BUS5019Z - Pensions

Status

Postgraduate, one three-hour seminar per week for duration of the course.

Convener

Dr S Kendal

Prerequisites

Suitable undergraduate degree together with Subjects CT1-CT8 of the Joint Examinations of the Institute and the Faculty of Actuaries.

Course Outline

Framework and features of state, occupational and personal pension provision; legislation, tax controls, economic and demographic factors, accounting for pension costs, and professional guidance; valuation data collection, analysing experience, valuing liabilities and assets, calculating contribution rates; terms for individual options, bulk transfers; choice and management of assets.

Duly Performed Requirements

45% average over all class tests and tutorials

Assessment

Class tests 50%
Examination (3hr x 1) 50%