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Archive of the Equitable Life Assurance Society

The Archive takes a complementary place alongside the existing special collections of key texts in actuarial science held by the libraries of the Institute and Faculty of Actuaries (IFoA)

The IFoA owns the archives of the Equitable Life Assurance Society dating from the Society's origins in 1762 through to 1950. The Archive is available for research at two locations in the City of London (subject to opening hours and respective terms of access).

Manuscripts and printed books
(including the work of Thomas Bayes, James Dodson, Richard Price and William Morgan)		 ca. 1747-1830 Access by application to  
IFoA Library, London
Archives of the Society for Equitable Assurances on Lives and Survivorships
(covering the Society's origins and tenure of actuary William Morgan, 1775-1830)		 1762-1830 Access by application to  
IFoA Library, London
Archives of the Society for Equitable Assurances on Lives and Survivorships, and of the Equitable Life Assurance Society 1830-1950 Guildhall Library: Access by application to  
London Metropolitan Archives
Archives of the Equitable Reversionary Interest Society
and of the Reversionary Interest Society		 1835-1950 Guildhall Library:
Access by application to  
London Metropolitan Archives
Historical research files and notes of Maurice Ogborn FIA for Equitable Assurances: The story of life assurance in the experience of the Equitable Life Assurance society 1762-1962 1930-1975 Access by application to  
IFoA Library, London

The IFoA seeks to preserve the Archive and to encourage research into the history of actuarial science and into the history of actuaries and their profession and practice

Formal listings of the items in the Archive are available to download:

Acknowledgement of support

The IFoA gratefully acknowledges the support of the many individuals, members and corporate groups who contributed to the purchase of the Archive in November 2006.

The names of the donors have been engraved on a commemorative plaque which was unveiled by Richard Macve, FCA Hon FIA, at the launch reception on 3 April 2007 in Staple Inn Hall.

The Equitable Life Assurance Society remains the owner of all its records dating from 1950 and is responsible for their administration. In 2007, the Reliance Mutual Insurance Society acquired the business of the University Life Assurance Society, a former subsidiary of Equitable Life, and related University Life archive records.

Related documents

Contact Details

For any library enquiries please contact:

libraries@actuaries.org.uk

We try to respond to email queries within one working day. Researcher access to historical resources may require notice in advance of visit in order to retrieve items from storage.

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Events calendar

  • IFAM event - Actuarial Teachers’ & Researchers’ Conference 2019

    Institute for Financial and Actuarial Mathematics Department of Mathematical  Sciences The University of Liverpool Mathematical Sciences Building Peach Street Liverpool, L69 7ZL
    27 June 2019 - 29 June 2019

    Spaces available

    The Institute for Financial and Actuarial Mathematics (IFAM) at the University of Liverpool is pleased to host the 2019 Actuarial Teachers’ and Researchers’ Conference from 27-28 June 2019. This annual two-day event has been running annually now for many years, each time hosted by a different university, and provides all those interested in actuarial research and education a great opportunity to share their ideas and catch up on the latest developments.

  • IFoA/ASM Joint Professional Skills Training – Kuala Lumpur

    Menara AIA, Auditorium, 99 Jalan Ampang, 50450, Kuala Lumpur
    28 June 2019

    Spaces available

    The Institute and Faculty of Actuaries (IFoA) and Actuarial Society of Malaysia (ASM) are organising a joint Professional Skills Training (PST) in Kuala Lumpur. This session is suitable for actuaries working in any area (i.e. it is not specifically aimed at Life, GI or any other technical discipline) and is interactive, so you should come along prepared to take part in the discussions.

  • SIAS: The Impact of Air Pollution on Health and Life Expectancy

    Staple Inn Hall, High Holborn, London, WC1V 7QJ
    2 July 2019

    Spaces available

    Air pollution has gained increasing attention lately. Nicola Oliver, head of longevity and mortality research for Medical Intelligence, will discuss not only the impacts of air pollution on health and life expectancy but also how as an industry we should be addressing it.

  • Webinar: Opportunities for Actuaries in Banking

    Online webinar
    10 July 2019

    Spaces available

    The actuarial profession has much to offer the world of banking. In this webinar actuaries with experience in various fields of banking will talk about the opportunities there are in banking; describing the actuarial aspects of the work they do as well as other roles within their area of banking.

  • Implications of 2019 IFRS 17 Exposure Draft

    Staple Inn Hall, High Holborn, London, WC1V 7QJ
    24 July 2019

    Towards the end of June, the International Accounting Standards Board (IASB) is expected to publish an Exposure Draft (ED) of limited changes to its insurance contracts standard IFRS 17, effective date 2022. To help IFoA members, the IFoA’s cross-practice Financial Reporting Group (FRG) is hosting an event at Staple Inn covering these developments. 

    For more information on the FRG please visit this webpage. 

  • KSS event – The Regulatory Perspective

    Deloitte Saltire Court 20 Castle Terrace Edinburgh EH1 2EG
    5 September 2019

    Spaces available

    This KSS talk, presented by the FCA Head of Department in Scotland, will focus on the following 3 main areas:

    • FCA business plan priorities
    • The future of regulation
    • FCA Engagement in Scotland

  • Sessional Research Event - Risk Margin Working Party

    Staple Inn Hall, High Holborn London, WC1V 7QJ
    9 September 2019

    Spaces available

    For life insurers in the UK, the risk margin is one of the most controversial aspects of the Solvency II regime. Following its implementation, the risk margin came under considerable criticism for being too large and too sensitive to interest rate movements. These criticisms are particularly valid for annuity business – such business is of great significance to the national system for retirement provision. This criticism has led to political interest, and the risk margin was a major element of the Treasury Committee inquiry into Solvency II.

  • GIRO Conference 2019

    EICC, The Exchange, 150 Morrison St, Edinburgh EH3 8EE
    24-26 September 2019
    Spaces available

    GIRO is attended annually by over 800 delegates and speakers who are keen to discuss key topics such as Pricing, Reserving, Modelling and the future of the insurance industry. GIRO 2018 was a huge success and we have opened bookings early for what we hope will be another brilliant conference at the EICC in Edinburgh this year. 

     

  • Life Conference 2019

    The Convention Centre Dublin, Spencer Dock, North Wall Quay, Dublin 1
    20-22 November 2019
    Spaces available

    The Life Conference is the premier event for professionals interested in life insurance.  Offering a wide range of workshops and plenary sessions it’s the perfect opportunity to discover what’s hot and current in life insurance ensuring you get up to date on the latest thinking and innovation whilst meeting and exchanging ideas with a broad range of professionals.

  • Autumn Lecture 2019, London - Rt Hon Nicky Morgan MP

    Lincoln's Inn The Treasury Office, London WC2A 3TL
    2 December 2019

    Spaces available

    The IFoA is pleased to announce that this year’s Autumn Lecture will feature the Rt Hon Nicky Morgan MP as its guest speaker.  Nicky has previously served as Financial Secretary to the Treasury and Minister for Women. She now chairs the Treasury Select Committee whose remit is to examine the expenditure, administration and policy of HM Treasury, along with all of its agencies and associated bodies.