
- Update on IAA and AAE matters
- Horizon Scan
- Standards grid
- Board members’ tenure
24 September 2024
- Agenda
- September 2024 minutes
- Information session
- ARGA and actuarial regulation update: redacted
- The international aspects of regulatory role and functions
- Board effectiveness surveys
- Board priorities
- Horizon scan priorities
- Thematic review topics for 2025
- Professional skills training plan for 2025
16 July 2024
- Agenda
- Board effectiveness
- Minutes - 8 May 2024
- July 2024 minutes
- Running actions
- Chair's update
- Executive update
- CPD Scheme
- Exam standards
- Board of Examiners Annual Report
- HS01 climate-related risk
- FRC – oversight report
- DPB Annual Report
- Learning Group update
- Horizon Scanning Register
- Standards grid
- Forward agenda
- Board members’ tenure
14 May 2024
- Agenda
- May 2024 minutes
- Minutes - 20 March 2024
- Running actions
- Chair’s update
- Executive update
- HS03
- APS update
- APSX2 survey
- PoD disciplinary cases
- Risk Alert - climate change scenario analysis
- Performance of Committees
- Update on PSS review
- PSS Annual Report
- FRC Private Report cover paper
- Learning Group update
- Update on HSR
- Forward Agenda
- Board members’ tenure
14 February 2024
- Agenda
- February 2024 minutes
- Running actions
- Chair’s update
- Executive update
- Reviewing Actuary
- UKPM update
- Data science review report
- Regulatory response to data science review
- DPB Handbook review
- Deep dive on post-Covid mortality
- DEI guidance
- Professional Skills Working Party Annual Report
- Learning Change Programme update
- Horizon Scanning Register
- Forward Agenda
- Board members’ tenure
2023
The following are papers from 2023 meetings.
21 November 2023
- Agenda
- November 2023 minutes
- Running Actions
- Chair's Update
- Executive Update
- PCC Annual Report
- DEI guidance
- Climate Change guidance
- Duties of Disclosure Guidance
- FRC Oversight
- Learning Change Programme Update
- Horizon Scanning Register
- Forward Agenda
- Board Members' Tenure
20 September 2023
- Agenda
- September 2023 Minutes
- Risk management and horizon scanning
- Board priorities
- Regulatory Toolkit
- Board self-assessment
25 July 2023
- Agenda
- July 2023 Minutes
- Running Actions
- Chair's Update
- Executive Update
- Actuarial Profession Standard Z1
- Liability Driven Investments
- Artificial Intelligence Deep Dive
- CPD Post Implementation Review
- QAS Annual Report
- Disciplinary Committee Annual Report
- Horizon Scanning Register
- Forward Agenda
- Board Members' Tenure
17 May 2023
- Agenda
- March 2023 Minutes
- May 2023 Minutes
- Running Actions
- Chair's Update
- Executive Update
- DEI Consultation Report
- Minor Amendments to Consultation Report
- Practicing Certificate Scheme Review
- Revised TAS 100
- Public Interest Issues Relating to IFoA Qualifications
- AMS Recommendations Update
- TAS 400 Consultation
- Professional Support Service Annual Report
- Designated Professional Body Board Annual Report
- Horizon Scanning Register
- Forward Agenda
- Board Members' Tenure
21 February 2023
- Agenda
- January 2023 Minutes
- February 2023 Minutes
- Running Actions
- Chairman's Update
- Executive Update
- Regulatory Toolkit
- Liability Driven Investments
- Consumer Duty Deep Dive
- Professional Skills Sub-committee (PSSC) Annual Report
- New Risk Framework
- FRC Oversight
- November Horizon Scanning
- Forward Agenda
- Board Member Tenure
2022
The following are papers from 2022 meetings.
16 November 2022
- Agenda
- Regulatory Board minutes
- Running Actions
- Chairman's Update
- Executive Update
- DEI - Requirements for Members
- DEI - Ongoing work of the IFoA and Regulatory Board
- CDC proposals – post consultation
- CDC proposals – post consultation
- Equity Release Thematic Review
- Review of regulatory support
- PCC Annual Report
- Liability Driven Investments
- Horizon Scanning
- Forward Agenda
- Board Member Tenure
27 September 2022
- Agenda
- Minutes
- Future of UK Actuarial Regulation
- Board Priorities
- Actuarial Monitoring Scheme
- Board Self-Assessment
- Board Oversight of Regulatory functions
5 July 2022
- Agenda
- Minutes
- Running Actions
- Chairman's Update
- Executive Update
- Proposals for New CDC PC Consultation
- Review of PSS
- Deep Dive on Inflation in GI
- FRC TAS 100 Consultation
- IFoA Call for Feedback on TAS
- Disciplinary Committee Annual Report and Appendices
- QAS SC Annual Report
- Horizon Scanning
- Board Member Tenure
- Forward Agenda
26 April 2022
- Agenda
- Minutes
- Running Actions
- Chairman's Update
- Executive Update
- Part VII Transfers
- Pre-paid Funeral Plans
- Review of PC Scheme
- Review Part II Assessment Regulations
- Letter to FRC
- PSS Annual Report
- Board Leads
- Horizon Scanning
- Board Member Tenure
- Forward Agenda
8 February 2022
- Agenda
- Minutes
- Running Actions
- Chairman's update
- Executive Update
- AMS Funeral Plan Thematic Review Outputs
- AMS Thematic Review on Funeral Trusts
- Climate Change and Sustainability
- ICAT Update
- CPD and RPD Update
- DPB Board Update
- PSSC Annual Report
- PSSC Succession Planning
- Horizon Scanning
- Board Member Tenure
- Forward Agenda
2021
The following are papers from 2021 meetings.
10 November 2021
- Agenda
- Minutes
- Running Actions
- Chairman's update
- Executive Update
- Deep Dive TPR Proposal
- QAS Review
- DEI Strategy
- PCC Annual Report
- Professional Skills Feedback Report
- Horizon Scanning Register
- Board Member Tenure
- Forward Agenda
Strategy day, 29 September 2021
27 July 2021
- Agenda
- Minutes
- APS P1
- Chairman's Update
- Executive Update
- Running Actions
- ERM Deep Dive
- QAS Annual Report
- New Ways of Working
- Revised Policy Statement
- Scheme of Delegation
- BEIS Response
5 May 2021
- Agenda
- Minutes
- Running Actions
- Chairman Update
- Executive Update
- CDC Working Party Paper
- Green Finance Paper
- New Ways of Working
- Professional Skills Modern Regulation Paper
- Regulatory Vision Statement
- Results of Reflective Practice Discussion Trial
- Update on BEIS White Paper
2 February 2021
- Agenda
- Minutes
- Running Actions
- Chairman Update
- Executive Update
- CDC Briefing
- GI Pricing Deep Dive
- Professional Skills Report
- Update RTLB
- Horizon Scanning Register
- Forward Agenda
2020
The following are papers from 2020 meetings.
17 November 2020
- Agenda
- Minutes
- Actions from Strategy Day
- Chairman's Update
- Executive Update
- Emerging Pension Funds
- Green Finance Paper
- Pensions TR Summary
- Horizon Scanning Register
- Forward Agenda
Strategy day, 1 October 2020
1 July 2020
- Agenda
- Minutes
- Actions from May Board meeting
- Chairman's update
- Executive update
- Data Science
- APS P1
- Horizon Scanning Register
- Forward Agenda
- Board members tenure
14 May 2020
- Agenda
- Minutes
- Chairman's update
- Executive update
- Actions from February Board meeting
- CPD Paper to Regulation Board
- Draft Horizon Scanning Register Paper
- Horizon Scanning Register - Appendix 1
- Forward Agenda
- Board members tenure