Social Security

This page provides guidance in carrying out Social Security related actuarial work. The following Standards of Actuarial Practice (SAPs), Advisory Practice Notes (APNs) and Information Notes (IN) are in force:

Standards of Actuarial Practice (SAP):

Title

     

    Advisory Practice Notes (APN):

     

    Information Notes:

    Title
    IN 002 v2: Peer review processes
    1 file(s) 6937 downloads
    IN Banking Current, IN_Damages_Current, IN_Healthcare_Current, IN_Investments_Current, IN_Live_Assurance_Current, IN_Micro_Insurance_Current, IN_Retirement_Matters_Current, IN_Short_Term_Insurance_Current, IN_Social_Security_Current, Information_Note
    IN 001 v1: COVID-19 Considerations For Life Assurance Actuaries
    1 file(s) 12288 downloads
    IN Banking Current, IN_Damages_Current, IN_Healthcare_Current, IN_Investments_Current, IN_Live_Assurance_Current, IN_Micro_Insurance_Current, IN_Retirement_Matters_Current, IN_Short_Term_Insurance_Current, IN_Social_Security_Current, Information_Note
    IN 003 v1: Actuarial systems requirements in reviewing pensions administration migrations
    1 file(s) 4303 downloads
    IN Banking Current, IN_Damages_Current, IN_Healthcare_Current, IN_Investments_Current, IN_Live_Assurance_Current, IN_Micro_Insurance_Current, IN_Retirement_Matters_Current, IN_Short_Term_Insurance_Current, IN_Social_Security_Current, Information_Note
    IN 004 v1: Loss-Absorbing Capacity of Deferred Taxes Considerations
    1 file(s) 12022 downloads
    IN Banking Current, IN_Damages_Current, IN_Healthcare_Current, IN_Investments_Current, IN_Live_Assurance_Current, IN_Micro_Insurance_Current, IN_Retirement_Matters_Current, IN_Short_Term_Insurance_Current, IN_Social_Security_Current, Information_Note, Series 100 Additional guidelines
    IN 005 v1: Systems Testing Requirements and Actuarial Involvement
    1 file(s) 3809 downloads
    IN Banking Current, IN_Damages_Current, IN_Healthcare_Current, IN_Investments_Current, IN_Micro_Insurance_Current, IN_Retirement_Matters_Current, IN_Short_Term_Insurance_Current, IN_Social_Security_Current, Information_Note
    IN 006 v1: Unitisation – Retirement fund considerations for actuarial staff and administrators
    1 file(s) 4976 downloads
    IN Banking Current, IN_Damages_Current, IN_Healthcare_Current, IN_Investments_Current, IN_Live_Assurance_Current, IN_Micro_Insurance_Current, IN_Retirement_Matters_Current, IN_Short_Term_Insurance_Current, IN_Social_Security_Current, Information_Note
    IN 007 v1: Data migration considerations for life insurance actuaries
    1 file(s) 4410 downloads
    IN Banking Current, IN_Damages_Current, IN_Healthcare_Current, IN_Investments_Current, IN_Live_Assurance_Current, IN_Micro_Insurance_Current, IN_Retirement_Matters_Current, IN_Short_Term_Insurance_Current, IN_Social_Security_Current, Information_Note
    IN 008 v1: Cyber security risk considerations for all actuaries
    1 file(s) 4293 downloads
    IN Banking Current, IN_Damages_Current, IN_Healthcare_Current, IN_Investments_Current, IN_Live_Assurance_Current, IN_Micro_Insurance_Current, IN_Retirement_Matters_Current, IN_Short_Term_Insurance_Current, IN_Social_Security_Current, Information_Note
    IN 009 v1: Considerations on retrenchment risk in SCR standardised formula
    1 file(s) 8025 downloads
    IN Banking Current, IN_Damages_Current, IN_Healthcare_Current, IN_Investments_Current, IN_Live_Assurance_Current, IN_Micro_Insurance_Current, IN_Retirement_Matters_Current, IN_Short_Term_Insurance_Current, IN_Social_Security_Current, Information_Note, Series 100 Additional guidelines
    IN 012 v1: Market and professional conduct
    1 file(s) 3901 downloads
    IN Banking Current, IN_Damages_Current, IN_Healthcare_Current, IN_Investments_Current, IN_Live_Assurance_Current, IN_Micro_Insurance_Current, IN_Retirement_Matters_Current, IN_Short_Term_Insurance_Current, IN_Social_Security_Current, Information_Note
    IN 011.1 v1: ASSA Guidance Comments Template
    1 file(s) 2984 downloads
    Advanced search 2, IN Banking Current, IN_Damages_Current, IN_Healthcare_Current, IN_Investments_Current, IN_Live_Assurance_Current, IN_Micro_Insurance_Current, IN_Retirement_Matters_Current, IN_Short_Term_Insurance_Current, IN_Social_Security_Current, Information_Note
    IN 013 v1 – Medical Scheme Benefits Comparisons
    1 file(s) 2493 downloads
    IN Banking Current, IN_Damages_Current, IN_Healthcare_Current, IN_Investments_Current, IN_Live_Assurance_Current, IN_Micro_Insurance_Current, IN_Retirement_Matters_Current, IN_Short_Term_Insurance_Current, IN_Social_Security_Current, Information_Note

      Standards of Actuarial Practice (SAP):

       

      Advisory Practice Notes (APN):

      Title
      APN 501 v1: HIV/AIDS Actuarial advice and reports
      1 file(s) 5655 downloads
      Actuarial_Practice_Notes, APN_Damages_Archive, APN_Healthcare_Archive, APN_Investments_Archive, APN_Micro_Insurance_Archive, APN_Retirement_Matters_Archive, APN_Social_Security_Archive, Archive-A
      APN 107 Addendum: Additional Note – Differences Between APN 107 guidance and the CFO Forum’s MCEV Principles
      1 file(s) 19157 downloads
      APN_Banking_Archive, APN_Damages_Archive, APN_Healthcare_Archive, APN_Investments_Archive, APN_Life_Assurance_Archive, APN_Micro_Insurance_Archive, APN_Retirement_Matters_Archive, APN_Short_Term_Insurance_Archive, APN_Social_Security_Archive, Archive-A
      APN 904 v1: Market Conduct Considerations
      1 file(s) 5021 downloads
      APN_Damages_Archive, APN_Healthcare_Archive, APN_Retirement_Matters_Archive, APN_Short_Term_Insurance_Archive, APN_Social_Security_Archive, Archive-A
      PGN 108: CPD Scheme
      1 file(s) 3873 downloads
      APN_Banking_Archive, APN_Damages_Archive, APN_Healthcare_Archive, APN_Investments_Archive, APN_Life_Assurance_Archive, APN_Micro_Insurance_Archive, APN_Retirement_Matters_Archive, APN_Short_Term_Insurance_Archive, APN_Social_Security_Archive, Archive-A
      APN 902 – Governance of Models
      1 file(s) 3391 downloads
      APN_Banking_Archive, APN_Damages_Archive, APN_Healthcare_Archive, APN_Investments_Archive, APN_Life_Assurance_Archive, APN_Micro_Insurance_Archive, APN_Retirement_Matters_Archive, APN_Short_Term_Insurance_Archive, APN_Social_Security_Archive, Archive-A

         

        Information Notes:

        Keeping our Guidance Notes up to date:

        If you do spot an error in one of the Notes or cannot find the guidance note you are looking for, please let us know by completing the information below.

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