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).
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.
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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A Trusted Profession
This free 1 hour CPD webinar is designed to meet the IFoA’s Stage 3 Professional Skills Training under the IFoA’s CPD Scheme 2019/2020 and 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.
Modelling the structure and trends of cancer morbidity risk is important for pricing and reserving in related health insurance fields such as critical illness insurance and care provision. We model the dynamics of cancer incidence over time in different regions in England, using 1981-2016 ONS data. The modelling allows estimation of cancer rates at various age, year, gender and region levels, following a Bayesian setting to account for statistical uncertainty. Our analysis indicates significant regional variation in cancer incidence rates.
In this talk we will outline the steps Aviva took in pulling together our first large-scale disclosures on the exposure of our business to climate change published in March 2019; in line with the recommendations of the Taskforce on Climate-related Financial Disclosures. After touching on why insurers have such an important role in climate change, we'll cover a brief “how-to” guide for those who have not yet embarked on thinking about these topics before giving a case study of how the learnings from a TCFD disclosure exercise can be applied to investment portfolios.
The insurance industry currently underwrites customers with diabetes based on a range of factors, medical expertise and various medical studies. The work undertaken by the Diabetes Working Party would help the industry to approach this using current research findings to update and enhance how potential risk from diabetes is considered. This includes the need to understand the underwriting implications as treatments improve, and potentially to develop new products that are tailored to those with diabetes. This webinar will present our latest findings in the management of this important chronic condition which will include research in collaboration with the ARC.
This event is now fully booked. To join the wait list, please register here.
Get ready for the new CPD Scheme launching on 1 September. Join us for a discussion on what the new Scheme will look like in practice. There will be an opportunity to field questions to the IFoA Executive on how the Scheme’s requirements will affect you.
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.
In this webinar we will provide an insight into enterprise-wide risk management in banking, showing similarities to the world of insurance as well as identifying differences. Just as insurance companies have to submit an ORSA, so bank’s have to submit their own equivalent, the Internal Capital Adequacy Assessment Process or ICAAP.
IFoA Webinar on Examination guidance for those candidates sitting Examinations in September, delivered by the Education Actuaries
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.