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

Last Updated: 13 Jul 2021

Product code 9674

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.  An Actuarial Technician’s role is to use and/or help design numerical systems that will provide financial outcomes for a range of insurance areas and pensions.  This is an entry level role and is backed by the Institute and Faculty of Actuaries.  They will work with qualified actuaries and will support them with data reports.  They will also provide clients with information collated by actuaries. 

Summary of our offer:

1. Our teaching and learning resources for Actuarial Technician will give you the tools you need to support apprentices through their on-programme learning, build their confidence and competence and ensure a quality learning experience in preparation for EPA.  

2. We are on the register of end-point assessment organisations for Actuarial Technician.  Our high-quality, rigorous end-point assessment (EPA), can be delivered at a convenient time for your apprentice.  Our EPA service includes a suite of guidance documents and preparation tools to get you ready for EPA. 


City & Guilds has designed innovative and flexible delivery content that will equip apprentices with the competence and confidence to perform their best in assessment.

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.

• Induction learning content: Extensive content including handouts and e-learning modules meets the mandatory requirements for any apprenticeship programme of learning:

• Health and safety
• Safeguarding and Prevent
• Equality and diversity
• British values

• Maths & English: Our Functional Skills qualifications cover the core maths and English requirements for this standard.  Our support package, e-Functional Skills is an online teaching and learning platform that guides learners from an initial diagnostic assessment, through to meeting the requirements for this standard.



End-point assessment

EPA product code: 9674-50

City & Guilds will open for registrations on the 1st September 2021 for the end-point assessment for Actuarial Technician.
As one of the biggest EPAOs in England, we pride ourselves on our first rate customer service.  Our EPA team is on hand to support you every step of the way, guiding you through gateway and ensuring your apprentice has all the tools they need to prepare for the assessment.   Our assessment and grading is standardised and all our assessors have industry experience and receive on-going training, so you can trust that we will deliver a fair and robust assessment.
Assessment events for this standard are:
• Apprentices showcase
• Practical observation
• Professional discussion

For further guidance, please refer to our end-point assessment pack. The handbook provides more detail behind the knowledge, skills and behaviours in the standard and the range of content within the standard. The end-point assessment pack includes detailed guidance on grading criteria for the EPA and the evidence you’ll need to produce for knowledge, skills and behaviours at gateway.  You’ll find this in the documents section above.  
EPA preparation and gateway guidance for this standard: 
Upon registration for EPA, you will have access to a range of support material for Actuarial Technician to help prepare for end-point assessment.  All the materials can be accessed through SmartScreen on one user-friendly platform. 

• EPA preparation tool: Our platform guides apprentices through online content to help them feel ready for their EPA experience. User-friendly technology takes the apprentice through a series of questions, to suggest material personalised to their apprenticeship standard and their confidence levels.  The content is curated from across the web and covers areas like revision and exam skills, multiple choice test strategies, professional discussion and interview skills. You can watch our short video to learn more.

• Recording forms: supporting you to complete key stages of EPA readiness, we have prepared forms to give you peace of mind and confidence that everything is covered.  These packs include a gateway declaration form that is needed during the booking process and assessment forms, if required, that apprentices might need during assessment.

• LIEPA reports: Our lead independent end assessors (LIEPAs) produce an annual report with insight into the EPA results and findings across all centres.  These reports can help you refine your apprenticeship delivery to improve success rates. 

Click here for our EPA price list.  

• Apprenticeship log book: Our apprenticeship log bookwill help guide tutors and apprentices through a range of practical tasks mapped to the standard, allowing apprentices to track progress and record evidence of their learning as they go. Tasks are mapped to maths & English requirements, developing knowledge and skills in a real working environment.


How to register

If you’re an existing City & Guilds centre or interested in becoming a centre, make sure you’ve read our EPA manual and guidance. This will explain the process and all our terms and conditions. Our short ‘how-to’ guides and videos are a great start to help you get to grips with what to expect and how to stay on track when booking EPA and preparing apprentices for assessment. You’ll find these resources in our EPA document library

To use 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 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