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


Dr S Kendal


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 inpidual options, bulk transfers; choice and management of assets.

Duly Performed Requirements

45% average over all class tests and tutorials


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

Last updated : 11 Aug 2014

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