Arithmetic and geometric sequences, sigma notation
Edexcel
P1, P2
Same; recurrence relations in P2
OCR (A)
Paper 1
Arithmetic and geometric progressions
CIE (9709)
P1, P3
Sequences and series; P3 includes Σ notation more extensively
1. Sequences and Series: Definitions
Definition. A sequence is an ordered list of numbers (a1,a2,a3,…). We write
(an)n=1∞ or (an).
Definition. A series is the sum of the terms of a sequence:
∑n=1Nan=a1+a2+⋯+aN.
Definition. A sequence defined by an+1=f(an) with an initial value a1 is a
recurrence relation (or iterative sequence).
2. Arithmetic Sequences
Definition. An arithmetic sequence (arithmetic progression, AP) is a sequence where each term
Differs from the previous by a constant d (the common difference):
an+1=an+d
2.1 The nTh Term
Theorem. The nTh term of an arithmetic sequence with first term a and common difference d
Is:
an=a+(n−1)d
Proof. By induction on n.
Base case (n=1): a1=a+0⋅d=a. ✓
Inductive step: Assume ak=a+(k−1)d. Then:
ak+1=ak+d=a+(k−1)d+d=a+kd
This matches the formula for n=k+1. ■
2.2 Sum of an Arithmetic Series
Theorem. The sum of the first n terms of an arithmetic sequence is:
Sn=2n(2a+(n−1)d)=2n(a+ℓ)
Where ℓ=an=a+(n−1)d is the last term.
Proof (Pairing Method). Write out the sum twice, once forwards and once backwards:
Adding vertically, each pair sums to 2a+(n−1)dAnd there are n such pairs:
2Sn=n(2a+(n−1)d)
Sn=2n(2a+(n−1)d)■
Intuition. Gauss supposedly used this method as a child to sum 1+2+⋯+100=5050. Pair
The first and last, second and second-to-last, etc. Each pair sums to the same value.
Example
Find the sum of the first 20 terms of $3, 7, 11, 15, \ldots$
Here a=3, d=4, n=20.
S20=220(2×3+19×4)=10(6+76)=10×82=820
3. Geometric Sequences
Definition. A geometric sequence (geometric progression, GP) is a sequence where each term is
A constant multiple r (the common ratio) of the previous term:
an+1=an⋅r
3.1 The nTh Term
Theorem. The nTh term of a geometric sequence with first term a and common ratio r is:
an=arn−1
Proof. By induction.
Base case: a1=ar0=a. ✓
Inductive step: ak+1=ak⋅r=ark−1⋅r=ark. ✓ ■
3.2 Sum of a Finite Geometric Series
Theorem. For r=1:
Sn=a1−r1−rn=ar−1rn−1
Proof. Write:
SnRSn=a+ar+ar2+⋯+arn−1=ar+ar2+ar3+⋯+arn
Subtracting: Sn−rSn=a−arn
Sn(1−r)=a(1−rn)
Sn=1−ra(1−rn)■
Intuition (Self-Similarity). Multiplying the sum by r shifts every term one position to the
Right. The original sum and the shifted sum overlap almost completely — the difference is just the
First term minus the new last term. This “shift and subtract” idea is the same principle behind many
Iterative algorithms.
3.3 Sum to Infinity
Theorem. If ∣r∣<1The infinite geometric series converges, and:
S∞=∑n=1∞arn−1=1−ra
Proof. From Sn=1−ra(1−rn)We take the limit as n→∞.
Since ∣r∣<1We have limn→∞rn=0 (a standard limit; see below).
S∞=limn→∞Sn=1−ra(1−0)=1−ra■
Lemma. If ∣r∣<1Then limn→∞rn=0.
Proof. Write rn=enln∣r∣. Since ∣r∣<1We have ln∣r∣<0. As n→∞nln∣r∣→−∞So enln∣r∣→0. ■
Theorem. If ∣r∣≥1The geometric series ∑n=1∞arn−1 diverges.
Proof. If ∣r∣>1Then ∣rn∣→∞So ∣an∣→∞. Since the terms don’t tend to
Zero, the series diverges by the divergence test.
If r=1: Sn=na→±∞ (unless a=0).
If r=−1: Sn=a−a+a−a+⋯Which oscillates and does not converge. ■
:::caution The condition ∣r∣<1 is essential. A common mistake is to apply the sum-to-infinity
Formula when ∣r∣≥1Which gives nonsense.
:::
Example
Find the sum to infinity of $1 + \frac{1}{2} + \frac{1}{4} + \frac{1}{8} + \cdots$
Periodic sequences. If un+1=f(un) and the sequence returns to a previous value, it
Becomes periodic.
Example.u_{n+1} = \frac{1}{u_n}$$u_1 = 2.
u_2 = \frac{1}{2}$$u_3 = 2$$u_4 = \frac{1}{2}… This is periodic with period 2.
6. Arithmetic Mean and Geometric Mean
Definition. The arithmetic mean (AM) of two positive numbers a and b is 2a+b.
The geometric mean (GM) is ab.
Theorem (AM-GM Inequality). For any positive real numbers a,b:
2a+b≥ab
Equality holds if and only if a=b.
Proof. Since a,b>0Both a and b are real numbers. For any real number
xWe have x2≥0. In particular:
(a−b)2≥0
Expanding:
a−2ab+b≥0
a+b≥2ab
2a+b≥ab■
Equality condition.(a−b)2=0 if and only if a=bI.e.,
a=b.
Extension. For n positive real numbers x1,x2,…,xn:
L◆B◆x1+x2+⋯+xn◆RB◆◆LB◆n◆RB◆≥nx1x2⋯xn
With equality if and only if x1=x2=⋯=xn. The proof of the general case (by induction
Using the two-variable result as the base) is beyond A-level scope.
Example
Find the minimum value of $x + \frac{4}{x}$ for $x \gt 0$.
By AM-GM with a=x and b=x4 (both positive):
L◆B◆x+x4◆RB◆◆LB◆2◆RB◆≥◆LB◆x⋅x4◆RB◆=4=2
So x+x4≥4.
Equality when x=x4I.e., x2=4So x=2 (since x>0).
Minimum value is 4, achieved at x=2.
7. Sigma Notation — Method of Differences
Definition. A telescoping sum is a series where most terms cancel when written out, leaving
Only a few terms at the beginning and end.
Key Idea. If we can express the general term uk as a difference f(k)−f(k+1)Then:
∑k=1nuk=∑k=1n[f(k)−f(k+1)]=f(1)−f(n+1)
This is because the sum expands as [f(1)−f(2)]+[f(2)−f(3)]+⋯+[f(n)−f(n+1)]And All
intermediate terms cancel.
7.1 Partial Fractions as the Decomposition Tool
The most common technique is to use partial fractions to decompose a rational term into a
Difference.
Example
Evaluate $\sum_{k=1}^{n} \frac{1}{k(k+1)}$.
Using partial fractions:
k(k+1)1=kA+k+1B
1=A(k+1)+Bk
Setting k=0: A=1. Setting k=−1: B=−1.
So k(k+1)1=k1−k+11.
Therefore:
∑k=1nk(k+1)1=∑k=1n(k1−k+11)
=(1−21)+(21−31)+⋯+(n1−n+11)
=1−n+11=n+1n
Example
Evaluate $\sum_{k=1}^{n} \frac{1}{k(k+2)}$.
Using partial fractions:
k(k+2)1=kA+k+2B
1=A(k+2)+Bk
k=0: A=21. k=−2: B=−21.
So k(k+2)1=21(k1−k+21).
∑k=1nk(k+2)1=21∑k=1n(k1−k+21)
Writing out terms:
=21[(1−31)+(21−41)+(31−51)+⋯+(n1−n+21)]
The terms −31 and +31 cancel, −41 and +41 cancel, etc.
The surviving terms are 1 and 21 from the start, with −n+11 and
−n+21 at the end:
=21(1+21−n+11−n+21)=21(23−(n+1)(n+2)2n+3)
=43−2(n+1)(n+2)2n+3
:::tip When using the method of differences, always write out the first few terms explicitly to
Identify the cancellation pattern before simplifying. Be especially careful when the “gap” in the
Denominator is larger than 1 (e.g., k(k+2)), as not all terms cancel in a simple pairwise fashion.
:::
8. Arithmetic-Geometric Sequences
Definition. An arithmetic-geometric sequence has terms of the form:
a,(a+d)r,(a+2d)r2,…
Each term is the product of a term from an arithmetic progression (a,a+d,a+2d,…) and a
Term from a geometric progression (1,r,r2,…).
Theorem. The nTh term is:
un=(a+(n−1)d)rn−1
Where a is the first term of the AP part, d is the common difference, and r is the common
Ratio of the GP part.
The bracketed geometric series sums to 1−rr(1−rn−1):
Sn(1−r)=a+1−rdr(1−rn−1)−[a+(n−1)d]rn
Sn=1−ra−[a+(n−1)d]rn+(1−r)2dr(1−rn−1)■
8.2 Sum to Infinity
When ∣r∣<1Both rn→0 and rn−1→0 as n→∞:
S∞=1−ra+(1−r)2dr
Example
A salary is 30000 in year 1 and increases by 1500 each year. Due to inflation, each year's salary is discounted by a factor of 0.9 when expressed in present-value terms. Find the total present value of all future salary payments.
The sequence of discounted salaries is an arithmetic-geometric sequence:
AP part: a = 30000$$d = 1500
GP part: r=0.9
Since ∣r∣<1:
S∞=1−0.930000+L◆B◆1500×0.9◆RB◆◆LB◆(1−0.9)2◆RB◆
=0.130000+0.011350
=300000+135000=435000
The total present value is 435000.
9. Proof of Sum Formulas
9.1 Proof of ∑k=1nk2=6n(n+1)(2n+1)
Proof by induction.
Base case (n=1): LHS =1. RHS =L◆B◆1×2×3◆RB◆◆LB◆6◆RB◆=1. ✓
Inductive step: Assume k=1∑nk2=6n(n+1)(2n+1) for some
n≥1.
This is a remarkable identity: the square of the sum of the first n positive integers equals the
Sum of the first n cubes.
Pattern observation. Check for small values of n:
n=1: (1)2=1=13 ✓
n=2: (1+2)2=9=1+8=13+23 ✓
n=3: (1+2+3)2=36=1+8+27=13+23+33 ✓
This can also be visualised geometrically: a square of side 2n(n+1) can be decomposed
Into nested gnomons (L-shaped regions) that correspond to 13,23,…,n3.
10. Problem Set
Problem 1. The 5th term of an arithmetic sequence is 17 and the 12th term is 38. Find the first
Term and the common difference.
If you get this wrong, revise: [Geometric sequences](#3-geometric-sequences)
Problem 8. A ball is dropped from a height of 10 m. Each bounce reaches 80% of the previous
Height. Find the total distance travelled before the ball comes to rest.
Solution
The ball falls 10 m, then rises $10 \times 0.8 = 8$ m, falls 8 m, rises $8 \times 0.8 = 6.4$ m, etc.
Total distance = 10+2(8+6.4+5.12+⋯).
The bracketed series is geometric with a=8, r=0.8.
S∞=1−0.88=0.28=40
Total distance = 10+2×40=90 m.
If you get this wrong, revise: [Sum to infinity](#33-sum-to-infinity)
Problem 9. Find the least value of n such that the sum of the first n terms of
3+6+12+24+⋯ exceeds 10000.
Solution
$a = 3$, $r = 2$.
Sn=2−13(2n−1)=3(2n−1)>10000
2n−1>310000⟹2n>310003≈3334.33
n>log2(3334.33)≈11.7
So n=12.
Check: S11=3(2048−1)=6141<10000.
S12=3(4096−1)=12285>10000. ✓
If you get this wrong, revise: [Sum of finite geometric series](#32-sum-of-a-finite-geometric-series)
Problem 10. Prove that ∑k=1nk(k+1)=3n(n+1)(n+2).
Solution
By induction.
Base case (n=1): LHS =1×2=2. RHS =L◆B◆1×2×3◆RB◆◆LB◆3◆RB◆=2.
✓
If you get this wrong, revise: [Proof by induction](./13-proof.md)
Problem 11. Given that x>0Find the minimum value of x2+x29 and state The
value of x at which it occurs.
Solution
By AM-GM with $a = x^2$ and $b = \frac{9}{x^2}$ (both positive since $x \gt 0$):
L◆B◆x2+x29◆RB◆◆LB◆2◆RB◆≥◆LB◆x2⋅x29◆RB◆=9=3
So x2+x29≥6.
Equality when x2=x29I.e., x4=9So x2=3Giving x=3 (positive Root).
Minimum value is 6, achieved at x=3.
If you get this wrong, revise: [AM-GM inequality](#6-arithmetic-mean-and-geometric-mean)
Problem 12. Evaluate ∑k=1n(k+1)(k+3)2 using the method of differences.
Solution
Using partial fractions:
(k+1)(k+3)2=k+1A+k+3B
2=A(k+3)+B(k+1)
k=−3: B=−1. k=−1: A=1.
So (k+1)(k+3)2=k+11−k+31.
∑k=1n(k+1)(k+3)2=∑k=1n(k+11−k+31)
Writing out terms:
=(21−41)+(31−51)+(41−61)+⋯+(n+11−n+31)
After cancellation, surviving terms:
=21+31−n+21−n+31=65−(n+2)(n+3)2n+5
If you get this wrong, revise: [Method of differences](#7-sigma-notation--method-of-differences)
Problem 13. Find the sum to infinity of the arithmetic-geometric series whose terms are
1,4×21,7×41,10×81,…
Solution
Identify the components:
- AP part: first term $a = 1$Common difference $d = 3$ (since $4 - 1 = 3$, $7 - 4 = 3$Etc.)
- GP part: common ratio $r = \frac{1}{2}$
Verification for n=4: 1×0+2×1+3×2+4×3=0+2+6+12=20.
Formula: L◆B◆4×5×3◆RB◆◆LB◆3◆RB◆=20. ✓
If you get this wrong, revise: [Sigma notation](#4-sigma-notation)
Problem 15. A sequence satisfies un+1=3un+2 with u1=1. Find a closed-form
Expression for un and verify it for n=1,2,3.
Solution
This is a first-order linear recurrence relation. We solve it by finding the equilibrium and subtracting.
At equilibrium, u=3u+2Giving −2u=2So u=−1.
Define vn=un−(−1)=un+1. Then:
vn+1=un+1+1=3un+2+1=3un+3=3(un+1)=3vn
So vn is a geometric sequence with ratio 3. Since v1=u1+1=2:
vn=2⋅3n−1
Therefore:
un=2⋅3n−1−1
Verification:
n=1: u1=2⋅1−1=1 ✓
n=2: u2=2⋅3−1=5. Check: 3(1)+2=5 ✓
n=3: u3=2⋅9−1=17. Check: 3(5)+2=17 ✓
If you get this wrong, revise: [Recurrence relations](#5-recurrence-relations)
:::tip Tip Ready to test your understanding of Sequences and Series? The contains the hardest
questions within the A-Level specification for this topic, each with a full worked solution.
Unit tests probe edge cases and common misconceptions. Integration tests combine Sequences
and Series with other pure mathematics topics to test synthesis under exam conditions.
See for instructions on self-marking and
building a personal test matrix.
Common Pitfalls
Losing marks by not showing sufficient working — always write out each step, especially in proof
questions.
Forgetting to check that solutions satisfy the original equation (especially with squaring both
sides or dividing by variables).
Dropping negative signs during algebraic manipulation — substitute back to verify your answer.
Forgetting the +c constant of integration in indefinite integrals, or misusing boundary
conditions in definite integrals.
Summary
The key principles covered in this topic are linked in the sub-pages above. Focus on understanding
the definitions, applying the formulas or frameworks, and evaluating strengths and limitations of
each approach.
Worked Examples
Worked examples demonstrating the application of key concepts are covered in the detailed sub-pages
linked above.