Sumários

Class 7

15 Outubro 2024, 08:00 • DANIELA ALEXANDRA DINIS PATEIRO

Exercises from previous class


8 - Vested Rights
 8.1 - Vested Rights
 8.2 - PV of benefits
 8.3 - Normal Fund and Contributions using the UC method
 8.4 - Further Considerations

Class 6

8 Outubro 2024, 08:00 • DANIELA ALEXANDRA DINIS PATEIRO

7 Actuarial Funding Methods for DB Plans

 Exercises from previous class
 
 7.6 Unit Credit - Projected and Non Projected; Pro-rated and Pure 
 7.7 Individual Attained Age 
 7.8 Factors affecting the choice of method 

Exercises

Class 5

1 Outubro 2024, 08:00 • DANIELA ALEXANDRA DINIS PATEIRO

7 Actuarial Funding Methods for DB Plans
 7.1 PV of benefits and actuarial valuations 
 7.2 Initial Funding 
 7.3 Terminal Funding 
 7.4 Individual Level Premium 
 7.5 Entry Age 

Exercises

Class 4

24 Setembro 2024, 08:00 • DANIELA ALEXANDRA DINIS PATEIRO

4 Survival Models and Annuities (refresher on notation - life tables, life annuities, deferred annuities, reversionary annuities)


5 Multiple Decrements Models
5.1 - Dead-Alive model 
5.2 - Permanent Disability Model 
5.3 - Multiple Decrement Model 
5.4 - Notation and Assumptions 
5.5 - Formulae for probabilities

6 Population and Actuarial Assumptions 
6.1 - Data and population 
6.2 - Economic and demographic assumptions (detailed)

Class 3

17 Setembro 2024, 08:00 • DANIELA ALEXANDRA DINIS PATEIRO

Exercises from previous class


3 Age Retirement Social Security pension (in Portugal)
3.1 - Background
3.2 - Current formula
3.3 - Comparison with other countries
Exercise