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Resources for Subject SA4 Pensions and other Benefits

The following are suggested additional resources and sources referenced in the Core Reading. Please refer to the IFoA SA4 Core Reading for further guidance.

The following additional resources will give you a different viewpoint on topics presented in SA4

You are not expected to have read all of the items but you should familiarise yourself with current issues and the general market background in the 18 months preceding the examination session.

Actuarial Standards

The Financial Reporting Council (FRC) is responsible for the setting of technical actuarial standards:

The Institute and Faculty of Actuaries is responsible for the setting of ethical actuarial standards:


Articles and papers

These article and paper references from Unit 16 of SA4 Core Reading 2020 are listed alphabetically by title. 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) and Journal of the Institute of Actuaries show their permanent 'DOI' links to the JIA and BAJ, as 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.

Other sources

* IFoA Members and Affiliates can also login with their IFoA member credentials via Athens to the IFoA Actuarial Knowledge Hub to search for and access ebook titles. 


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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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