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Resources for Subject SA2 - Life Insurance

Students may find it useful to consult some of the suggested reading listed in Unit 16 of the SA2 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 and trade press, including The Actuary magazine
  • bulletins and other publications from reinsurers and consultancies
  • other papers from the Institute and Faculty of Actuaries and the Staple Inn Actuarial Society (SIAS)
  • Continuous Mortality Investigation bulletins
  • presentations made at recent Life conferences or other life insurance seminars
  • other recommended references on the Life Practice Area of the site.

Actuarial Standards

The Institute and Faculty of Actuaries is responsible for the setting of ethical actuarial standards. The Financial Reporting Council (FRC) is responsible for the setting of technical actuarial standards.

  • Technical actuarial standards can be found on the FRC's website
  • Other professional guidance material can be found on the Regulation pages of the Institute and Faculty of Actuaries website

Articles and papers

These article and paper references from Unit 16 of SA2 Core Reading 2019 are listed by year for each unit within SA2 to which they are most applicable. However, some reading material may be relevant to more than one Unit while one paper listed at the end under 'Wider reading'  is not obviously applicable to any specific Unit.

Title links are to papers first presented to IFoA sessional research meetings or to Staple Inn Actuarial Society (SIAS) papers. Papers subsequently published in British Actuarial Journal (BAJ) have their permanent 'DOI' links to the BAJ, published by Cambridge Core. Members can access these articles without charge following login to the IFoA website or to the Athens portal for online resources - please contact for an Athens account.


Units 2 and 3 – specific products and general business environment

Units 4 and 6 – UK legislation and regulatory environment

Units 7 to 11 – regulation, valuation and capital management

Unit 11 - Professional guidance [Unit 11 in SA2 Core Reading 2019]

Unit 12 – Treating customers fairly

Unit 13 – Risk management and controls

Unit 14 – Management of with profits business

Unit 15 – Contract design and pricing

Wider reading

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.

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Events calendar

  • Asia Conference 2021 webinar series

    Online webinar series
    26 July 2021 - 30 July 2021
    Spaces available

    We have made it through 2020 but the COVID-19 crisis continues to have a significant impact on individuals, societies, businesses and the wider economy across the globe. Navigating the world post COVID-19 in an uncertain and highly unstable time brings along many uncertainties, challenges and exciting opportunities. Hence the theme of this year’s IFoA Asia Conference Webinar Series is “Risk. Adapt. Thrive.”

  • CMI Income Protection

    30 July 2021

    Spaces available

    In April 2021, the CMI Income Protection Committee published Working Paper 149, which detailed the changes to analysis methodology for the Income Protection Investigation and the impact of past data issues. This webinar will provide an overview of the changes in the analysis approach and discuss the adjustments to the IP11 claim inceptions graduations.

  • Spaces available

    Louise Pryor, IFoA President, will chair this free-to-view session, in which Alex Darsley, TPR, Actuarial Regulatory Policy, will be discussing the regulator’s Climate Change Guidance Consultation, which is seeking views on new guidance designed to help trustees meet tougher standards of governance in relation to climate change ri

  • Spaces available

    Risk Management Webinar ProgrammeInternal audit is often the Cinderella of the audit world. It’s a regulatory requirement for insurance companies to have an internal audit function, so why not make it as useful as possible?  This session will look at how to link an internal audit plan to the risk register, and how that helps audit committees and boards to spot problems and fix them.

  • Spaces available

    Climate change is one of the greatest risks facing our world today. Addressing it will require multi-faceted solutions. Through this panel session, we will explore the different levers that can be used to meet net-zero targets including climate science and data, government engagement, and mobilising green finance.