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The following thematic reviews are in progress. For past thematic review reports, please visit our publications page.
Status: open to submissions
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鈥痮n insurance and investment sectors (including defined contribution pensions),鈥痩ooking at鈥痑 range of functions such as鈥痯ricing, product design, risk management, and investment strategy. We are seeking input, globally, from members and the organisations for whom they work.
The review will remain open until 15 May 2026. If you or your organisation would like to take part, please click on the relevant link below.
Snapshot survey (for individuals)
We are conducting a short survey for individuals. Please select the link below or scan the QR code to take our snapshot survey.
Submission form and guidance (for organisations)
If you would prefer to provide information about your organisation on a call, rather than in the written form, please contact the Review Team at reviews@actuaries.org.uk.
The following sets out topics for thematic reviews that have not yet started. A more detailed scope for each review will be developed and confirmed, in consultation with relevant stakeholders, at the initial stage of each exercise.
Target launch: 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.
An enhanced system to promote the quality of actuarial work.
For more information, please contact the Actuarial Review Team.
