Skip to content
Acttuary

Acttuary interview cheatsheet · updated August 2026

Life insurance interview cheatsheet

A one-page refresher of the key terms, common questions and easy mistakes to review shortly before your interview.

This one is for members. Below is the sheet itself, with most of each section held back, so you can see what you would be printing: the key terms, the questions that come up most and the mistakes that are easy to make, on one side of A4.

Key terms

TermWhat to remember
Life insuranceIncludes protection products and savings or retirement products such as annuities. Different products expose insurers to different risks.
Term assurancePays a benefit if the insured dies during a fixed term. If they survive the term, no death benefit is paid.

7 more on the full sheet

Questions to prepare for

QuestionWhat to cover
Why life insurance?Explain what interests you about long-term promises, mortality or longevity risk, modelling, investment or capital, then support it with something you have researched.
Why might a scheme buy in before buying out?A buy-in transfers risk while the scheme continues preparing for a possible buy-out, including checking member data and benefits.

3 more on the full sheet

Three things to remember

  • Protection and annuities respond differently to mortality. Earlier deaths are adverse for protection but favourable for annuities, so writing both can provide a partial natural hedge.
  • The current UK prudential regime is Solvency UK. It developed from the Solvency II framework.

1 more on the full sheet

Before the interview: check recent BPA activity and, for an insurer interview, its latest results and solvency coverage ratio before quoting figures.

Acttuary · acttuary.com · Courses and application support for future actuaries · Independent of the IFoA.

The other areas are in there too

One subscription opens every practice-area interview sheet and every course, from £39.99/month.