Resources for Subject SA1 Health and Care

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.