Actuarial Monitoring Scheme
An enhanced system to promote the quality of actuarial work.
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Current activities
The following thematic reviews are in progress. For past thematic review reports, please visit our publications page.
Pensions advice in new funding environment
Status: open to submissions (until 31 October 2026)
The range of advice provided by pensions actuaries is expanding with the introduction of the new funding rules from 2024 and in response to other significant pensions developments and market changes (such as CDC and superfunds). This review looks at advice provided in this new environment.
The Review Team is seeking submissions from organisations whose actuaries have provided funding advice to UK DB pension scheme trustees in this new environment. To find out more about taking part see the submission form.
Snapshot survey for individuals and organisations
We would value your input on how the new funding regime is being implemented, and how actuarial approaches are evolving.
The survey is open to individuals and organisations providing funding advice to UK pension scheme trustees. It should take less than five minutes to complete. You can access the survey using the link or QR code below.
Thank you in advance for taking the time to share your experience and insights.
Consumer fairness and financial inclusion
Status: reviewing
The IFoA has championed this theme in various thought leadership campaigns, and financial institutions have long had responsibilities in this area (most recently in the UK with the FCA Consumer Duty).
This thematic review will principally focus on insurance and investment sectors (including defined contribution pensions), looking at a range of functions such as pricing, product design, risk management, and investment strategy. We are seeking input, globally, from members and the organisations for whom they work.
The review was open to submissions from early March until late May 2026. Thank you to all those who took the time to take part. We are now conducting the review and will report later in 2026.
Related resources
Thematic Review Programme
