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):

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    Advisory Practice Notes (APN):

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      Information Notes:

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      IN 002 v2: Peer review processes
      1 file(s) 6331 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) 11793 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) 3648 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) 11477 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) 3268 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) 4287 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) 3699 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) 3609 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) 7380 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) 3477 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) 2365 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) 1869 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):

        Title

           

          Advisory Practice Notes (APN):

          Title

             

            Information Notes:

            Title

              Keeping our Guidance Notes up to date:

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