SA4 Learning portal: articles and papers

Books

Good governance for pension schemes. Thornton, P; Fleming, D. 2011 (Borrow from libraries)

Articles and papers

Actuaries, pension funds and investment. Arthur, T. G.; Randall, P. A. JIA (1990) 117: 1-49

A central discontinuance fund for pension schemes. Black, J. M.; Booth, G.; Cooper, D. R. et al. SIAS, 1999. 34 pages.

Extending retirement choices. Retirement income options for modern needs. Retirement Choices Working Party. Faculty and Institute of Actuaries, 2001. 39 pages.

The financial theory of defined benefit pension schemes. Exley, J.; Mehta, S. J. B.; Smith, A. D. BAJ (1997) 3(4): 835-966

Guidance for trustees. The Pensions Regulator, 2007

Liability driven benchmarks for UK defined benefit pension schemes. Chambers, A. J.; Barnes, A. E.; Barnes, M. et al. 2005 Finance & Investment Conference. 56 pages

Longevity in the 21st century. Willets, R C; Gallop, A P; Leandro, P A et al. BAJ (2004) 10(4) 685-832 and 878-898.  148 pages

Matching and portfolio selection: Part 1 and Part 2. Wise, A. J. JIA (1987) 114: 113-133 and 551-568

The matching of assets to liabilities. Wise, A. J. JIA (1984) 111: 445-501

A note on pension scheme design issues. Faculty of Actuaries Pensions Research Group, 2002. 10 pages.

Note on the relationship between pension assets and liabilities. Speed, C. A.; Bowie, D. C.; Exley, J. et alSIAS, 2003. 26 pages.

Pension fund valuations and market values. Head, S. J.; Adkins, D. R.; Cairns, A. J. G.et al. BAJ (2000) 6(1): 55-141

Pensions and low inflation. Meredith, P. M. C.; Horsfall, N. P.; Harrison, J. M. et al. BAJ (2000) 6(3): 547-619

Pensions and the ageing population. Jollans, A. SIAS, 1997. 34 pages.

Pensions, funding and risk. Chapman, R. J.; Gordon, T. J.; Speed, C. A. BAJ (2001) 7(4): 605-686

Reinventing annuities. Wadsworth, M. J.; Findlater, A. J. M.; Boardman, T. V. SIAS, 2001. 77 pages.

Risk budgeting in pension investment. Urwin, R. C.; Breban, S. J.; Hodgson, T. M. et al. BAJ (2001) 7(3): 319-364

The role and responsibilities of actuaries in the defined contribution environment in the United Kingdom. Stocker, M. A.; Dudley, S. D.; Finlay, G. E. et al. BAJ (1999) 5(4): 763-800

The role of high yield corporate debt in pension schemes. Sweeting, P. J. SIAS, 2002. 54 pages.

The role of your actuary in your pension scheme. Faculty and Institute of Actuaries, 2003. 16 pages

Sponsor Covenant Working Party Final Report – Allowing for the Sponsor Covenant in Actuarial Advice. Sponsor Covenant Working Party, November 2005. 40 pages

Submission on the relationship between pension assets and liabilities. Hill, J. SIAS, 2003. 6 pages.

Transfer value payments between occupational pension schemes. Pomery, M. A.; Jones, M. J. 56 pages. Journal of the Institute of Actuaries Students’ Society (1978) 22: 161-216

A users guide to FRS 17. Atherton, J. E. SIAS, 2001. 28 pages.