Students may find it useful to consult some of the suggested reading listed in Unit 18 of the SA1 Core Reading to obtain a wider appreciation or different viewpoint when studying a particular topic.
However, students are not expected to have read all of the items on the list or to have gained a detailed knowledge of any particular topic additional to that contained in the Core Reading. Equally, students may use other sources of information to enhance their wider understanding, such as:
- The financial press and weekend supplements
- The trade press, particularly those that specialise in health and care
- Publications and websites of reinsurers and actuarial consultancies
- Information on the websites of bodies such as the ABI, PRA and FSA
- Papers from the Institute and Faculty of Actuaries and the Staple Inn Actuarial Society (see also below)
- Continuous Mortality Investigation bulletins
- Presentations made at recent Health and Care Conferences
- Health related presentations made at recent conventions for younger members or for other practice areas (e.g. Life, General Insurance)
- Health Seminars arranged by the Institute and Faculty of Actuaries
- Other recommended references on the Health and Care Practice Area of the Institute and Faculty of Actuaries website
Staple Inn Actuarial Society papers
The SIAS website also offers its route to the 'SA1' papers listed below here.
- The comparative effects on UK public expenditure of implementing long-term care systems as practised in Japan, Germany and Sweden. Karlsson, Martin; Mayhew, Les; Plumb, Robert H; Rickayzen, Ben D (2004)
- The chronic disease burden - an analysis of health risks and health care usage. (2005) Alder, Joanne; Mayhew, Les; Moody, Simon; Morris, Richard; Shah, Rajeev
- Exploring the critical path. (2006) Robjohns, Neil; Galloway, Hamish; Morris, Richard; Reid, Scott K; Wells, Joanne C
- Long-term care insurance: a guide to product design and pricing. (1998) Dullaway, David; Elliott, Sue
- Pensions and healthcare for an ageing population. (2011) Jollans, Alastair
- Demystifying the risk margin: theory, practice and regulation. Brown, A. (2012)
- Extending the critical path: a report from the critical illness Definitions and Geographical Variations Working Party. Banthorpe, P. et al. (2013)
- The ECJ Gender Directive ruling - one year on. Texier, L; Bhudia, R. (2014)
Institute and Faculty of Actuaries papers
Title links are to papers on the IFoA website, as first presented to IFoA sessional research meetings. Their British Actuarial Journal (BAJ) references have 'DOI' permanent links to the BAJ article. Members can access these after member login to Cambridge Core via the IFoA website or the Athens portal - please contact Library Services for an Athens account.
- Adverse selection in a start-up long term care insurance market. (sessional research paper, 2014) - Adams, C. et al. (2014). (added for SA1 Core Reading 2016)
BAJ (2015) 20(2). (DOI: https://doi.org/10.1017/S1357321714000270)
- Disease management programmes for major depression: making the financial case. (sessional research paper, 2009) - Buckle, J.
BAJ (2009) 15(3): 679-725. (DOI: https://doi.org/10.1017/S1357321700005766)
- Enterprise Risk Management for health insurance from an actuarial perspective. (sessional research paper, 2010) - Orros, G.; Smith, J.
BAJ (2012) 17(2): 259-314. (DOI: https://doi.org/10.1017/S1357321712000062)
- Long-term care - a review of global funding models. (sessional research paper, 2012) - Elliott, S et al.
BAJ (2014) 19(1): 259-314. (DOI: https://doi.org/10.1017/S1357321713000172)
- Long-term care - a review of global funding models. (sessional research paper, 2014).
BAJ (2015) 20(1): 167-208. (DOI: https://doi.org/10.1017/S1357321714000300)
- Model risk: daring to open up the black box. (sessional research paper, 2015) - Morjaria, N. et al.; Model Risk Working Party.
BAJ (2015) 21(2): 229-296. (DOI: https://doi.org/10.1017/S1357321715000276)
For research currently being undertaken by working parties please got to Research Projects (Apply search filter ‘Health and care’ for relevant papers).
Books
The IFoA Library has these recent books available for members to borrow or access via the IFoA eLibrary:
- Actuarial aspects of long term care. Dupourqué, E; Planchet, F and Sator, N. (editors). Heidelberg: Springer, 2019. ISBN 9783319122342.
(Borrow from libraries | Access eBook after member login to Actuarial Knowledge Hub via Athens*) - Health insurance: basic actuarial models. Pitacco, E. Heidelberg: Springer, 2015. ISBN 9783319122342.
(Borrow from libraries) - Individual health insurance. 2nd ed. Leida, H.K.; Bluhm, W.F. (2015). Winsted CT: ActEx, 2015. ISBN 9781625424846. (referenced in SA1 Core Reading, Unit 18)
(Borrow from libraries)
* IFoA Members and Affiliates can login with their IFoA member credentials via Athens to the IFoA Actuarial Knowledge Hub to search for and access ebook titles.
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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Presidential Speaker Series - The New Long Life
Webinar26 January 2021Drawing from his most recent book “The New Long Life” and his longevity research Andrew J Scott will outline how longer lives and new technologies will fundamentally reshape how we structure our lives and transform the economy. As well as looking at the agenda this will set governments and corporates he will focus on the implications for you and how you prepare your future career.
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Pensions: Actuarial Factors used to Calculate Benefits in UK Pension Schemes
Webinar28 January 2021The IFoA’s Actuarial Review Team has published its first thematic review, which looked at the actuarial advice given by scheme actuaries to UK pension scheme trustees on setting transfer values and commutation rates.
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India Town Hall
Webinar28 January 2021IFoA Immediate Past President John Taylor would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual India Town Hall 2021, hosted by John Taylor with IFoA Council Member Mahidhara Davangere and IFoA Chief Executive, Stephen Mann.
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Winter Thought Leadership Lecture with Vicky Pryce
Webinar3 February 2021What are the options for the world economy looking ahead?
In this Thought Leadership Lecture, Economist, Vicky Pryce, will be discussing world economic trends, including the differences in geographical performance and how output is recovering and where.
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Professional Skills Training Webinar - 9 February 2021
Webinar9 February 2021Trust and Leadership for Actuaries
Led by Dr. Jim Baxter, University of Leeds, this webinar introduces some key ideas in the ethics of trust, with a particular focus on those in, or on the path to, leadership roles. Dr Baxter is joined by a panel of experienced leaders who will give their personal perspectives on how they understand the value of trust and how they seek to promote and inspire trust, drawing on their experiences of leadership. The panel includes:
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Health and Care Hot Topics webinar
Online webinar10 February 2021In this webinar, we have two presentations showing the latest research on the implications for life and health insurers of two key issues: genomics and pandemic risk.
Dr Peter Joshi and Paul Timmers will share their research on how well-established underwriting processes can allow for genomics in predicting expected mortality and morbidity. They will then discuss the potential for stratified screening and personalised medicine to improve health and reduce claim costs.
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As the world’s attention begins to turn to COP26 later this year in Glasgow, Sarah Gordon (Chief Executive, Impact Investing Institute) will share her vision for how the financial services industry can deliver for people and the planet, as well as how to encourage more investment with the intention to generate positive, measurable social and environmental impact alongside a financial return.
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Sub-Saharan Africa Town Hall
26 February 2021IFoA Immediate Past President John Taylor would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual SSA Town Hall 2021, hosted by John Taylor with IFoA Council Members Mukami Njeru, Prosper Matiashe and IFoA Chief Executive, Stephen Mann.
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MENAP Town Hall
2 March 2021IFoA Immediate Past President John Taylor would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual MENAP Town Hall 2021, hosted by John Taylor and IFoA Chief Executive, Stephen Mann.