- Equity release report 2005, Institute of Actuaries, Volume 1
- Equity release report 2005, Institute of Actuaries, Volume 2
- Pricing and Risk Capital in the Equity Release Market, Hosty et alia 2007
- Request for Tender: ‘ Equity Release Mortgages: No Negative Equity Guarantee (NNEG)’ ABI/ IFoA, 10 August 2018
- CP 13/18: Solvency II – Equity Release Mortgages (IFoA response to Prudential Regulation Authority), 28 September 2018
- Is Equity Release a Second Equitable Life?, Dean Buckner (ex-PRA), Kevin Dowd (Durham University), Financial Markets Group, London School of Economics, October 1st 2018
- ‘Terms of Reference – Equity Release Mortgages Review Group’ 12 October 2018
- What is the right way to value no-negative equity guarantees on equity release mortgages? (presentation by ‘The ERM Working Party’, Life Conference 16 November 2018)
- Actuarial management of equity release mortgages (sessional paper November 2018)
- Equity Release: Another Equitable in the Making Kevin Dowd and Dean Buckner, Institute for Applied Economics, Global Health, and the Study of Business Enterprise in their Studies in Applied Economics series, December 3 2018.
- The Kingman Report, December 2018
- Terms of Reference – IFoA ERM Review Group
- 13 February, IFoA council discussion of the ERM Research project. Minutes published 16 July , see p.8.
- Tunaru, R., ‘UK Equity Release Mortgages: a review of the No Negative Equity Guarantee’, 19 February 2019 (See also Part I and Part II of our Eumaeus response, and our questions).
- ‘ARC ERM Launch Event 28th February 2019’ (YouTube, transcript)
- Tony Jeffery and Andrew D Smith, ‘Equity Release Mortgages: Irish & UK Experience’, Society of Actuaries in Ireland, 28 March 2019.
- THE EUMAEUS GUIDE TO EQUITY RELEASE VALUATION 16 July 2019
- THE EUMAEUS GUIDE TO EQUITY RELEASE VALUATION (2nd edition 15 June 2020)
- “A Discussion Note on the Economic Valuation of Equity Release Mortgages“, IFoA 17 February 2020
Keeping an eye on things