SA4 Learning portal: articles and papers

Articles and papers

Actuarial implications of the changes in ACT rules and the corporation tax rate. Faculty and Institute of Actuaries, 1997

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.

Continuing care retirement communities - attractive to members, but what about sponsors? Humble, R. A.; Ryan, D. G. BAJ (1998) 4(3): 547-614

The effect of demographic factors and indexation on the long term financing of the state earnings-related pension scheme. Daykin, C. D.; Young, A. G. Journal of the Institute of Actuaries Students’ Society (1987) 30: 181-198

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

Investment and occupational pensions. The Profession’s initial response to the Myners Review of Institutional Investment in the United Kingdom. Faculty and Institute of Actuaries, 2001.   8 pages.

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 al. SIAS, 2003. 26 pages.

Objectives and methods of funding defined benefit pension schemes. McLeish, D. J. D.; Stewart, C. M. JIA (1987) 114: 155-225

The Occupational Pension Schemes (Minimum Funding Requirement and Actuarial Valuations) Regulations 1996. SI 1996 No 1536. Department of Social Security. HMSO, 1996. 34 pages. ISBN: 0110548523

Pension fund asset valuation and investment. Dyson, A. C. L.; Exley, J. BAJ (1995) 1(3): 471-557

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

Pension funding and expensing in the minimum funding requirement environment. Greenwood, P. M.; Keogh, T. W. BAJ (1997) 3(3): 497-582

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

The price of actuarial values. Gordon, T. J. SIAS, 1999. 35 pages.

A realistic approach to pension funding. Thornton, P. N.; Wilson, A. F. JIA (1992) 119: 229-312

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

The treatment of assets in the actuarial valuation of a pension fund. Day, J. G.; McKelvey, K. M. JIA (1964) 90: 104-147

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

The value of actuarial values. Pemberton, J. M. SIAS, 1998. 39 pages.