Please see Selected books and papers on actuarial history and pioneers for a fuller list of books and papers on these topics. The articles below appear in Journal of the Institute of Actuaries (JIA), Transactions of the Faculty of Actuaries (TFA), British Actuarial Journal (BAJ) and Annals of Actuarial Science (AAS).
Actuarial pioneers and actuaries:
- Heywood, G. (1999). Francis Baily: another astronomer and actuary. BAJ (1999) 5: 269-271. (DOI link to BAJ article on Cambridge Journals - access via member login or through Athens portal)
- De Morgan, A. (1868). Some account of James Dodson, F.R.S. JIA 14: 341-364
- Hooker, P.F. (1965). Benjamin Gompertz, 1779-1865. JIA (1965) 91: 203-212.
- Glass, D.V. (1950). John Graunt's life table. JIA 76: 60-64.
- Renn, D.F. (1962). John Graunt: citizen of London. JIA 88: 367-369.
- [Graunt, J.]; Benjamin, B., foreword]. (1964). John Graunt's 'Observations'. JIA 90: 1-61.
- Heywood, G. (1985). Edmond Halley: astronomer and actuary. JIA (1985) 112: 279-301.
- Daw, R.H. (1980). Johann Heinrich Lambert (1728-1777). JIA (1980) 107: 345-363.
- Elderton, W.P. (1931). William Morgan, F.R.S, 1750-1833. TFA 14: 1-20.
- Ogborn, M.E. (1957). Some family connexions of William Morgan, F.R.S. (1750-1833). JIA 83: 300-301.
- Anderson, J.G. (1945). William Morgan and X-rays. TFA 17: 219-221.
- Ogborn, M.E. and Storr-Best, R.H. (1959). Arthur Morgan's mortality experience. JIA 85: 300-309.
- Elderton, W.P. (1933). William Morgan F.R.S., 1750-1833. JIA 64: 364-365. (Facsimile of William Morgan's work for the Society for Equitable Assurances).
The 'Actuary', actuarial profession and work
- Young, T.E. (1898). The nature and history of actuarial work as exemplifying the mode of development and the methods of science. JIA 33: 97-131.Appendix: Title of Actuary.
- Ogborn, M.E. (1956). The professional name of actuary. JIA 82: 233-246
- Dow, J.B. (1971-1973). Early actuarial work in eighteenth-century Scotland. TFA 33: 193-229.
- Lewin, C.G., Evans, J.V., Goodare, K.J., Packer, L.J. (1989). Calculating devices and actuarial work. JIA 116: 215-287.
- Daykin, C.D. (1992). The developing role of the Government Actuary's Department in the supervision of insurance. JIA 119: 313-343.
Demography, mortality and life tables
- Hendriks, F. (1848-1851). Memoir of the early history of auxiliary tables for the computation of life contingencies. JIA 1: 1-20.
- Deuchar, J.J.W. (1882). A sketch of the history of the science of life contingencies, with special reference to the origin and construction of mortality tables. Transactions of the Insurance and Actuarial Society of Glasgow,1st Series, 3: 35-71.
- Daw, R.H. (1979). Smallpox and the double decrement table: a piece of actuarial prehistory. JIA 106: 299-318.
- Seal, H.L. (1980). Early uses of Graunt's life table. JIA 107: 507-511.
Finance, interest and annuities (early evidence of mathematics addressing life contingencies)
- Hendriks, F. (1851-1853). Contributions to the history of insurance, and of the theory of life contingencies, with a restoration of the grand pensionary De Wit's 'Treatise of life annuities'. Part I. JIA (1851-1853) 2: 121-150; Part II. JIA (1851-1853) 2: 222-258; Part III. JIA (1851-1853) 3: 93-120.
- Lewin, C.G. (1970). An early book on compound interest. JIA 96: 121-132. [Richard Witt's 'Arithmeticall Questions']
- Lewin, C.G. (1981). Compound interest in the seventeenth century. JIA 108: 422-442.
(History of) Insurance, life insurance and reinsurance
- Hendriks, F. (1853-1854). On the first Parliamentary Committee of Insurance, with remarks illustrative of other facts connected with the history of insurance. Part I. JIA 4: 58-60; Part II. JIA 4: 119-131; Part III. JIA 4: 300-359.
- Hendriks, F. (1862). Notes on the early history of tontines. JIA 10: 205-219.
- Walford, C. (1884-1887). History of life assurance in the United Kingdom. Part I. JIA 25: 114-133; Part II. JIA 25: 207-216; Part III. JIA 25: 257-271; Part IV. JIA 25: 433-437; Part V. JIA 26: 1-24; Part VI. JIA 26: 120-132; Part VII. JIA 26: 302-315; Part VIII. JIA 26: 436-465
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Asia Conference Webinar Series
Webinars7 September 2020 - 25 September 2020
There will be a prestigious line-up of international speakers discussing the insurance and financial industry’s innovation and change in Asia. The conference will take place throughout September via an online platform. The webinars consist of plenary speaking sessions and a series of workshop sessions including Life, GI, Data Science, Sustainability, Risk Management and Investment.This will be the perfect opportunity for you to discover,ask questions and be at the forefront of current and developing actuarial/financial topics and trends in Asia.
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Personal and Professional Lifelong Learning – Supporting CPD Co-ordinators and Others
Webinar23 September 2020
This free 90 minute webinar is designed to support the IFoA CPD Co-ordinators, and others, involved in supporting our members to achieve their CPD requirements. The programme will include an overview of the new CPD Scheme; specifically sharing with you key messages to support you implement and embrace the new CPD Scheme for our members within your organisation and regional community; how to arrange a reflective practice discussion; and an interactive reflective practice discussion learning exercise. In addition, delegates will gain information about accessing, and making the most of the IFoA event Toolkits which you can make use of to run your own in-house events and events for regional communities.
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Asia Conference Webinar: Actuary’s Impact through Lifestyle Products
Webinar23 September 202012.00-13.00 GMT+8
“Lifestyle Product” being the key to make insurance a daily necessity rather than a luxury, by having high engagement and interaction with the consumers through:
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Asia Conference Webinar: The Role of Data Science in Customer-centric Insurance
Webinar23 September 202016.00-17.00 GMT+8
Consumer expectations are changing Insurance. The Royal Commission in Australia, Design Obligations in the UK, the insurtech ecosystem, and digital-first consumers demanding personalised solutions will all revolutionise how insurance looks like in the future.
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Asia Conference Webinar: Ageing/Mortality Panel Session
Webinar24 September 202012.00-13.00 GMT+8
This presenter / panel workshop hybrid will be anchored by two presentations examining the socioeconomic, medical and technological factors that will have a significant impact on mortality and our pricing over the next 20 years and beyond. It will also discuss whether significant mortality improvement will continue in Asia or whether varying experience of low improvements or deterioration.
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Asia Conference Webinar: Liability Aware Investment Solutions
Webinar24 September 202016.00-17.00 (GMT+8) | 09.00-10.00 (BST)
This presentation explores some liability-aware investment solutions to address local regulatory changes faced by insurance companies in Asia.
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Asia Conference:The C-Ross Phase II and its Potential Impact on Chinese Market
Webinar25 September 202012.00-13.00 GMT+8
This presentation aims to provides an overview of the reformation of current Chinese regulatory solvency regime, how industry coping with the new normal after pandemic time and how the reformation of the regulation could help the insurance industry gets back on its feet as well as coming back to the “protection” core value for the policyholders. The presentation would include:
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Asia Conference:Changes of China’s 2nd set Standardized CI definitions and Mortality Table
Webinar25 September 202016.00-17.00 (GMT+8) | 09.00-10.00 (BST)
The basic data of China’s 2nd Critical Illness Mortality Table covers 2000+ products in Chinese market, including about 340 million insurance policies and 5.1 million claimants. Presenter will give the audience a general understanding including but not limited to the following contents:
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F&I Webinar: Disrupting the investment management industry using AI
Webinar30 September 2020
What are the advantages of using artificial intelligence (AI) in investing? What are the differences between traditional quant and AI? This new webinar discusses challenges and the future of AI in the investment sector.
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Sessional Event: The IFRS 17 Contractual Service Margin: A Life Insurance Perspective
Webinar5 October 2020
Delivered by the IFRS 17 Contractual Service Margin working party. -
Why Certified Actuarial Analysts add value to employers, including both insurers and consultancies
Webinar6 October 2020The Certified Actuarial Analyst (CAA) qualification has rapidly established itself as adding real value, to insurers and consultancies, and to the clients of consultancies, around the World. CAAs work alongside actuaries and actuarial students, as well as other financial services professionals, in an increasingly broad range of roles and fields. -
Why Certified Actuarial Analysts add value to employers
Webinar6 October 2020This session is a repeat of the one earlier today at 09:30 -
Autumn Lecture 2020: Professor Elroy Dimson
Online webinar14 October 2020
Many individuals and institutions have a long-term focus, and invest funds for the benefit of future generations. Their strategy should reflect their long horizon. University endowments are one of the oldest classes of institutional investor, and I will present the first study of the management of these endowments over the very long term. -
GIRO Conference 2020 Webinar Series
Available to watch globally in November.02-13 November 2020
This year's GIRO has been re-designed as a virtual conference to offer members and non-members the opportunity to get up to date content from leading experts in the general insurance field via online webinars. All sessions will be recorded and made available to purchase and re-watch post-event on the IFoA's GI Online Learning Resource area.
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Autumn Pensions Webinar: Cash is King - What next for CDI?
Webinar4 December 2020
Cash-flow driven investing is a game-changer for DB pension funds navigating their end-game. Suitable for sponsors who want to reduce risks on their balance sheets. And for trustees, it shifts the focus to providing greater certainty of returns, managing funding level volatility and ensuring they have enough income to pay cash-flow requirements. -
Autumn Pensions Webinar: Impact of Dividends
Webinar8 December 2020The talk will provide an understanding of the priorities and relationships between deficit reduction contributions, in the context of wider scheme funding, and different types of value outflow from the employer based on the working party’s recently published report.
There will be a prestigious line-up of international speakers discussing the insurance and financial industry’s innovation and change in Asia. The conference will take place throughout September via an online platform. The webinars consist of plenary speaking sessions and a series of workshop sessions including Life, GI, Data Science, Sustainability, Risk Management and Investment.
This free 90 minute webinar is designed to support the IFoA CPD Co-ordinators, and others, involved in supporting our members to achieve their CPD requirements. 
Delivered by the IFRS 17 Contractual Service Margin working party.
Many individuals and institutions have a long-term focus, and invest funds for the benefit of future generations. Their strategy should reflect their long horizon. University endowments are one of the oldest classes of institutional investor, and I will present the first study of the management of these endowments over the very long term.
Cash-flow driven investing is a game-changer for DB pension funds navigating their end-game. Suitable for sponsors who want to reduce risks on their balance sheets. And for trustees, it shifts the focus to providing greater certainty of returns, managing funding level volatility and ensuring they have enough income to pay cash-flow requirements.