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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Behavioural Science Series with Keith Grint - Wicked Problems, Clumsy Solutions and Leading Change
19 April 2021Wicked Problems, Clumsy Solutions and Leading Change
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Dr Catherine Donnelly will present the basics of the structures for pooling longevity risks and summarise recent research results in this area in addition to outlinging future research around this topic. This is work under a research programme funded by the IFoA's Actuarial Research Centre, called 'Minimizing longevity and investment risk while optimising future pension plans'.
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Professional Skills Training Webinar - 21 April 2021
21 April 2021Climate-Related Risk - This free to view webinar on Climate-Related Risk is the first in a series focusing on some of the ‘Hotspots’ identified in the JFAR Risk Perspective bringing the Risk Perspective to life with practical illustrations and insights from subject experts from the IFoA and other Regulators
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Recent decades have seen institutions, such as employers and financial services, give people more choice and flexibility, but these freedoms have come with more responsibilities. Individuals are now responsible for managing more of their own financial risks, from ensuring they put enough money into their pension to securing affordable protection to be financially resilient.
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Actuarial Innovation in the COVID-19 era
This event is online.26 April 2021 - 7 May 2021Join 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.
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This event is now temporarily closed on Monday 26 April, but the session will be repeated on Tuesday 27 April, 09.00-10.30. Please click here to register your place.
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.
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Western Europe Town Hall
28 April 2021IFoA Immediate Past President John Taylor would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual Western Europe Town Hall, hosted by John Taylor with IFoA Council Members Alan Rae, Jennifer Hartley, Maribel Vasquez Flores and IFoA Chief Executive, Stephen Mann.
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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
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Finance & Investment Virtual Conference 2021
Available to watch globally in May.10-12 May 2021This 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
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Central and Eastern Europe Town Hall
14 May 2021IFoA Immediate Past President John Taylor would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual Central and Eastern Europe Town Hall, hosted by John Taylor and IFoA Chief Executive, Stephen Mann.
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Wearables in insurance: a win-win opportunity
14 May 2021This 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.
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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.
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CILA 2021
Available to watch globally in May.19-21 May 2021We 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.