Actuarial Technician Apprenticeship End-point Assessment (England) (9674)

Last Updated: 24 May 2019

Product code 9674

The City & Guilds Actuarial Technician apprenticeship offer is designed to allow you to sustain flexible delivery model that is cost effective, time efficient and meets the learning styles of your apprentices, ensuring they are motivated to be successful, productive in their role and are fully prepared for end-point assessment.   The City & Guilds Level 4 Actuarial Technician apprenticeship is designed for learners who will be performing an actuarial technician role within business areas such as pensions, investments, health, insurance, risk and wider actuarial fields.   In order to offer a genuine end-to-end solution we will also provide high quality, rigorous end-point assessment, at a convenient time and place for your apprentice.

The apprenticeship for Actuarial Technicians was designed by the industry for apprentices employed in a wide variety of different organisations in the consultancy, pensions, investment, health, insurance, risk and wider actuarial fields. 
Learners who upon successful completion of the City & Guilds Level 4 Actuarial Technician apprenticeship may have the opportunity to progress into further actuarial study. This includes completion of CAA modules 2 to 5 to gain the IFoA’s CAA qualification or further exams as part of the IFoA’s Fellowship qualification.

Available to deliver in the following:


During the apprentices’ journey period of learning they will undergo continuous development and assessment that covers the full range of knowledge, skills, behaviours and attitudes required within the Actuarial Technician environment. This will include the professional qualifications and professional awareness programmes from the Institute and Faculty of Actuaries. The programme will be managed between the employer and training provider.

As part of the on-programme learning, the Apprentice will be expected to achieve
• Modules 0 (Entry Exam) and 1 (Finance and Financial Mathematics) from the Institute and Faculty of Actuaries’ Certified Actuarial Analyst qualification; OR
• Core Technical Module 1 (CT1 - Financial Mathematics) from the Institute and Faculty of Actuaries’ Fellowship qualification; AND
• The Institute and Faculty of Actuaries’ Online Professional Awareness Test
Coverage of Standard not met by any of the above will be gained over the period of learning, through continuous development and assessment, managed between the provider and the employer. The knowledge, skills and behaviour that will be developed during the on-programme learning will include:

• Actuarial Techniques
• Processes and Principals
• Technology
• Industry Regulation

• Practical Numeracy
• Quality Service Delivery
• Clients, Colleagues and Stakeholders
• Prioritisation
• Data extraction and Manipulation


• Commitment and Enthusiasm
• Working with Others
• Communicating Effectively
• Professionalism
• Approach to Thinking

The employer, provider and apprentice are required to sign-off the apprentice as ready to move on to end-point assessment.


End-point assessment

End-point assessment
The end-point assessment must demonstrate that the apprentice can perform in the occupation in a fully competent, holistic and productive way.  The assessment will be graded if required by the standard. The assessment organisation and assessor must be independent of, and separate from, the training provided by the provider and employer.

When the Apprentice has achieved the relevant skills, knowledge and behaviours they will be able to take the End Point Assessment and will need to show evidence of their competence relevant Actuarial Technician Standard. In addition, they will need to have achieved maths at Level 3 (A Level preferred) and English (Level 2/GCSE), though some employers and training providers may set this as minimum requirement for entry to the apprenticeship.

When the apprentice moves on to the final stage of end-point assessment made up of the following assessment methods:
• Apprenticeship Showcase
• Professional Discussion
• Practical Observation

On successful completion, the end-point assessment organisation will apply to the IfA for the apprenticeship certification. The certificate will then be sent to the apprentice’s employer.

How to register

Interested in using our quality-assured on-programme materials or end-point assessment service? There are three ways to either find out more or to order what you need:
1. If you’re an existing City & Guilds customer, go to Walled Garden and select the materials you need or register your apprentice for end-point assessment. (You may need to submit a request to deliver if you don’t yet have approval for that standard.)
2. Get in touch with Our Direct Sales Team can explain our different products and services and start getting you set up as a customer or give existing customers support on the new apprenticeship arrangements.
3. Speak to your City & Guilds Business Manager about how to access our products or how to register your apprentices with us.

Here you can find all documents related to this suite of apprenticeship.

By clicking on the section headings below, you can access a variety of documents such as the qualification handbooks and assessment materials, Statements of Purpose, and recognition letters from industry and employers.

Some documents may be password protected. Passwords can be retrieved by logging in to and visiting the Administration section of the relevant qualification catalogue page.

Interested in delivering this apprenticeship?

Find out more about how to become an approved City & Guilds centre or fill out our online customer application form