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Barnett Waddingham
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Blog: Investment services for insurers

It’s disclosure Jim, but not as we know it

The majority of insurers will soon be publishing their first Solvency and Financial Condition Report (SFCR). We take a look at the SFCR’s published by firms with non-December year-ends and highlight lessons to be learnt.

Investment Conference 2017: Campbell, Brexit and ‘Trumpsomnia’

Our annual investment conference took place in January, with our much anticipated keynote speaker, Alastair Campbell, sharing his views on current political themes, all of which will be the major force on investment markets during 2017.

Larger with-profits funds generate greater ROI than their smaller rivals

Our annual report on with-profits investment performance and strategy contains information on one-year returns over 2015 and trends in asset allocations. This blog focusses on the three-year performance figures to best judge funds on their performance.

Look-through of funds? It’s still murky

EIOPA is not expected to offer any further clarity in terms of applying proportionality to the principle of look-through of assets. Scott Eason looks at a recent Investment Association seminar to see what other European practitioners are doing.

Matching Adjustment in practice – the PRA’s view

Just when life insurers were breathing a sigh of relief for getting over the Matching Adjustment (MA) hurdle, the Prudential Regulation Authority (PRA) has released a draft supervisory statement explaining further aspects of how they expect portfolios to be managed.

Constructive deterrence: will the FCA’s Business Plan result in better outcomes for customers?

In his introduction to the FCA’s Business Plan 2016/17, the Chairman uses the phrase “constructive deterrence” - this phrase may help insurers and distributors to understand the overall philosophy of the FCA but will it lead to better customer outcomes?

Equity release mortgages: taming the super-asset?

Scott Eason and Michael Henderson explore the potential implications of the PRA’s announcement to undertake a review of Equity Release Mortgages.

Standard Formula Calculations made simple

With the Solvency II implementation date looming, firms must make sure their processes are ready to meet the requirements. We explore how a standard formula Solvency Capital Requirement calculation tool can be made as simple as possible for the end user.

Fined! For failing to observe PRA rules

Further to last year’s consultation, the PRA has now introduced measures that may lead to financial penalties on actuaries that fail to observe PRA rules or the requirement to 'whistleblow' under FSMA.

2016 – is bigger better?

Scott Eason and David Gulland take a look back at what was a very busy 2015 for life sector M&A and consider potential market movements in 2016.

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