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OAC publications - a trusted source of independent expert advice and guidance
  2014 Publications  
  2013 Publications  
  2012 Publications  
  2011 Publications  
  2010 Publications  
  2009 Publications  
  2008 Publications  
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Publications

OAC has been writing commentary on industry events since 1994 and has become a trusted source of independent expert advice and guidance. OAC now produce a series of free publications which focus on specific areas, sectors and groups in the financial services industry, covering topics such as actuarial, compliance, complaints, regulatory reviews, and regulation. We generally only produce publications when something interesting happens that we feel we can can usefully comment on. Readers also benefit from being in easy reach of OAC consultants if they have any questions about the issues covered in our publications.

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As ever, I wish you and your colleagues the very best and your demonstration of positive support for institutions like us is, as ever, appreciated." - Cirencester Friendly Society Ltd, June 2009

         
   

 

2014 Publications

  Description Type Date  
  OAC Compliance News Roundup No.38 Compliance Consulting July 2014  
  OAC Compliance News Roundup No.37 Compliance Consulting June 2014  
  OAC Topical Article: New disclosure regime on its way Insurance Consulting May 2014  
  OAC Topical Article: Technical Note on the Recent Regulatory Publications on Mutual Members' Funds Insurance Consulting May 2014  
  OAC Compliance News Roundup No.36 Compliance Consulting April 2014  
  OAC Compliance News Roundup No.35 Compliance Consulting March 2014  
  OAC Compliance News Roundup No.34 Compliance Consulting February 2014  
  OAC Compliance News Roundup No.33 Compliance Consulting January 2014  
         

 

2013 Publications

  Description Type Date  
  OAC Compliance News Roundup No.32 Compliance Consulting November 2013  
  OAC Topical Article: Prudential Regulation Authority announces plans to implement Solvency II Insurance Consulting November 2013  
  OAC Topical Article: Audit capability: How to control your financial models Financial Modelling November 2013  
  OAC Topical Article: PRA Consultation Paper CP8/13 Insurance Consulting October 2013  
  OAC Topical Article: Solvency II bursts into Life (Mutual Sector) Insurance Consulting October 2013  
  OAC Compliance News Roundup No.31 Compliance Consulting October 2013  
  OAC Compliance News Roundup No.30 Compliance Consulting September 2013  
  OAC Compliance News Roundup No.29 Compliance Consulting July 2013  
  OAC Compliance News Roundup No.28 Compliance Consulting July 2013  
  OAC Compliance News Roundup No.27 Compliance Consulting June 2013  
  OAC Compliance News Roundup No.26 Compliance Consulting May 2013  
  OAC Compliance News Roundup No.25 Compliance Consulting May 2013  
  OAC Compliance News Roundup No.24 Compliance Consulting April 2013  
  OAC Compliance News Roundup No.23 Compliance Consulting March 2013  
  OAC Compliance News Roundup No.22 Compliance Consulting February 2013  
  OAC Compliance News Roundup No.21 Compliance Consulting January 2013  
  OAC Topical Article: Technical article on CP12/38: Mutuality and with-profits funds: a way forward Insurance Consulting January 2013  
         

 

2012 Publications

  Description Type Date  
  OAC Compliance News Roundup No.20 Compliance Consulting December 2012  
  OAC Compliance News Roundup No.19 Compliance Consulting November 2012  
  OAC Compliance News Roundup No.18 Compliance Consulting October 2012  
  OAC Topical Article: Technical guidance to CP12/13: Transposition of Solvency II - Part 2 Insurance Consulting October 2012  
  OAC Compliance News Roundup No.17 Compliance Consulting September 2012  
  OAC Compliance News Roundup No.16 Compliance Consulting August 2012  
  OAC Topical Article: Technical guidance to CP12/10: Changes in rates of return for new business illustrations Insurance Consulting July 2012  
  OAC Compliance News Roundup No.15 Compliance Consulting July 2012  
  OAC Compliance News Roundup No.14 Compliance Consulting June 2012  
  OAC Compliance News Roundup No.13 Compliance Consulting May 2012  
  OAC Compliance News Roundup No.12 Compliance Consulting April 2012  
  OAC Topical Article: Technical guidance to PS12/04: Protecting With-Profits Policyholders Insurance Consulting March 2012  
  OAC Compliance News Roundup No.11 Compliance Consulting March 2012  
  OAC Topical Article: New post-RDR pension product illustration requirements (FSA PS11/14) Compliance Consulting February 2012  
  OAC Compliance News Roundup No.10 Compliance Consulting February 2012  
  OAC Topical Article: Data Collection: Retail Mediation Activities Return (RMAR) and complaints data (PS11/13) Compliance Consulting February 2012  
  OAC Compliance News Roundup No.9 Compliance Consulting January 2012  
         

 

2011 Publications

  Description Type Date  
  OAC Compliance News Roundup No.8 Compliance Consulting December 2011  
  OAC Compliance News Roundup No.7 Compliance Consulting November 2011  
  OAC Compliance News Roundup No.6 Compliance Consulting October 2011  
  OAC Compliance News Roundup No.5 Compliance Consulting September 2011  
  OAC Compliance News Roundup No.4 Compliance Consulting August 2011  
  OAC Compliance News Roundup No.3 Compliance Consulting July 2011  
  OAC Topical Article: FSA feedback on product intervention (FS11/3) Compliance Consulting July 2011  
  OAC Compliance News Roundup No.2 Compliance Consulting June 2011  
  OAC Compliance News Roundup No.1 Compliance Consulting May 2011  
  OAC Topical Article: Protecting with-profits policyholders (FSA CP11/05) Insurance Consulting May 2011  
  OAC Topical Article: FSA initiative on product design (DP11/1: Product Intervention) Compliance Consulting April 2011  
  OAC Topical Article: FSA proposals on investment platforms Compliance Consulting February 2011  
         

 

2010 Publications

  Description Type Date  
  OAC Topical Article: Significant influence functions Compliance Consulting December 2010  
  OAC Topical Article: QIS5: Another step on the road to Solvency II Insurance Consulting November 2010  
  OAC Topical Article: Part 2: The Changing Regulatory Landscape Compliance Consulting October 2010  
  OAC Topical Article: Part 1: The Changing Regulatory Landscape Compliance Consulting October 2010  
  OAC Topical Article: Projection Rates used in Illustrations Insurance Consulting September 2010  
  OAC Topical Article: FSA With-Profits Regime Review - Not quite a gold star... Insurance Consulting August 2010  
  OAC Topical Article: Competence and ethics requirements: What will it take to match up to the FSA's standards? Compliance Consulting July 2010  
  OAC Topical Article: Advances in spreadsheet modelling - Managing the risk Financial Modelling May 2010  
  OAC Topical Article: The future brightens for Actuarial Contractors Interim Resourcing May 2010  
  OAC Topical Article: Treating Customers Fairly - A matter of transparency
(health and care edition)
Compliance Consulting May 2010  
  OAC Topical Article: The perils of holding a Controlled Function - the FSA's latest moves on governance Compliance Consulting March 2010  
         

 

2009 Publications

  Description Type Date  
  OAC Focus: The Actuarial Profession - Life Convention 2009 Edition
Topics include: Solvency II; Impact of latest regulatory changes on the IFA distribution channel; Future direction of regulation; Risk and capital management; Complaint management; Retail Distribution Review; Technical Actuarial Standard for Modelling; Technical Actuarial Standard for Insurance Business; The way ahead for actuarial contractors.
Insurance Consulting November 2009  
  OAC Topical Article: FSA's "Dear CEO" Letter to Mutuals Insurance Consulting October 2009  
  OAC Focus: AFS Annual Conference and AGM 2009 Edition
Topics include: Solvency II; Impact of latest regulatory changes on the IFA distribution channel; Future direction of regulation; Risk and capital management; Complaint management; Retail Distribution Review; Technical Actuarial Standard for Modelling; Technical Actuarial Standard for Insurance Business.
Insurance Consulting October 2009  
  OAC Topical Article: Solvency II: The value and risk of Value at Risk Insurance Consulting July 2009  
  OAC Topical Article: Solvency II - Action needed! Insurance Consulting June 2009  
  OAC Topical Article: Key Features Documents - Good and poor practices, part 2 Compliance Consulting June 2009  
  OAC Topical Article: FSA bursts the bonus bubble Compliance Consulting May 2009  
  OAC Topical Article: NEDs in the spotlight Compliance Consulting January 2009  
  OAC Topical Article: Advisers will need deeper pockets Compliance Consulting January 2009  
         

 

2008 Publications

  Description Type Date  
  OAC Topical Article: RDR is dead, long live RDIP Compliance Consulting December 2008  
  OAC Topical Article: FSA update on Treating Customers Fairly Compliance Consulting November 2008  
  OAC Focus: The Actuarial Profession's Life Convention 2008 Edition
Topics include: Treating Customers Fairly, Solvency II, Retail Distribution Review, Financial Modelling
in the 21st Century, Actuarial Resourcing, Age Discrimination, Board for Actuarial Standards
Insurance Consulting November 2008  
  OAC Focus: AFS Annual Conference and AGM 2008 Edition
Topics include: Treating Customers Fairly, AFS Compliance Officers' Forum, Solvency II, Retail Distribution Review, Actuarial Resourcing, Age Discrimination, Board of Actuarial Standards
Insurance Consulting October 2008  
  OAC Topical Article: EU Gender Directive: Discrimination as it affects Life Insurance Insurance Consulting July 2008  
  OAC Topical Article: Compliance: Promotional Material Compliance Consulting July 2008  
  OAC Topical Article: Solvency II: an introduction to QIS4
Related page: Solvency II
Financial Modelling April 2008  
         

 

Archive

OACis Endowment Mortgage Review Updates (2001 to 2005)

  Description Date  
  EMR Update Edition 12 July 2005  
  EMR Update Edition 11 March 2005  
  EMR Update Edition 10 February 2004  
  EMR Update Edition 9 October 2003  
  EMR Update Edition 8 June 2003  
  EMR Update Edition 7 February 2003  
  EMR Update Edition 6 October 2002  
  EMR Update Edition 5 June 2002  
  EMR Update Edition 4 April 2002  
  EMR Update Edition 3 January 2002  
  EMR Update Edition 2 September 2001  
  EMR Update Edition 1 July 2001