We work with the full range of life insurers, ranging from niche providers, friendly societies and Lloyds’s life syndicates to FTSE 100 and global insurance companies. We listen and tailor our approach to reflect the size and complexity of our clients and to ensure our solutions are suitable for the risks and issues they face.
John Hoskin looks at CP16/17. This is not 'just another' consultation paper on PRA fees.
Struggling with the Solvency II quantitative reporting templates (QRTs) and UK National Specific Templates (NSTs)? John Hoskin sets out the information that firms need to consider when completing their submissions.
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.
In case you missed anything amid the rush to prepare for and get stuck into year-end reporting, this newsletter highlights the main points from some of the key regulatory publications between the period 1 October 2016 to 28 February 2016.
Keeping abreast of the latest regulatory developments can be challenging at the best of times. Our newsletter is here to help, drawing out the main points from some of the key regulatory publications over the period 01 July 2016 to 30 September 2016.
It may feel like there’s plenty of time before the Solvency and SFCR and RSR submission deadlines, but the scattered nature of the regulation and the high volume of information required make the task of preparing the reports far from trivial.
A recent investigation by Barnett Waddingham has uncovered significant inconsistency in the investment performance of UK with profit funds
This is the third investigation Barnett Waddingham has conducted into the investment strategies of UK with-profits funds.
This is the second investigation Barnett Waddingham has conducted into the with-profits investment strategies of directive insurers that are full members of the Association of Financial Mutuals.
We were appointed to advise a client with ~£400m of assets in 2015 and this case study sets out how we worked with the trustees and employer to ultimately reduce risk and increase expected returns while working towards an agreed objective.
We provide a regular funding and investment monitoring service to the trustees of a £40m scheme. We were asked to review the funding and investment strategies of the scheme, in particular with a view of reducing the risk of the deficit increasing further.
A client was looking to develop a financial management plan for the scheme, targeting a fully de-risked and liability matched investment strategy and moving on to buy-out. The plan aimed to strike a balance between reducing risk and business needs.
Barnett Waddingham, the UK’s largest independent provider of actuarial, administration and consultancy services, has appointed three specialists to its fast-expanding insurance consulting practice.
We are delighted to announce the appointment of David Gulland and Tom Cannings to join our life insurance consulting team, as the firm continues to grow the breadth of life services we offer to insurance companies.
Our With Profits Survey 2015, has found that almost 40% (17) of mutual insurers’ with-profits funds outperformed all of the largest proprietary firms’ with-profits fund returns in 2014.