Library resources for IFoA exams
The new Curriculum from 2019 guides students to support resources for respective subjects as they prepare for IFoA examinations in the new syllabus. For most examination subjects, the IFoA Library offers 'Resources' pages listing suggested additional reading and references. These can complement subject syllabus study and there are also some textbooks that form core reading for examinations:
Resources for: CB1 -- CB2* || CM1 -- CM2* || CS1 -- CS2 || CP2 ||
Resources for: SP4 || SP5 || SP6* || SP7 || SP8 || SP9 ||
Resources for: SA1 || SA2 || SA3 || SA4 || SA7 (now replaces former SA5 and SA6) ||
*There are new 'core reading' textbooks for subjects CB2 (formerly CT7), CM2 (CT8) and SP6 (ST6). These and textbooks for SP9 (ST9) are available as ebooks from the IFoA eLibrary along with others as the Library Service can acquire them from ebook providers for its eLibrary platform.
After member login to the Actuarial Knowledge Hub, IFoA members and students can follow 'Access ebook' links to book titles listed on the Resources pages for each exam subjects.
Staple Inn Actuarial Society papers. The SIAS website also offers a news page for students to find these SIAS papers suggested for additional reading for SA exam subjects. Click on the exam subject to reveal SIAS papers of interest.
The Economist country reports
By licence with The Economist Intelligence Unit, the IFoA Library offers access to the latest EIU country report for the United Kingdom, France, Germany, United States, China and Japan to support students preparing the IFoA SA7 exam with background reading on recent trends. All members can access the latest country report as issued after member login first to the IFoA website, and following the links to the respective reports that will show on the 'Resources for Subject SA7 Investment and Finance Advanced' page. There is no access to archived or previous country reports so it is advised to login regularly for the latest monthly or yearly report.
IFoA eLibrary and new 'Actuarial Knowledge Hub'
The eLibrary is now available to members and affiliates who login via the IFoA website with their IFoA member credentials here. Upon login, IFoA members open the 'Actuarial Knowledge Hub', an integrated research portal. The Hub brings together several distinct sources of research in actuarial science in one search:
- The online journals and ebooks available to IFoA members;
- The valuable catalogue of over 30,000 abstracts and references from journals worldwide built up over many decades by library staff;
- The IFoA library catalogue and its 20,000 records of hard copy holdings;
- A complete index of Actuary magazine features;
- The catalogue of historic rare books collected by the Faculty and Institute since their formation and added to this day on the history and development of actuarial science;
- Thousands of relevant references from research databases across the world.
Among the journal collections available are archives of the Annals of Actuarial Science and British Actuarial Journal and also the European Actuarial Journal, the Geneva Papers on Risk and Insurance, Insurance: Mathematics and Economics, the Journal of Risk and Insurance, the North American Actuarial Journal, and the Scandinavian Actuarial Journal.
Members also have access to over 250 eBooks, from titles to support exam reading to insurance, pensions, risk management and general business books.
Upon request, the IFoA Library Service can set up individual 'Athens' accounts for non-members registered to sit the next CT3 and ST9 exams for a limited period.
To find out more contact the library service at libraries@actuaries.org.uk or access the Knowledge Hub as a guest user at http://discovery.actuaries.org.uk. to find references for research on your subject enquiry.
IFoA Library catalogue
The Library Service now offers an upgraded online library catalogue which covers all library resources and now includes historical holdings published before 1901 that can be viewed at the Library by arrangement . Members and affiliates can send a 'Request' to the IFoA Library Service to borrow selected results of those printed resources available for loan or export selected catalogue references into a reading list. Access the Library catalogue at: http://library.actuaries.org.uk
The library offers search links to new additions to its catalogue by broad subjects. Alternatively this search of the catologue new publications finds added books and ebooks published since 2017.
External study: Arrangements for IFoA students to use external university and other local library facilities
IFoA students seeking alternative library study space can apply to local university libraries for a non-university library card subject to their admissions policy. The IFoA Library can provide a letter of introduction to support your application to a university or another library facility - please contact libraries@actuaries.org.uk.
Please note that university libraries prioritise access and study spaces for their students especially during busier university exam periods.
International Actuarial Association, Actuaries Without Borders – ‘Book drive’ donation scheme
Do you have textbooks no longer used from past exam study? The IAA has a ‘Book drive’ scheme inviting those wishing to pledge book titles listed as requested by overseas universities for their actuarial courses. Financial donations to the scheme are also welcome.
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
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ARC Sessional Research Event: Drivers of Mortality - Risk Factors and Inequality
Staple Inn Hall, High Holborn, London, WC1V 7QJ6 January 2020
The authors will focus on a large dataset obtained from the UK’s Office for National Statistics (ONS) and related sources. Data are available at the level of Lower Super Output Areas (LSOAs) – small geographical areas with, typically, 1000-2000 residents and include death counts, exposures and a significant number of socio-economic variables including the index of multiple deprivation (IMD). -
SIAS Event: My Journey to Data Science, Big Data and AI
Staple Inn Hall, High Holborn, London, WC1V 7QJ7 January 2020Patrick Lee is an actuary who has made the transition to working in software architecture and artificial intelligence (AI). He holds Microsoft Professional qualifications in Data Science, Big Data and AI and is currently working towards a DevOps (the automation of software testing and deployment) qualification. He is a member of the IFoA Council and is also President of the Wessex Actuarial Society. He is also a member of the IFoA and the RSS's joint Data Science Focus Group and will talk on the ethical use of AI.
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NED Event: Actuaries as iNEDs of Investment Fund Boards / Investment Governance Committees and Value
Staple Inn Hall High Holborn London WC1V 7QJ9 January 2020
This IFoA event for NEDs explores what skills and experience are required to undertake non-executive roles, e.g. as independent NEDs on fund boards or members of IGCs. The event will be chaired by Brandon Horwitz, an actuary who is a consultant and who has held various investment governance roles and who specialises in investment governance as well as being an iNED. -
NoCA event - The Matching Adjustment Calculation
N/A10 January 2020This presentation covers the detail for how the matching adjustment is calculated. A small simple example spreadsheet is provided and discussed in detail.
For actuaries wanting to get more involved with the matching adjustment, this is the opportunity to get a detailed description of the mechanics involved. This includes cashflows derisking, PRA tests as well as hypothecation.
The presentation is provided by James Sharpe who has worked on a number of matching adjustment calculations with several firms.
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IFoA Volunteer Recognition Reception
Staple Inn, 4 High Holborn, Holborn, London WC1V 6DR, UK15 January 2020As a thank you to all our Institute and Faculty of Actuaries (IFoA) volunteers, you are invited to join us at Staple Inn Hall, for an evening of drinks, canapes and networking, in London.
IFoA President, John Taylor, will be attending and will make a speech
If you support the IFoA as a volunteer (member or non-member), or in any other role, and you are going to be in London on 15 January, please book your place and join us at this reception.
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Professional Skills Training - London (16 January 2020)
Staple Inn, High Holborn, London WC1V 7QJ16 January 2020This event is now fully booked. To join the waiting list please click here.
A Trusted Profession
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Sessional Meeting - Operational Risk Dependencies
Royal College of Physicians of Edinburgh 9 Queen St Edinburgh EH2 1JQ20 January 2020The Operational Risk Working Party aims to assist actuaries and others in the modelling and management of operational risk. One of the key challenges in modelling operational risk is the modelling of dependencies between operational risks, and between operational and non-operational risks such as market, credit and insurance risk. -
Professional Skills Training - Edinburgh (23 January 2020)
IFoA (Edinburgh), Level 2, Exchange Crescent 7 Conference Square Edinburgh EH3 8RA23 January 2020This event is now fully booked. To join the waiting list please click here.
A Trusted Profession
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KSS event in Glasgow: Public Sector Pensions
Hymans Robertson, Glasgow 20 Waterloo St, Glasgow30 January 2020– the unappreciated key assumption, the resulting unsustainable promises, the unmanaged risk and the unrecognised debt?
Speaker: Allan Martin will present this talk on 30 January in Glasgow, Stirling and Edinburgh. If you wish to register for another location please return to the Events Calendar.
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KSS event in Stirling: Public Sector Pensions
M&G Prudential, Stirling Craigforth Campus, Stirling30 January 2020– the unappreciated key assumption, the resulting unsustainable promises, the unmanaged risk and the unrecognised debt?
Speaker: Allan Martin will present this talk on 30 January in Glasgow, Stirling and Edinburgh. If you wish to register for another location please return to the Events Calendar.
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KSS event in Edinburgh: Public Sector Pensions
Hymans Robertson 1, Exchange Place, Semple St, Edinburgh30 January 2020– the unappreciated key assumption, the resulting unsustainable promises, the unmanaged risk and the unrecognised debt?
Speaker: Allan Martin will present this talk on 30 January in Glasgow, Stirling and Edinburgh. If you wish to register for another location please return to the Events Calendar.
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The Great Risk Transfer – Breakfast briefing and launch event
Staple Inn Hall, High Holborn London WC1V 7QJ31 January 2020Launch of the IFoA’s 2020 thought leadership campaign The Great Risk Transfer. The campaign will examine the trend of the transfer of risk from institutions to individuals, and how people can be better equipped to manage the financial risks they now face. At this breakfast event the IFoA will launch a call for evidence on this topic.
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NoCA event - The UN’s Sustainable Development Goals: The role of actuaries
N/A31 January 2020Presenters: Rebecca Deegan, Head of Policy, IFoA, and Faye Alessandrello, Policy Manager, IFoA
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Professional Skills Training - London (11 February 2020)
Staple Inn, High Holborn, London WC1V 7QJ11 February 2020A Trusted Profession
A 2 hour CPD event designed to meet the IFoA’s Stage 3 Professional Skills Training under the IFoA’s CPD Scheme 2019/2020. This session is suitable for actuaries working in any area (i.e. it is not specifically aimed at Pensions, GI or any other technical discipline) and is interactive, so you should come along prepared to take part in the discussions.
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Sessional: Impact of E-cigarettes Working Party
Royal College of Physicians, 9 Queen St, Edinburgh EH2 1JQ24 February 2020This sessional meeting will be of direct interest to actuaries and others working in the in the Health and Care, Life or Pensions sectors or indeed actuaries with an interest in morbidity or mortality. Note: Registration is from 17.30 in time for the sessional to begin at 18.00. -
Professional Skills Training - Edinburgh (25 February 2020)
IFoA (Edinburgh), Level 2, Exchange Crescent 7 Conference Square Edinburgh EH3 8RA25 February 2020A Trusted Profession
A 2 hour CPD event designed to meet the IFoA’s Stage 3 Professional Skills Training under the IFoA’s CPD Scheme 2019/2020. This session is suitable for actuaries working in any area (i.e. it is not specifically aimed at Pensions, GI or any other technical discipline) and is interactive, so you should come along prepared to take part in the discussions.
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NoCA event - Model Risk
N/A28 February 2020Presenter: Mark Pibworth
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KSS event: Evolutionary finance – techniques for solving financial problems (repeat session)
Royal London, 1 Thistle Street10 March 2020Speaker: Dr Marc Roper
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Data science - How actuaries can optimize usage of data science techniques within their sectors
Staple Inn, 4 High Holborn, Holborn, London. WC1V 6DR12 March 2020The world of Data Science continues to exponentially grow with unknown limits and where it can reach. However, without data we will all still face these challenges in our day to day life. -
What does this mean for Actuaries serving as NEDs and Trustees? These areas are likely to provide ne
Staple Inn, 4 High Holborn, Holborn, London. WC1V 6DR, UK19 March 2020Recent years have seen ESG, Climate Change, and Responsible Investing thrust onto the corporate agenda in every boardroom. The same also be said for pension funds. Expectations of how companies should respond are high and NEDs on Boards are expected to adapt and adjust their guidance to companies accordingly. What does this mean for Actuaries serving as NEDs and Trustees? -
Spring Lecture 2020, Edinburgh - Vicky Pryce
Assembly Rooms, 54 George St, Edinburgh EH2 2LR25 March 2020What next in Economic Policy? Please join us on 25 March 2020 for our annual Spring Lecture presented by Vicky Pryce in Edinburgh.
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NoCA event - Intergenerational Fairness: Thinking long-term
N/A27 March 2020Presented By: Rebecca Deegan, Head of Policy, IFoA, and Catherine Burtle, Senior Policy Analyst, IFoA
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IFoA Asia Conference 2020, Kuala Lumpur
CCEC Nexus, 7, Jalan Kerinchi, Bangsar South, 59200 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia24-25 June 2020The sixth annual Asia Conference once again offers a prestigious line-up of home and international speakers discussing the insurance and financial industry’s innovation and change in Asia. This year's conference in Kuala Lumpur will be hosted by Tan Suee Chieh, IFoA’s first Asian President. He will also make his Presidential address at this conference and will expand on the important elements of IFoA’s new strategy. Additionally, this landmark conference will showcase how the IFoA is reinventing itself to support its members to succeed and thrive in a digital age, within traditional businesses and beyond, as a global organisation.
Not to be missed by international industry players, opinion formers, academic and industry leaders, actuaries and non-actuaries.
The authors will focus on a large dataset obtained from the UK’s Office for National Statistics (ONS) and related sources. Data are available at the level of Lower Super Output Areas (LSOAs) – small geographical areas with, typically, 1000-2000 residents and include death counts, exposures and a significant number of socio-economic variables including the index of multiple deprivation (IMD).
This IFoA event for NEDs explores what skills and experience are required to undertake non-executive roles, e.g. as independent NEDs on fund boards or members of IGCs. The event will be chaired by Brandon Horwitz, an actuary who is a consultant and who has held various investment governance roles and who specialises in investment governance as well as being an iNED.