The role of the CPD Co-ordinator - Institute and Faculty of Actuaries

The role of the CPD Co-ordinator Engaging with employers

“Being a CPD Co-ordinator for the past few years has been a positive, rewarding experience. It provides an opportunity to liaise with individuals at all levels within your organisation and scope to network within the IFoA community. This helps you stay ahead of forthcoming developments and event planning.” Amanda Copeland - CPD Co-ordinator, Spence & Partners Limited

CPD Co-ordinators play a key role in the effective engagement between organisations who employ our members and the IFoA

www.actuaries.org.uk

Contents Heading

1. The role of the CPD Co-ordinator: principles and benefits

Inside this guide you will find the following sections:

1. The role of the CPD Co-ordinator: principles and benefits

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2. Who can become a CPD Co-ordinator?

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Body copyIFoA recommendation 2.1

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• copy bullet you will receive 3. Body Information

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Body copy second bullet newsletter –– 3.1 CPD Co-ordinators’ Body copy last second bullet –– 3.2 CPD Co-ordinators’ community

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• Body 3.3 copy Thelast Annual bulletCPD Co-ordinators’ Briefing 3.4 Accessing presentations from the Institute and Faculty of Actuaries Body copy last paragraph

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• identify ways they can undertake and record appropriate CPD

Other ‘engaging with the employer’ IFoA roles include:

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• remain compliant by sharing key dates and information

• Student

• identify relevant opportunities

• Senior

Leader text/paragraph

4. Sharing best practice Sub title 5. Other opportunities for your organisation to engage

Small sub title 5.1 Senior Quality Assurance Representative (SQAR)

CPD Co-ordinators play a key role in the effective engagement between organisations who employ our members and the IFoA. The principles CPD Co-ordinators help colleagues to:

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• have an avenue to ask questions and share feedback with the IFoA.

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The way in which the role of the CPD Co-ordinator is delivered varies from one organisation to another. Take a look at section 6 on page 12, to see how some CPD Co-ordinators do it and what they have to say.

5.2

Student Employer Contact

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5.3

Designated Professional Body (DPB) Contact Partner

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5.4 Senior members’ events and dinners

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5.5

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5.6 Collaboration with your HR to support your rising stars

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5.7

Sponsorship opportunities at our conferences

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• a dedicated quarterly newsletter designed to help you

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Masterclasses - Business Skills

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• the chance to share best practice and learn from others

5.9 Professional Skills – train the trainer events

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5.10 Career Recruitment key contact

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• access to ‘train the trainer’, the Annual Briefing, and other materials

5.11 Regional Actuarial Activity

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5.12 Chartered Enterprise Risk Actuary (CERA)

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5.13 Actuarial Research Centre (ARC)

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6. Nine examples: how others do it

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6.1

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6.2 Smita Warren - CPD Co-ordinator for RSA Group

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6.3 Kim Hutton - a CPD Co-ordinator for Mercer

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6.4 Paras Shah - CPD Co-ordinator for Cardano 6.5 Helen Carter – one of the CPD Co-ordinators for Royal London

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6.6 Neil Mitchell – Managing Director and CPD Co-ordinator for Mitchell Consulting

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6.8 Christopher Darby - a CPD Co-ordinator for Friends Life

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6.9 Craig Smith – CPD Co-ordinator for Standard Life

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Volunteer Information Pack (VIP) and Goverance Manual

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Access to life long learning through volunteer roles

Keith Brown – CPD Co-ordinator for AXA

Jill Ampleford – CPD Co-ordinator for Lane Clark & Peacock LLP

The benefits

Employer Contact

Quality Assurance Representative (SQAR)

• Designated

Professional Body (DPB) Contact Partner

See page 7 for details.

CPD Co-ordinators will receive:

• the benefit of a contact point to connect you with the right people/area of the IFoA • an opportunity to help the IFoA to understand the needs of employers of our members.

Appointing a CPD Co-ordinator: • who can take on the role? - see page 4 • the IFoA maintains a database of all CPD Co-ordinators. The database is growing and not all organisations are represented as yet. If you would like to act as a CPD Co-ordinator for your organisation, or wish to find out more, please contact Debbie Atkins. Debbie Atkins Head of Volunteer Engagement E: [email protected] T: +44 (0) 131 240 1803

Notes and foot notes

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2. Who can become a CPD Co-ordinator? A CPD Co-ordinator does not have to be a qualified actuary but does need to be someone who is willing to play a pro-active role in two-way communication between the IFoA and the employer, passing on relevant information to colleagues and providing the IFoA with feedback and suggestions. This is a matter for each organisation to decide.

2.1 IFoA recommendation Organisations with multiple offices often appoint one CPD Coordinator per office. Some of the larger employers appoint one CPD Co-ordinator per practice area, e.g. a different person for say life and general insurance, within the same organisation.

“Organisations that employ at least three qualified actuaries are encouraged to appoint a CPD Co-ordinator.” IFoA recommendation

3. Information you will receive All CPD Co-ordinators will receive a quarterly newsletter as well as other updates, from time to time. These are aimed at keeping you right, allerting you to upcoming deadlines, giving advance warning of changes, and promoting opportunities. Please share this information with your colleagues.

3.2 CPD Co-ordinators’ community

3.1 CPD Co-ordinators’ newsletter

In this dedicated area of the website you will find useful documents and presentations. You will also be able to post a discussion on the forum and gain feedback from other CPD Co-ordinators. Many of our CPD Co-ordinators find this a useful resource in which some share best practice.

Each quarter you will receive a copy of the CPD Co-ordinators’ newsletter. This highlights opportunities, information and key dates which you can share with your colleagues. Back copies of CPD Co-ordinators’ newsletters can be viewed on our website via the following link: www.actuaries.org.uk/newsletters We welcome your feedback and encourage you to let us know if there is anything you would like us to include in future editions. Please send your feedback to: [email protected]

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When you become a CPD Co-ordinator you will be given access to a dedicated online community, using a password, which will be emailed to you within two weeks of you taking on the role.

3.4 Accessing presentations from the IFoA The IFoA website contains an ever growing archive of audio and video recordings from our events. CPD Co-ordinators can make use of this resource as a CPD learning mechanism and as such you can organise an in-house CPD session for your colleagues. This can count towards your annual CPD if relevant to your area of work and offers you a learning opportunity - keep a copy of the signed attendance record. Remember that everyone who attended needs to be able to access this record or obtain it from you if, in due course, they are audited and asked to produce this evidence. CPD Co-ordinators can also access bespoke presentations which can be delivered at their offices. Please let us know if you would you like the IFoA to come to your office and deliver a one hour presentation for you, and your colleagues. We are happy to tailor the talk to your audience. One we have delivered to several organisations is an interactive session highlighting the many ways in which actuaries are able to volunteer for the IFoA. This includes how to get involved in specialist working parties, consultations, speaking opportunities, etc and we also share examples of some of the benefits. We can include an update on our strategy or an update on our public affairs activities. The session is suitable for both qualified actuaries and students and we promise to make it fun as well as informative.

Through our Regional actuarial activities, we often ask CPD Co-ordinators if they would like to host a talk at their office as part of a Regional event for members of the IFoA. This can be a good opportunity for one of our Presidential Team or Chief Executive to address members in your area and at your office. We have also used this as an opportunity to canvas opinion about a hot topic such as an issue we are addressing in a consultation. To find out more and to arrange a session, please contact Debbie Atkins, Head of Volunteer Engagement. Email: [email protected]

• quarterly newsletter • annual Briefing • online community • updates/reminders • access to presentations • sharing best practice

Some organisations like us to present this talk at their annual away day or conference. During 2017 this presentation will be added to the online presentations which you can download from our website, making it available to members, and their organisations, at any time.

3.3 The Annual CPD Co-ordinators’ Briefing Each autumn, usually in November, we host a half day CPD Co-ordinators’ Briefing in London. All CPD Co-ordinators receive an invitation to attend this event if they are able to be in London on the day. It is possible to send a colleague in your place, if that would be easier. Around 80 attend. It is an interactive session with a choice of facilitated discussion groups. A copy of the range of facilitated discussions, all presentations, and any associated materials, are added to the CPD Co-ordinators’ online community to ensure everyone has access to this as a resource. A report, highlighting the key feedback from this Briefing, is also shared with all CPD Co-ordinators, after the event.

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5. Other opportunities for your organisation to engage Please take a look at the following opportunities to see what may be of relevance to your organisation. 5.1 Senior Quality Assurance Representative (SQAR)

5.3 Designated Professional Body Contact Partner

The Quality Assurance Scheme (QAS) recognised that an organisation’s working environment plays an important part in ensuring actuaries are properly supported and that they feel empowered to carry out their work. Launched in 2015, the first year saw 26 organisations accredited representing over 20% of UK actuaries.

As a Designated Professional Body (DPB) under the Financial Services and Markets Act 2000 the IFoA grants licences to and regulates firms which meet the criteria set out in the DPB Handbook. Firms can be licensed to provide advice on:

The objectives of the QAS will be familiar to most organisations:

• to promote quality assurance at an organisational level and so the quality of actuarial work

4. Sharing best practice Our aim is to provide you, as a CPD Co-ordinator, with an insight into planned changes. Where possible, we will give you as much advance notice as we can and we will provide explanations as to why any change is being made. We will also highlight the need for the change and any benefits which this will provide to members. We always welcome your requests for clarification and we will respond promptly to all enquiries. We want to share best practice and help you deliver an effective service for your organisation and colleagues.

We aim to help you and to provide a valuable service to your organisation. Through the quarterly CPD Co-ordinators’ newsletter, the ad hoc emails, the Annual Briefing, the online community and in responding to your individual queries, we will keep you informed of dates and deadlines, planned changes, and opportunities for you, your colleagues and your organisation.

• to promote confidence in the work of actuaries • to provide a mechanism to identify issues affecting the quality of actuarial work. Organisations seeking QAS accreditation are required to appoint at least one SQAR, a member who has direct access to decision-making functions with the ability to influence within their organisation. SQARs from accredited organisations participate in the SQAR Forum to learn and share best practice. To find out more about the QAS and the role of the SQAR, please visit www.actuaries.org.uk/qas or contact Emma Gilpin, Senior Regulatory Lawyer Email: [email protected]

“Having a contact point, within the IFoA, that I can go to with any query, is very helpful. I know that my question will be dealt with promptly and it will be forwarded on to the appropriate person. I find this service is a beneficial resource which also saves me time.” Stephen Watt, CPD Co-ordinator for Tesco Bank.

5.2 Student Employer Contact Similar to the role of CPD Co-ordinator for our qualified actuaries, we also support our student members with Student Employer Contacts in each organisation. This volunteer ensures the students in your organisation are supported and stay on track with the IFoA’s educational processes. We share key dates and information and provide updates regarding any important changes. If your organisation employs student members of the IFoA you will hopefully already have a Student Employer Contact in place. This person acts as a liaison point with the IFoA and can be a Fellow or non-actuary in an HR or support role.

• investments to business clients only where the business is incidental to the firm’s core professional practice (an EPF licence) • insurance mediation to business clients only where the business is incidental to the firm’s core professional practice (an IMA licence), or • the purchase of specific investments, the approval of financial promotions or advice to individuals (an APF licence). Each DPB firm must appoint a Contact Partner to liaise with the IFoA. To find out more about the DPB regime and the role of the Contact Partner, please visit our website or contact Stephanie Farrell, Senior Regulatory Lawyer. Email: [email protected]

5.4 Senior members’ events and dinners From time to time, the Presidential Team and our Chief Executive host forums and dinners to capture the feedback of the most senior members of the profession. We are always keen to ensure we know who the most appropriate person is within each organisation so the IFoA can invite them to attend either an event, organised by us, or to attend another stakeholders’ dinner, at this level, where they may be asked to represent the IFoA. When opportunities arise, we can seek help in identifiying the right person, within a particular opportunity. CPD Co-ordinators can pro-actively tell us who they think we should consider inviting to such a discussion. To discuss the above, please contact Debbie Atkins, Head of Volunteer Engagement. Email: [email protected]

If you wish to check if someone has been appointed or to find out more, please contact our Registrar, Karen Brocklesby. Email: [email protected]

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5.5 Access to life long learning through volunteer roles Volunteering for the IFoA can offer opportunities to develop personal and professional skills and in some instances can provide you and your colleagues with access to training. Members have said:

• “Volunteering provides opportunities to keep learning and to keep exploring new ways to apply old knowledge.” • “I’ve been on many training courses at work, but what I’ve benefitted from most is what I’ve learned from my volunteering activities for the profession.” All opportunities to volunteer for the IFoA are advertised on our volunteer vacancies webpage on the IFoA website. When visiting this webpage sign up to the RSS feed. This will ensure you are kept informed of new opportunities as they arise. CPD Co-ordinators often highlight relevant opportunities (particularly the new research working parties) to colleagues, to enable them to express an interest in a vacancy. www.actuaries.org.uk/volunteer-vacancies Or contact Debbie Atkins, Head of Volunteer Engagement. Email: [email protected]

5.6 Collaboration with your HR team to support your rising stars Feedback has indicated that some organisations operate talent management programmes to help their ‘rising stars’ raise their profile and take advantage of any ‘fast track’ opportunities. Over the years many of these individuals have been encouraged, informally, by Chief Actuaries and other senior colleagues, to gain a broad experience through volunteering for the IFoA. If your organisation’s HR team or a senior member in your organisation would like to find out more, or work with us to discuss a possible volunteer journey for a ‘rising star’ in your organisation, please contact Debbie Atkins, Head of Volunteer Engagement. Email: [email protected]

5.7 Sponsorship opportunities at our conferences The IFoA organises more than six residential conferences each year. The Life Conference attracts 1,000 plus delegates (see photograph above taken at the Life Conference Dinner). The next largest is GIRO, the General Insurance Conference, which runs for four days and attracts around 800 delegates. All of our conferences have sponsorship opportunities attached to them which put organisations in front of a significant audience. We are supported by many organisations who meet their promotional objectives through partnership with our events. We would be delighted to promote this service to all employers of actuaries. To find out more please contact Amanda Davey, Head of Events. Email: [email protected]

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5.8 Masterclasses - Business Skills The IFoA run a series of events designed to help members explore and develop their business skills. The programmes are designed especially for actuaries by experts in the field, to help you and your colleagues achieve success in all areas of business including communication, presentation skills and retaining clients. Members of the IFoA have found these events a useful contribution to their CPD and development needs. You can purchase online Masterclass videos from our website at www.actuaries.org.uk/masterclasses In addition to the Masterclasses which are advertised on our events calendar and available online, we are happy to speak to organisations about the possibility of bringing a bespoke session to your company. To discuss the options and costs involved, please contact Amanda Davey, Head of Events.

“The support and material provided by the IFoA in response to my question about facilitating an in-house professionalism skills session provided a great base for me to use and adapt to create a fun and interactive CPD session.” Emma Lawson, CPD Co-ordinator for the Co-op Insurance

Email: [email protected]

5.9 Professional Skills – ‘train the trainer’ events Professional Skills CPD is a requirement for members as specified in the CPD Scheme. To allow organisations to run their own training sessions (to help experienced members meet their annual requirement in their own offices at a time that suits the organisation), we are conducting ‘train the trainer’ events. If you would like to find out more and discuss the possibility of you, or a colleague, attending one of these sessions, please contact Fiona Goddard, Professional Regulation Manager. Email: [email protected]

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5.10 Career recruitment key contact If your organisation offers internships, apprenticeships and work placements for actuaries of the future, our Careers Marketing Leader can work with you, to highlight your offering. Students are regularly in touch with our Careers Marketing Leader and she works with the volunteer Career Ambassadors to highlight these opportunities at career fairs, schools and universities. We would be pleased to include your opportunities in our marketing material. To discuss options please contact Jenni Hughes, Careers Marketing Leader. Email: [email protected]

5.11 Regional actuarial activity

5.12 Chartered Enterprise Risk Actuary (CERA) The Chartered Enterprise Risk Management (CERA) credential is the most comprehensive and rigorous globally-recognised Enterprise Risk Management (ERM) designation. As a signatory of the CERA Global Treaty, the IFoA can award the CERA qualification to suitably qualified members of the IFoA. The CERA qualification provides risk professionals with strong ERM knowledge that drives better business decisions. Professional, ethical and trusted, with impeccable standards and integrity, a professional with the CERA qualification is able to effectively communicate ideas with leadership and is qualified to play varying roles within an organisation, from risk manager to chief risk officer and more.

Take a look at the Regional actuarial activity section on the IFoA website: www.actuaries.org.uk/get-involved/regional-activity

View details: www.actuaries.org.uk/studying/plan-my-studyroute/chartered-enterprise-risk-actuary-cera

This area of the website contains information on all current Regional actuarial groups. These groups are run by members and offer networking opportunities and support to actuaries in their area. They provide a range of locally based events both social and academic. If your organisation has an office in one of these areas, or you travel there on business, they encourage you to get in touch either directly or through the IFoA Regions Manager, Tess Joyce. If your geographical location does not have an active Regional Community or actuarial activity, please contact Tess Joyce, to see how she could assist you in getting members in your area together.

Or contact Dawn McIntosh, Practices Manager for Risk Management.


The IFoA is seeking partners to co-sponsor research initiatives that directly address your business challenges in a shifting competitive landscape. By partnering in the ARC, you will benefit from:


5.13 Actuarial Research Centre (ARC) The ARC is the IFoA’s network of actuarial researchers around the world that seeks to deliver cutting-edge and business relevant research programmes. It bridges academic rigour with practitioner needs by working collaboratively with academics, other actuarial bodies and the end user community.

• relevant business solutions and early access to research outputs to give a competitive advantage • access to exceptional talent, from some of the world’s leading academic researchers • specialist branding and communications, bringing recognition and enhancing the impact of your partnership with ARC • invitations to events with industry experts and academics to explore significant research • quality assurance and governance of research outputs. To find out more, please visit www.actuaries.org.uk/arc Or contact Sarah Mathieson, Head of Research and Knowledge. Email: [email protected]

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6. Nine examples: how others do it

6.3 Kim Hutton, a CPD Co-ordinator for Mercer

6.4 Paras Shah, CPD Co-ordinator for Cardano

The following examples have been provided by some of our CPD Co-ordinators. They have shared some thoughts which we hope will be helpful to those of you considering taking on this role for your organisation. 6.1 Keith Brown, CPD Co-ordinator for AXA

6.2 Smita Warren, CPD Co-ordinator for RSA Group

“CPD Co-ordinators share information with their colleagues in a number of different ways. Across the company we have a network of ‘professional champions’ with at least one based in each office and each major specialism. Information that needs to get to all our actuaries is disseminated via this network who then pass on the relevant information within their location. This enables all messages to be fed down efficiently and any local specific details can also be added where necessary.

“I am a CPD Co-ordinator at AXA and took on this role in 2014. I took up the role as I like networking and this role has provided ample opportunity. My role covers a large number of professionals at all stages of their careers and over multiple sites in the UK. This led me to push the boundaries and learn about blogging on our internal actuarial community to reach out to my colleagues. It has been surprisingly effective.

“With RSA being a large organisation I think the role of CPD Co-ordinator helps as people like having an internal ‘go-to’ person they can rely on to assist with any questions they may have. The main areas of focus for my role have been:

• keeping actuaries informed of opportunities for volunteering as well as internal and external CPD events that are happening

I also encourage and co-ordinate feedback and views for the annual CPD Co-ordinator briefings over the year. I like attending these to get some inspiration on how to develop my own role.

• establishing a group on our internal website for actuaries to share information about events and discuss any topical issues

As well as reaching out to gather views, I support my fellow professionals by being available to talk through CPD and professionalism questions as they become important to them.

• answering any queries and liaising with the IFoA

The professional champions also feedback views and ideas from their offices to a central professionalism committee, so it is a two way process.”

“I landed this role partly by chance and partly due to my desire to continue to have a link to the actuarial profession. The main focus of my role is to be a point of contact in the company for actuarial, CPD and professional matters. This regularly involves responding to questions around individuals CPD requirements. A key contribution from this role comes from an annual professionalism training course held for company employees. The content and especially the videos stored on the IFoA website have made a big difference to how such sessions are delivered to colleagues and not only has feedback been positive thanks to the content, there has been great engagement in the discussions at all levels of experience in the company. The role has continued to offer an opportunity to engage with all actuaries in the company right from newly qualified actuaries, through to the very experienced.”

• organising and runnning an in house professionalism course each year • storing records of attendance sheets to assist with evidence when actuaries are audited.”

I enjoy running internal Stage 3 Professional Skills sessions to help people meet their annual requirements. I find ethics and professionalism fascinating. The sessions are a good way to bring together people’s views in a ‘safe’ environment and learn from each other by being open to different view points”

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6.5 Helen Carter, one of the CPD Co-ordinators for Royal London

“How did I end up as a CPD Co-ordinator for Royal London? In truth, I received an email from our Chief Actuary looking for: “A ‘volunteer’ to take on this ‘vacant’ and unpaid (except in heartfelt thanks from your grateful colleagues) role.” Do I enjoy it? Yes - I do. I think you could sum up my role in the following bullet points:

• highlight relevant events • collate information into CPD specific emails and circulate • organise in-house events • answer queries • liaise with the IFoA • promote relevant volunteer opportunities, particularly working parties which align with the work we do • act as a ‘mum’.”

6.6 Neil Mitchell, CPD Co-ordinator for Mitchell Consulting

“At Mitchell Consulting we employ six qualified actuaries and five students. I am the CPD Co-ordinator and attend the IFoA’s Annual Briefing events. I do exactly as it says co-ordinate! I organise and set the agenda for our bi-monthly team meetings. This entails setting topics for others to talk about. We usually come away from the meetings with an action each to research and report back on various technical matters. We also discuss our ‘deliverables’ for example standard valuation reports, FRS17 letters, etc., and ways in which these can be improved. Anyone attending a major event (eg ACA or IFoA conference) will be encouraged to report back at the team meetings. The rest of the team take individual responsibility for dealing with other professional bodies. For example, one person deals with the North West Actuarial Society, another with PMI, another with ACA, and so on. That person will be responsible for liaising with the professional body and sending out meeting notices. We encourage the team to organise attendance at webinars, breakfast seminars and commercial events. As part of our performance management programme, we identify training needs and encourage staff to attend external courses where appropriate. As part of our ISO compliance, we monitor the number of hours all staff record on training and CPD matters and address any shortfalls at quarterly ISO review meetings.”

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6.7 Jill Ampleford, CPD Co-ordinator for Lane Clark & Peacock LLP

“We have an internal weekly ‘technical lunch’ programme for all senior individuals, to present and share material, which can be technical, professional or commercial. This is a key part of their development to be able to do their job, and means a lot of the specific IFoA CPD requirement is more than easily fulfilled. We invite outside speakers to some of these lunches – particularly lawyers who give a valuable different perspective. Attendance at external conferences adds further to this (as has other benefits such as networking!). We are starting to use the IFoA on-line content for some smaller group sessions. The CPD requirements can sometimes be difficult to work out on detailed points – and they do seem to go through a lot of changes. So we have a dedicated team that our actuaries can approach; and which checks carefully any changes to the requirements and communicates these.”

6.8 Christopher Darby, CPD Co-ordinator for Friends Life

“I have been a CPD Co-ordinator at Friends Life for three years. The main focus of my role is being a central contact point for queries; providing regular updates on CPD opportunities and briefings from the IFoA and organising an annual conference. I also collate sign in sheets for internal presentations and these are uploaded to a central area where the other actuaries can easily locate them if/when audited by the profession. We are lucky enough to have a core of enthusiastic, local presenters who provide regular training on relevant topics; as well as an active Regional Actuarial Society, so there are normally plenty of opportunities for professional development. I can also always rely on some interesting questions on CPD requirements, which, once I have found an answer (sometimes direct from the IFoA), I can then circulate more widely. Most important of all is making sure people ‘volunteer’ to help make CPD happen!”

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6.9 Craig Smith, CPD Co-ordinator for Standard Life

“In terms of making use of the IFoA’s online professional skills videos, we held a couple of table discussion group sessions (about 30-40 at each session) and went over some of the videos on the website around the practice specific areas. Our intention was to cover four of the videos during a one hour session with the videos taking maybe 15 minutes and then time for discussion around them. As it turned out, there was so much enthusiasm and discussion amongst the groups that the first session covered only two of the planned scenarios and the second session only managed to cover one scenario. This helped about 70 of our actuaries get one hour of professional skills CPD. We had the sessions facilitated by a senior actuary with professional responsibilities which is also required to ensure discussion is brought out well. In addition, we gained very positive feedback from a survey afterwards with views being that these professional skills sessions worked very well in a group discussion format, and a lot of appetite for us to hold more sessions like this in the next CPD year. This is a great example of how to make use of this online resource for you and your colleagues. We are pleased to say that there will be more scenarios available this coming year.”

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CPD Co-ordinators are also recommended to make use of the IFoA’s Volunteer Information Pack (VIP) Launched in 2014, this resource brings together all the material which supports everyone involved in activities for the IFoA plus some additional tips and hints for best practice, including ‘Chairing Meetings’. We hope you find it a useful resource. By accepting the appointment as CPD Co-ordinator for your organisation, we ask you to agree to comply with the terms of the IFoA’s Governance Manual and Volunteer Information Pack (VIP). We will support you and guide you regarding any relevant matters. You can access these documents from our website via the following links. Volunteer Information Pack (VIP): www.actuaries.org.uk/vip Governance Manual: www.actuaries.org.uk/constitution Please also make good use of the feedback icons on the website.

“This CPD Co-ordinators’ image could be seen as an ‘M’ (as in for ‘Members’) and seems to highlight the co-ordinator as being the link between the IFoA and the Members.” Michael Lawson FIA - CPD Co-ordinator for Barnett Waddingham LLP

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