Thu 19 Jan 2023 - The IFoA published its latest thematic review report, Equity release: actuaries working in propositions and pricing, on 7 December 2022.
The review looked at the role actuaries play throughout the value chain for UK equity-release products and found:
Significant actuarial involvement across a range of activities
Potential increased risks from economic uncertainty
Significant regulatory focus in recent years.
To read the full report please go to our publications page.
Join us for a presentation and Q&A session from the report’s author, IFoA Review Actuary Alan Marshall. The session will also cover the team’s future review plans for 2023/24.
Alan Marshall is a Review Actuary at the IFoA, working in the Regulatory Policy team. He has 30 years of experience in the insurance industry, working in a variety of roles covering propositions, finance, risk management and audit.
David Gordon is Senior Review Actuary at the IFoA and leads the Thematic Review Programme. Before joining the IFoA, he was a defined benefit pensions consultant and scheme actuary with 30 years of experience. He also had a leading role within his firm on regulatory matters.