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
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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.
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Events calendar
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TPR Climate Change Guidance Consultation
17 August 2021
Louise Pryor, IFoA President, will chair this free-to-view session, in which Alex Darsley, TPR, Actuarial Regulatory Policy, will be discussing the regulator’s Climate Change Guidance Consultation, which is seeking views on new guidance designed to help trustees meet tougher standards of governance in relation to climate change ri -
September 2021 - Exam Preparation Techniques Webinar
23 August 2021.
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Internal audit is often the Cinderella of the audit world. It’s a regulatory requirement for insurance companies to have an internal audit function, so why not make it as useful as possible? This session will look at how to link an internal audit plan to the risk register, and how that helps audit committees and boards to spot problems and fix them. -
Climate change is one of the greatest risks facing our world today. Addressing it will require multi-faceted solutions. Through this panel session, we will explore the different levers that can be used to meet net-zero targets including climate science and data, government engagement, and mobilising green finance.
Louise Pryor, IFoA President, will chair this free-to-view session, in which Alex Darsley, TPR, Actuarial Regulatory Policy, will be discussing the regulator’s 
Internal audit is often the Cinderella of the audit world. It’s a regulatory requirement for insurance companies to have an internal audit function, so why not make it as useful as possible? This session will look at how to link an internal audit plan to the risk register, and how that helps audit committees and boards to spot problems and fix them.
Climate change is one of the greatest risks facing our world today. Addressing it will require multi-faceted solutions. Through this panel session, we will explore the different levers that can be used to meet net-zero targets including climate science and data, government engagement, and mobilising green finance.