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:

Current

Standards of Actuarial Practice (SAP):

Title

     

    Advisory Practice Notes (APN):

    Title

       

      Information Notes:

      Title
      IN 002 v2: Peer review processes
      1 file(s) 3465 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 Download
      IN 001 v1: COVID-19 Considerations For Life Assurance Actuaries
      1 file(s) 9103 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 Download
      IN 003 v1: Actuarial systems requirements in reviewing pensions administration migrations
      1 file(s) 1525 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 Download
      IN 004 v1: Loss-Absorbing Capacity of Deferred Taxes Considerations
      1 file(s) 7992 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 Download
      IN 005 v1: Systems Testing Requirements and Actuarial Involvement
      1 file(s) 1549 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 Download
      IN 006 v1: Unitisation – Retirement fund considerations for actuarial staff and administrators
      1 file(s) 1601 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 Download
      IN 007 v1: Data Migration – Considerations for life insurance actuaries
      1 file(s) 1557 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 Download
      IN 008 v1: Cyber Security Risk – Considerations for all actuaries
      1 file(s) 1543 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 Download
      IN 009 v1: Retrenchment risk in SCR
      1 file(s) 3973 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 Download
      IN 012 v1: Market and professional conduct
      1 file(s) 1027 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 Download
      IN 011.1 v1: ASSA Guidance Comments Template
      1 file(s) 17 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 Download

        Archived

        Standards of Actuarial Practice (SAP):

        Title

           

          Advisory Practice Notes (APN):

          Title

             

            Information Notes:

            Title

              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.

              • Guidance note name and version
              • Provide information on any errors or missing notes here. Please include the Note name and version.
              • Email address: (optional)