‘Appropriate person’ pool

The IFoA Appropriate Person Pool aims to provide IFoA members with access to experienced (qualified) IFoA members around the globe to support them with their Reflective Practice Discussions (RPDs), as part of the CPD Scheme.

The service is entirely free and is based on members volunteering to provide this support.

If you are a qualified member of the IFoA and are willing to have a conversation with other members around learning, development and reflection, please consider joining the Appropriate Person Pool.

Noted below is an outline of what is required in an RPD.

What is involved

The aim is to support the member in determining whether they have carried out meaningful learning through their CPD. This should entail:

facilitating an open discussion on the member’s learning and development
assisting the member in reflecting on their learning needs, the outcomes of their CPD activities and whether the outcomes addressed the needs
assisting the member in identifying gaps in their learning
making suggestions as to other areas to learn about and other activities to consider following up with the member to provide support, if required.

Desired skills

To offer support, you need to be a qualified member of the IFoA, with the following:

an understanding of what reflection entails
the ability to speak openly and to encourage reflection
a desire to understand the work the member does, their role, development and the learning outcomes of their CPD.

All Appropriate Person Pool members will receive training (via webinar).

For the scope of the role, please see IFoA ‘Appropriate Person’ Pool – Members (59 KB PDF).

Tenure and time commitment

The time commitment will depend on the number of members you decide to facilitate. You should expect to allocate approximately three hours per member discussion (encompassing prep time, discussion time and follow up time.)

For consistency, we hope volunteers will be willing to join the Pool for a period of three years, renewable annually, up to a maximum of six years in total. However, you can step down at any time.

How to offer support

If you are a qualified member of the IFoA, who is willing to take part, please contact the Engagement Team at engagement.team@actuaries.org.uk. When contacting us please provide the following information:

confirmation that you are a qualified member of the IFoA
a note of your ARN
an indication of which practice area(s) you cover
confirmation of how you wish your name, location (city/county) and email address to be displayed in the Appropriate Person Pool in the members’ area of our website
confirmation that you have read, understood and agree to the information and requirements laid out in our Volunteer Information Pack (VIP). Please be aware that until we have received this confirmation, we will not be able to appoint you as a volunteer

All offers of support will be progressed as received.

What you need to know

Volunteering provides you with a wide range of opportunities. With all rights and opportunities come responsibilities and we ask all our volunteers to comply with the terms of the IFoA’s Governance Manual and Volunteer Information Pack (VIP). Before offering to provide support, please read through ‘what you need to know’.

Practice areas

The practice areas that relate to this vacancy are:

finance and investment
general insurance
health and care
life insurance
pensions
risk management
sustainability

To learn more, see practice areas.

‘Appropriate person’ pool – members