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Research
UK with-profits funds 2025: investment performance and strategy report
Our 12th annual UK with-profits funds report analyses performance, asset allocation and manager oversight across 82 funds from 21 insurers, representing around £185…
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Briefing
Long-term stochastic credit modelling for Matching Adjustment portfolios
A practical briefing which quantifies how often MA portfolios earn the Matching Adjustment across ratings, terms and strategies.
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Blog
UK equities: time for with-profits funds to go global?
UK with-profits funds favour UK equities far more than global benchmarks, and it's costing policyholders - but what's driving the bias and why does it matter?
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Blog
What option prices reveal about future financial risk
Discover how insurers can use option prices and volatility smiles to extract forward-looking risk insights and enhance internal model calibrations beyond traditiona…
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Blog
ICS vs Solvency II: Comparing risk corrections for illiquid liabilities
Explore how the new International Capital Standard risk correction for illiquid liabilities compares to Solvency II’s Fundamental Spread.
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Blog
The matching adjustment attestation and portfolio concentration risk
Craig Turnbull explores the role of portfolio concentration risk in the MA attestation under Solvency UK, and analytical approaches for effective compliance.
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Blog
Matching deferred annuities – time for an adjustment?
Deferred liabilities in pension buyouts pose unique challenges for insurers. We explore options for improving cashflow matching under solvency regulations.
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Research
UK with-profits funds 2024: investment performance and strategy report
Our 11th annual UK with-profits funds report explores performance trends, asset allocations, and sustainability practices from 76 funds managing £239bn in assets.
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Research
UK with-profits funds 2023: investment performance and strategy report
Investigation into the investment performance and strategies of UK with-profits funds — covering £216bn of assets spread over 68 funds from 24 insurers.
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Case Study
Applications of R in insurance: distribution fitting tool
This is the fifth in our case study series, showcasing some of the ways we have been using R at Barnett Waddingham.