Description: The SOA Pension Section Council has sponsored the creation of the following slide presentation for use by pension actuaries. This deck of slides is intended to be used as a starting point for an educational presentation that you may want to use for your clients and/or your actuarial staff. Given your audience and your time constraints, you will most likely want to pick and choose the specific slides (or even the specific data series on a graph) that you want to include. More suggestions on how to use the deck are included on slide 2 of the presentation.

Description: This article discusses the concept of Conservation of Mortality ("Conservation"). Conservation is the modeling principle that ensures consistency between assumptions of the total mortality of a population and mortality among population subsets. This article discusses the use cases for Conservation and the many ways that one could implement it in a model or an experience study. This article also discusses the potential issues that arise when using Conservation, and how one might solve or alleviate these issues.

Description: This article is an introduction to the topic of mortality projections and their impact on social security systems. The article reviews two life expectancy graphs and overall trends in life expectancy by gender at birth and age 65 in the United States, Canada and the UK.

Description: This report discusses drivers of U.S. mortality improvement for the short and long term.

Description: The Society of Actuaries’ Pension Section has completed a research effort exploring the value of longevity pooling and its implications.

Description: Results of a Survey of JRMS members re claims changes due to COVID

Description: This paper outlines a statistical modeling framework for fitting mortality laws to mortality experience data. The process can be used as an alternative to traditional graduation techniques used in mortality table development.

Description: Using the Cox proportional Hazards Model to improve underwriting debits and credits.

Description: Discussion of a direct writer survey and a reinsurer survey conducted in the fall of 2002 by the Society of Actuaries. The surveys asked a number of questions about underwriting criteria needed to qualify for preferred risk. They also asked questions about the percentage of issues in each underwriting category and the mortality assumptions for the different categories.

Description: A discussion of the Society of Actuaries study of Mortality Under Standard Individually Underwritten Life Insurance Between 1995 and 1996 Policy Anniversaries.”