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Resources for Subject SA4 Pensions and other Benefits

Suggested additional reading for Subject SA4 Pensions and other Benefits

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 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.


  • Good governance for pension schemes. Thornton, P.; Fleming, D. Cambridge University Press, 2011. xii, 310 p. ISBN 978-0521761611. (Borrow from libraries) (eBook available via the Athens portal, contact the library service for details)

Articles and papers

These article and paper references from Unit 18 of SA4 Core Reading 2017 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

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