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:
- Equitable Life Assurance Society Archive 1762-1975 – contact the IFoA London for access
- Equitable Life Assurance Society Archive 1803-1976 at Guildhall Library, London - contact London Metropolitan Archives for access
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
-
IFoA Library special collection books on Fire Insurance: reading list
20 September 2016 -
Books, manuscripts and documents dating before 1901 in the libraries of the Institute and Faculty of Actuaries
30 April 2020 -
Equitable Life Assurance Society (ELAS) Archive 1762 - 1975 at Institute of Actuaries Library, London
30 September 2007 -
Equitable Life Assurance Society (ELAS) Archive 1803 - 1976 at Guildhall Library, London
1 November 2007
Contact Details
For any library enquiries please contact:
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.
Filter or search events
Events calendar
-
Actuarial Innovation in the COVID-19 era
This event is online.26 April 2021 - 7 May 2021
Join us for this brand new IFoA webinar weries comprising of a fortnight of webinars, panel sessions and a hackathon, that showcase the range of ways in which the actuarial profession has added value, in the public interest, to the understanding and management of the current and future pandemics through insight and learning. -
This event is also repeated on Tuesday 27 April, 09.00-10.30. Please click here to register your place if Tuesday is your preferred choice.
Actuaries have a lot to offer biodiversity management over the next decade as the world develops more depth to its response to this global challenge. This sessional offers an opportunity to learn about this emergent risk, to contribute to our thinking as a profession and help us develop the next steps forward.
-
Europe Town Hall
28 April 2021
IFoA Immediate Past President John Taylor would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual Europe Town Hall, hosted by John Taylor with IFoA Council Members Alan Rae, Jennifer Hartley, Maribel Vasquez Flores and IFoA Chief Executive, Stephen Mann.
-
Mis-estimation risk is a key element of demographic risk, and past work has focused on mis-estimation risk on a run-off basis. However, this does not meet the requirements of regulatory regimes like Solvency II, which demands that capital requirements are set through the prism of a finite horizon like one year. This paper presents a value-at-risk approach to mis-estimation risk suitable for Solvency II work -
Finance & Investment Virtual Conference 2021
Available to watch globally in May.10-12 May 2021
This year's Finance and Investment Virtual Conference takes on the timely theme of ‘resilience’, something we have all learnt a lot more about in the last year! Our diverse range of talks will explore the theme of resilience in a variety of ways including in building robust investment portfolios, in the incorporation of ESG factors, in govern -
Wearables in insurance: a win-win opportunity
14 May 2021
This talk will explore the potential benefits that wearable tech can bring to health & protection insurers and their customers. The traditional approach of integrating wearables into insurance has largely focused on measuring steps and using rewards-based incentive programs to encourage more activity. -
Join us for this talk with Professor Sir Adrian Smith as part of the 'Dr Patrick Poon Presidential Speaker Series'. Professor Smith joined The Alan Turing Institute as Institute Director and Chief Executive in September 2018. In November 2020, he became President of the Royal Society, in addition to his leadership of the Turing. He is also a member of the government's AI Council, which helps boost AI growth in the UK and promote its adoption and ethical use in businesses and organisations across the country. He received a knighthood in the 2011 New Year Honours list. -
General Insurance Spring Conference 2021 webinar series
Online conference19-25 May 2021
The General Insurance (GI) Spring Conference is a result of the General Insurance Lifelong Learning Committee (GILL) combining this year’s 'Current Issues in General Insurance' (CIGI) and 'Technical Issues in General Insurance' (TIGI) conferences into a virtual webinar series over 19 – 25 May that will be available to watch online globally. -
CILA 2021
Available to watch globally in May.19-21 May 2021
We continue to live in a world of global uncertainty. Survival depends on our ability to simultaneously navigate through the diverse root-causes, ranging from: the consequences of Climate Change; on-going financial consequences of the COVID pandemic; or self-imposed changes in regulatory requirements and accounting standards. -
This is a free webinar on the consultation on changes to the Practising Certificates (PC) Scheme.
The proposals come from a recent review of the PC Scheme which was the first substantive look at the IFoA’s approach to the requirements and process for PCs since 2010. It responds directly to feedback received on how the current scheme works especially that received from members and PC Holders.
-
Pensions Conference 2021
Online webinar series16-22 June 2021
Welcome to the programme for our 2nd Virtual Pensions Conference. This year's conference features 11 webinars offering members and non-members the opportunity to get up to date content from leading experts in the pension industry. There will also be opportunity to ask questions and contribute to the discussion. -
Annual General Meeting 2021
24 June 2021Given our commitment to the safety of our members and employees, and as the easing of restrictions in respect of COVID-19 cannot be guaranteed at this point in time, we have decided to hold our AGM virtually again this year.
The Business of the AGM
-
This is a free webinar on the consultation on changes to the Practising Certificates (PC) Scheme.The proposals come from a recent review of the PC Scheme which was the first substantive look at the IFoA’s approach to the requirements and process for PCs since 2010. It responds directly to feedback received on how the current scheme works especially that received from members and PC Holders.
Join us for this brand new IFoA webinar weries comprising of a fortnight of webinars, panel sessions and a 
Mis-estimation risk is a key element of demographic risk, and past work has focused on mis-estimation risk on a run-off basis. However, this does not meet the requirements of regulatory regimes like Solvency II, which demands that capital requirements are set through the prism of a finite horizon like one year. This paper presents a value-at-risk approach to mis-estimation risk suitable for Solvency II work
This talk will explore the potential benefits that wearable tech can bring to health & protection insurers and their customers. The traditional approach of integrating wearables into insurance has largely focused on measuring steps and using rewards-based incentive programs to encourage more activity.
Join us for this talk with Professor Sir Adrian Smith as part of the 'Dr Patrick Poon Presidential Speaker Series'. Professor Smith joined The Alan Turing Institute as Institute Director and Chief Executive in September 2018. In November 2020, he became President of the Royal Society, in addition to his leadership of the Turing. He is also a member of the government's AI Council, which helps boost AI growth in the UK and promote its adoption and ethical use in businesses and organisations across the country. He received a knighthood in the 2011 New Year Honours list.
The General Insurance (GI) Spring Conference is a result of the General Insurance Lifelong Learning Committee (GILL) combining this year’s 'Current Issues in General Insurance' (CIGI) and 'Technical Issues in General Insurance' (TIGI) conferences into a virtual webinar series over 19 – 25 May that will be available to watch online globally.
Welcome to the programme for our 2nd Virtual Pensions Conference. This year's conference features 11 webinars offering members and non-members the opportunity to get up to date content from leading experts in the pension industry. There will also be opportunity to ask questions and contribute to the discussion.
This is a free webinar on the consultation on changes to the Practising Certificates (PC) Scheme.