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Current publications,
surveys and presentations by the Groupe Consultatif:
The Groupe makes every
effort to ensure the accuracy of the information within the following
publications. However, it is for the user to ensure that the
information contained in these publications is up-to-date.
The publications and surveys are listed by subject area:
Education
Freedoms and General Purposes
Insurance
Investment and Financial Risk
Pensions
Supervisors/CEIOPS
Education
Freedoms and General Purposes
Insurance
- Gender differentiation in Insurance (pdf, 835 KB)
A survey on the use of gender differentiation in the different insurance branches in Europe.
Edited by Manuel Peraita, November 2007
- Actuarial reflections on pandemic risk and
its consequences (pdf, 128KB)
A brief overview of the possible impact on the insurance industry, by a working party comprising representatives of the Groupe Consultatif and the European Commission,
May 2006
- Diversification (pdf, 291KB)
Technical Paper by Groupe Consultatif's Solvency II working group: Group and Cross-Sectoral Consistency,
October 2005
- Professional
Responsibilities of Insurance Actuaries in Europe (includes Appendices
1 and 2) (pdf, 342KB)
Edited by Ad Kok and Mariano Garcia, September 2002.
Appendix
3
(pdf, 3319KB)
Appendix
4
(pdf, 2182KB)
- The Second
Actuarial Study of Mortality in the Countries of Europe
(zip, 1Mb)
Edited by Angus Macdonald, 1997
This study updates and expands on the first study, published in 1986
under the editorship of Professor John McCutcheon entitled An Actuarial
Study of Mortality in the Countries of the European Communities. In
this latest edition, the number of contributing associations is much
greater, and includes Iceland, Norway and Switzerland.
Investment and Financial Risk
Pensions
The Pensions Committee carries out surveys in a number of areas. These surveys are updated
from time to time, and the date of currency of each survey is indicated. Each survey is
developed under the guidance of an editor, drawing together input from the delegates of
each national actuarial association participating in the Groupe. The material is
reviewed by the Pensions Committee as a whole before publication. No charge is made
for using this material, but users are requested to acknowledge the source.
The purpose is to provide data on which European policy-makers and other interested
groups can rely in their considerations.
The surveys are somewhat inter-related and fall into groups as follows:
Mortality
- Mortality research project - Mortality assumptions used in the calculation of company pension liabilities in the EU
(Cass Business School, City University, London, with assistance from Groupe Consultatif) -
Funding and Security
- Actuarial
Methods and Assumptions used in the Valuation of Retirement Benefits in
the EU and other European countries
(pdf, 2,469KB)
Edited by David Collinson. December 2001
The technical methods and assumptions in use for funding and accounting purposes.
Slide
presentation (pdf, 174KB)
Given to the EU Pensions Supervisors, April 2002
- Security
Standards for Occupational Pensions Schemes in the EU
(pdf, 109KB)
Edited by Carel Hammer, February 2004, revised August 2005
(Original version edited by David Collinson, 1995, 1996)
The basic framework for occupational pension provision in each country,
for example minimum funding requirements, solvency, insurance, legal obligations.
- Minimum Technical Provisions
for Defined Benefit Occupational Pensions in the EU
(pdf, 120KB)
Edited by Chinu Patel, May 2007
The actuarial basis used for the calculation of technical provisions under the EU Pensions (IORP) Directive.
The methods and assumptions are recorded at
31 December each year, and the survey is intended to enable
the trend of convergence in the assumptions amongst the EU countries to be monitored over time.
- Guidelines on Implementation of the
Prudent Person Principle for IORPs in respect of actuarial practice (pdf, 32 KB)
Edited by Gijs Van Ijsel Smits. September 2006
Guidance on actuarial responsibilities, asset liability management and solvency questions,
to assist actuaries working in the EU and to whom the IORP Directive applies. It may also
be helpful to actuaries in other circumstances.
NB: this paper offers suggestions only - it does not set out mandatory practice.
Role of the Actuary
Benefit Provision
- Actuarial
Standards for
Transfers between Pension Schemes in the
countries of the EC and other European countries
(pdf, 1,002KB)
Edited by Philip Shier on behalf of the Groupe Consultatif, 2001.
The availability of and actuarial bases used in the calculation of individual pension transfers.
- Pensions
Aspects of Corporate Transactions in the European Union
(pdf, 29KB)
Edited by Konrad Niklewicz, March 2004.
(Original version edited by David Collinson, 1999)
The basis on which pension liabilities and corresponding assets are transferred.
- Taxation
of Occupational Pensions in the EU Countries
(pdf, 107KB)
Edited by Chinu Patel, April 2004.
A high level survey of the basic structure of the taxation of pensions.
- Defined
Contribution Arrangements in Europe
(pdf, 120KB)
Edited by Harvie Brown, February 2004
(Original version edited by David Collinson, 1999).
A survey of evolving benefit design.
Glossary
- Glossary
of Pensions Terminology (pdf, 78KB)
Edited by Peter Prieler, March 2004.
A glossary of technical actuarial terms used in pension work, in 12 European languages.
Supervisors/CEIOPS
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