Website FAQs
Learn how to use our new website.
Top tips for using our new website
Logging in and accessing your information
Tip: Use your existing credentials - no password reset needed.
How: Log in as usual and access both your member portal and account portal with the same login details. Your membership information, CPD records, and profile are all preserved.
Finding your CPD dashboard and log
Tip: Your CPD information is front and centre in the member portal.
How: After logging in, go to your member portal and find your CPD dashboard on the homepage with links to view your full CPD log and unclaimed CPD points.
Registering for events and courses
Tip: Event and course registration is now streamlined.
How: Find events under "What's On" and click the blue "attend" button. For courses, navigate to "Qualification & learning" and click "enrol" - your member information will be pre-filled.
Claiming CPD points
Tip: CPD points can be claimed from anywhere on the site.
How: Publications you download and events you attend automatically appear in your unclaimed CPD log. Use the "Claim CPD points" button in your log to formalise them.
Finding articles and content
Tip: Content is reorganised but still accessible.
How: Use the powerful new search function with filters for practice area and content type. Actuaries Digital content is now integrated throughout the site. Can't find something? Contact [email protected] for help.
About our launch
Why we're bringing you a new digital experience
This digital transformation directly supports our Strategic Plan 2025-2027: "Reach and Impact in the Age of AI." Our new website is more user friendly, faster and streamlined for our members and stakeholders. It makes the digital experience smoother with single sign on, easy to claim CPD points and a faster transactions process. With better search the content is easier to find and surface. The fresh modern look is closely aligned to our new brand we launched in 2023.
Our new digital home delivers significant improvements that enhance both functionality and user experience, including:
- Improved content discovery and navigation. Our powerful new search function offers advanced filtering by practice area, content type and date, making it easier to find exactly what you need. The intuitive site structure brings related content together while dynamic content carousels surface relevant resources throughout your journey. With all content now in one unified location, we've eliminated the previous separation between the main website and Actuaries Digital.
- Enhanced Member Experience. Members now have their very own separate member portal which combines various benefits across the website. Members access their CPD dashboard and CPD log, l enjoy personalised content and event recommendations based on their interests, receive new information about development programs, apply for latest volunteering opportunities and register their interest in volunteering, as well as having single sign-on across Canvas and the account portal (containing profile information and preferences). The integrated member portal consolidates essential functions in one location, wrapped in a contemporary design that responds across all devices. You'll also notice faster website speed and performance throughout.
- Streamlined Essential Transactions. In our new account portal, you’ll find membership renewals and payments are faster, event registration simpler with pre-filled member information and course enrolment now follows a streamlined process with fewer steps in all transaction workflows. The improved mobile transaction experience ensures you can complete important tasks wherever you are.
- Transformed CPD Management across the website. Claim CPD points directly on Actuaries Digital articles and receive points in your unclaimed log when you download publications across the website. Instead of one CPD Knowledge Hub, all our content across the website is integrated with CPD claiming Actuaries Digital, thought leadership, submissions, past events content, and much more. Your events will also continue to show up in your unclaimed log for later claiming. If you’re a member, make sure you log in and the publications you download will be sent to your unclaimed log in your member portal, for later claiming.
We're planning additional enhancements throughout 2025 including improved "Find a member" functionality, further search optimisation and more past Actuaries Digital articles.
Several important features will be added in subsequent updates rather than at launch:
- Enhanced "Find a member" directory – the current basic version will be replaced with a more robust solution
- Comprehensive archive access to Actuaries Digital articles – while recent content (past 2 years) is included at launch, earlier Actuaries Digital articles will be added progressively.
- Advanced search refinements – initial search functionality will be further enhanced with later roll-outs and optimisations
- New design and animation functionality
These features require additional development time to ensure they meet our quality standards. We're prioritising a stable, functional launch while working diligently on these enhancements for release throughout 2025. Each new addition / improvement will be highlighted in ‘The Bulletin’ newsletter as they become available.
Navigation and content
Help finding your way around
Actuaries Digital is now fully integrated with the main website, creating a single source for all content. You might notice articles feeding through onto various pages! You can search and filter all content by practice area, find Actuaries Digital articles from the main menu, access the most relevant content from the last 2 years, and claim CPD points directly on Actuaries Digital articles. If you click on "Research and analysis" in the main menu, you’ll find an Actuaries Digital page showcasing the most recent articles in the first column.
Previous events content is now accessible through dynamic content carousels, which contain links to slides, papers, video and audio and also send CPD points to members’ unclaimed log in the member portal. These carousels also link to filterable search results , making it straightforward to locate event materials and resources from past Institute events and conferences, and easier for you to drill down into what you want to find. You can filter by year, event type, CPD points, content type (whether it’s an audio recording, video, presentation slides or paper), practice area, author and more. You can also search for the event name specifically in ‘Tags’, or select the "Past event" tag to bring up a full list!
Professional standards and guidance are located in the “Practice hub” tab under the Professionalism section. We've improved the organisation of these resources to enhance both accessibility and relevance for your professional practice needs.
Professional development resources are now integrated throughout the website rather than confined to a single CPD Hub. Content is categorised by type and practice area, making relevant resources more accessible, while Knowledge Hub content is spread across the website to eliminate duplication while still feeding into your unclaimed CPD log.
Education, qualification and lifelong learning information is available in the “qualification & learning” tab, with clearer pathways for students, candidates and qualified actuaries seeking lifelong learning for CPD and professional development opportunities.
The volunteer opportunities can be found in the "Community and Volunteering" tab in the left-hand menu in your member portal. You can see latest volunteer listings and explore all volunteer opportunities on this page.
The website launch includes all key content. Our content for launch includes Actuaries Digital articles published after 2023, event content post-2014, and other materials. Event content pre-2014 and Actuaries Digital articles before the last two years are saved in an archive. If you’d like access to any of this content, or if there’s content you can’t find, you can contact us directly at [email protected] to request access to these resources.
Member portal and account features
Learn how to access your profile
If you’re a member, you can go to the member portal by logging in, navigating to your "logged-in sticker" in the top right main menu of the website, clicking on the 3 dots, and visiting ‘Go to member portal’ in the drop-down. Please note – the member portal is available to full members of the Institute only.
If you’re a member, you can head to the account portal in two main ways (you must be logged in):
- By clicking on ‘Edit profile’, ‘View invoices’ or ‘View cart’ in the drop-down menu from your logged in sticker in the top right main menu of the website.
- If you’re in the member portal, you can click on the 3 dots next to your member sticker in the bottom left-hand corner of the menu. You can again click on ‘Edit profile’, ‘View invoices’ or ‘View cart’ from this menu. This will bring you to your account portal.
- Across the website, you’ll also be brought to the account portal to register for an event, sign up for a course or class, visit the bookshop, log your interests and more.
On the dashboard of your member portal, you can see your CPD dashboard, access your CPD log, see your membership progress, view and cancel your upcoming events, access Canvas for your online courses, and view your volunteering log – committees and other groups you’re a part of. In the Content & Events section, you’re able to see personalised content and event recommendations based on the ‘interests’ you’ve logged in your account portal.
CPD and professional development
Maximising your professional development and personalising your experience.
Your CPD dashboard is located on the dashboard or ‘homepage’ of your member portal. You’ll be able to see a CPD chart upon accessing your portal dashboard. Your CPD chart will show you:
- How many CPD points you’ve claimed for this calendar year, or over two calendar years
- What formats you’ve claimed your CPD points in
- How many of these points are Professionalism Training points, and what formats you’ve claimed Professionalism Training points in
On the dashboard of your member portal, you’ll see two links on top of your CPD chart. "Unclaimed CPD" will take you directly to your unclaimed log, and "View CPD Log" will take you directly to your full log.
Within your CPD log, you have the ability to toggle the tabs between:
- All (shows unclaimed and claimed logs all together)
- Claimed (shows all your claimed CPD)
- Unclaimed (shows your unclaimed CPD which has automatically flowed through to your log with digital engagement, which you have the ability to claim or delete).
In your unclaimed log, you’ll see a variety of CPD items which you’ve automatically collected across digital touchpoints with the Institute. This could be by downloading a publication on the website or registering for an upcoming event or course. From here, you have the opportunity to “Claim X CPD points’ or delete the listing from your unclaimed log. If you click “Claim X CPD points”, you’ll bring up a form which allows you to edit the date completed, and/or adjust the amount of CPD points. If you confirm your claim, it will automatically appear in your Claimed CPD log. You can toggle the tabs up the top of your log to view this.
You also have the ability to move your Claimed CPD items to your Unclaimed log. If you need to edit the date or number of points claimed, you click ‘Move to unclaimed CPD log’. In your unclaimed log, you again have the opportunity to either Claim and edit the item, OR delete this item completely from your unclaimed log. Please note — deleting the item from your unclaimed log cannot be automatically undone at this stage. Please get in touch with us if you have any issues or questions.
No, your login credentials will remain the same during and after the website transition. All your CPD (Continuing Professional Development) data and student education records will automatically carry across to the new system.
Visit your CPD log. You’ll notice a "Claim manual CPD points" button towards the top of the page. By clicking this button, you’ll open a Claim CPD points form. This form will allow you to enter details about your CPD activity. After submitting this form, your CPD activity will show up in your Claimed log.
Throughout the portal, you’ll notice a “Completed other CPD eligible activity?” prompt with a “Claim external CPD points” link. By clicking on this link, you’ll open the same Claim CPD points form. After submitting this form, your CPD activity will show up in your Claimed log.
- Visit your CPD log. At the top of your log, you’ll see an ‘Export report’ link.
- By clicking on this link, you’ll be able to choose the date from to the date to. This will then open up a new tab, where you’ll be able to see your full report.
You can do this in a two ways:
- 1Visit the Content and events page in your member portal. Click on the ‘Edit your interests’ button up the top of this page. This will take you directly to the ‘interests’ section in your Profile page within the account portal.
- Log into your account portal and visit Your Profile. Scroll to the ‘Your interests’ section and log your interests here.
You can manage your communication preferences in the Account Portal under the Preferences tab in the left-hand menu. Here, you can select the types of communications you wish to receive from the Institute based on your professional interests and information needs.
The "Your profile" page in your account portal is where you enter your personal details. Here, you can also set your contact preferences. This tells us which primary email addresses, phone numbers and addresses we should use to contact you.
Events and transactions
How to register for events, enrol and renew your membership
You can register for an event by:
- Navigating to the "What’s On" tab in the main website menu. "What’s on" collates all our upcoming events. Clicking on any "All latest events" link from the carousels on this page will bring you to a list of search results, filtered by upcoming events. You can filter by Event type, Practice Area or Event host (whether it’s hosted by the Institute or is an external event).
- If you bring up search via the viewfinder icon in the main navigation menu, you can filter by "Upcoming events" here, too. This will show you a list of upcoming events you can register for. You’re able to filter by Event type, Practice Area or Event host (whether it’s hosted by the Institute or is an external event).
When you visit the event detail page, you can register by clicking "attend" via a blue button. If you’re not logged in, you’ll be prompted to log-in and you’ll arrive on the registration form in the account portal to continue with your registration. If you’re logged in, you’ll be directed immediately to the registration form in the account portal.
Navigate to the "Qualification & Learning" tab in the main menu of the website. Here, you can browse all qualification programs (and associated pages), lifelong learning like microcredentials, CPD eLearning courses, and member-only learning resources.
Each page will contain an enrol button. When you click enrol, you’ll be prompted to login (or create a new account). You’ll then be redirected to our account portal to continue with your program, class or course registration or application.
Please note that enrolment for qualification programs and microcredentials happens at various times throughout the year. Please refer to their relevant pages on the website for these enrolment dates. You can enrol for CPD eLearning courses and member-only learning resources year-round.
When it’s time to renew your membership, you’ll be able to access your new membership payment via your member portal dashboard. Under "Your membership progress", you’ll see that the "Agree to membership documentation and pay 2025-2026 membership fees" task will move to your "To do" list to be actioned.
To pay your fee, open the accordion and press the "pay fees" button. You’ll notice that by paying fees, you automatically comply with the membership terms and conditions.
Once you’ve paid your fees, this task will then move to "Done" and be automatically ticked as complete. If you open this accordion, you’ll see your paid date displayed at the bottom.
Technical support
Information on logging in and access
The new website is optimised for modern browsers including Chrome, Firefox, Safari and Edge. We recommend using the latest version of your preferred browser for the best experience with our digital platform.
If you encounter any technical issues, please contact [email protected] . Our team is ready to assist you with any questions or challenges you may experience.
When you log in for the first time, you won’t need to reset your password – please log in with your current credentials.
After you click "Log in", you’ll be directed to a log in screen. On this screen, underneath your username and email, you’ll see a "Forgot password?" link. Click this link and you’ll be prompted to enter the email address you used to sign-up. Your login credentials will be emailed to you. If you don’t remember the email you used to sign-up, please contact us at [email protected] .
If you’d like to change your password, please navigate to your account portal. On the bottom left-hand side of the menu, click the three dots next to your member sticker. From here, you’ll see two links and menu items: "Change password" and "Log out". Click "Change password". You’ll then be prompted to enter your old password and your new password.
During the initial adjustment period, you may find that some content has moved or is organised differently. If you can't locate something, try using the search function, check the main navigation categories, or contact us if you continue to have difficulties.
