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  • Enhanced Annuities: Caring For At-Retirement Needs
    Needs This article explores the development of the annuity market in the UK over the past 20 years. It examines ... the explosive growth achieved by the enhanced annuity market and delves into the kinds of customers attracted ...

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    • Authors: Mick James
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Reinsurance News
    • Topics: Actuarial Profession>Professional development; Annuities>Individual annuities; Annuities>Product development - Annuities; Pensions & Retirement>Retirement risks
  • Good Research Reads
    Good Research Reads Recently completed experience and research studies from the SOA. Mortality;Long-term ... research studies from the SOA. Mortality;Long-term care;Mortality rates;Mortality tables;Cash flow testing ...

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    • Authors: Society of Actuaries
    • Date: Jan 2015
    • Competency: Leadership>Thought leadership
    • Publication Name: The Actuary Magazine
    • Topics: Experience Studies & Data>Mortality; Long-term Care>Long-term care insurance; Pensions & Retirement>Retirement risks
  • Changing the Retirement Advice Conversation
    vehicles used by pension plans that employ “mortality pooling” to enhance cash flow). The strategy ... often question why the sales of lifetime income annuity products are so anemic. One clue to be found is ...

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    • Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Retirement Readiness and the Value of Future Social Security
    Retirement Readiness and the Value of Future Social Security Retirement readiness planning ... planning is difficult because the value of a person's future Social Security benefits is uncertain, given ...

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    • Authors: John Turner
    • Date: Apr 2017
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Retirement risks; Social Insurance>Social Security
  • Good Research Reads
    underwriting life insurance mortality, critical illness experience, fixed annuity experience and private ... private pension plan mortality. The survey findings also helped identify opportunities on international and ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; Leadership>Thought leadership
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Researching Retirement Concerns, Living Well and Managing Finances
    underwriting life insurance mortality, critical illness experience, fixed annuity experience and private ... private pension plan mortality. The survey findings also helped identify opportunities on international and ...

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    • Authors: R A Hall
    • Date: Apr 2016
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Long-term Care>Long-term care insurance; Pensions & Retirement>Retirement risks
  • Perspectives from Anna:Responding to Challenges ....
    5 h t t p s : / / w w w. s o a . o r g / N e w s - a n d - P u b l i ca t i o n s / P u b l i ca t i ... i o n s / E s s a y s / 2017-financial-wellness-essay-collection.aspx. 6 Carol Bogosian and I were ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Retirement risks
  • Thinking about Spending in Retirement: Findings from SOA and EBRI Research
    research consists of eight biennial surveys of the U.S. public about post-retirement risk and several sets ... what they had spent just before retirement. Table 1 Mean and Median Household Spending in 2011 Adjusted ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Public Policy
  • Management of Post-retirement Finances for Age 85+
    buying an annuity? If so, who would help you decide what to do? Several did not know what an annuity was ... $42, 805 $34,036 $35,315 $29,884 $30,610 $22,263 Table 1 Mean and Median Household Spending in 2011 Adjusted ...

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    • Authors: Sally Hass, Anna M Rappaport
    • Date: Feb 2017
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Behavioral Economics is Important to All of Us An interview with Tom Toale
    CAN WE LEARN FROM BEHAVIORAL ECONOMICS ABOUT ANNUITY PURCHASING? Let’s focus on individuals con- sidering ... sidering purchasing a simple life contingent annuity—fixed payments for the lives of the primary annuitant ...

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    • Authors: Society of Actuaries
    • Date: Sep 2015
    • Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy