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  • 2023-investment-pract-global
    is different from investing for retirement in the U.S. and Canada. In developing countries, there are fewer ... over time as a country and its retirement system(s) develop together. Come broaden your horizons by ...

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    • Authors: R Inglis, Nilesh Patel
    • Date: Nov 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Pensions & Retirement
  • The Financial Reporter
    2014 Issue of the Financial Reporting Section's newsletter, The Financial Reporter financial reporting;corporate ... standards=IAS;international financial reporting standards=IFRS;annuity valuation;defined benefit plans;pension accounting;pension ...

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    • Authors: Society of Actuaries, Frank Grossman, William Sayre, Francis de Regnaucourt, Karen Rudolph, Henry Siegel, R Thomas Herget, R Inglis
    • Date: Sep 2014
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Financial management; Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting; Pensions & Retirement
  • Appendix 1: Actuarial Administration
    the year-end tasks required to update data, mortality assumptions and benefit amounts. The monthly and ... beneficiary as a new retiree with the appropriate annuity value and calculate the value of the benefit ...

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    • Authors: William Price, R Inglis
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Appendix 2: Value Concept Illustrations
    return. The concept is similar to an insured annuity, but no insurance company is needed since all the ... income will vary with investment returns and mortality experience. However, changes in income are limited ...

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    • Authors: William Price, R Inglis
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Trading Places: Life and Pension actuaries find common ground to express funding concepts
    Trading Places: Life and Pension actuaries find common ground to express funding concepts ... that an insurer would use Accounting standards;Annuity valuation;defined benefit plans;financial reporting;Pension ...

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    • Authors: R Thomas Herget, R Inglis
    • Date: Sep 2014
    • Competency: Communication; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting; Pensions & Retirement
  • Appendix 3: Design Guide, Technical Guide and Technical Addendum
    Income The purpose of the Variable Uninsured Life Annuity (Value) longevity pool is to provide income for ... achieved best with larger pools of retirees, good mortality data and accurate assumptions about longevity ...

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    • Authors: R Inglis, William Price
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Appendix 4: Illustrations for India
    volatility to focus on the impact of mortality volatility and different mortality assumptions as well as the impact ... of investment returns and volatility. A new mortality table would be used each year, which is explained ...

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    • Authors: William Price, R Inglis
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Appendix 5: Illustrations for Malaysia
    • Mortality base table based on the United Nations 2020–25 five-year central rates of mortality with ... interpolation • Mortality improvement is 1.25% per year • Mortality uncertainty o Mortality volatility ...

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    • Authors: R Inglis, William Price
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Guaranteed Lifetime Income--How Much Do You Need?
    you spend? Should you have an annuity? Fixed annuity or variable annuity? There are a lot of questions ... percentage income that an annuity will provide. If you don’t have an actual annuity quote, then use ...

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    • Authors: R Inglis
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
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