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Barnett Waddingham
0333 11 11 222
Investment issues are increasingly important to insurer profitability and risk management.  We provide a market-leading range of insurance specific advice on investment issues and can also provide investment governance support through our outsourced investment function offering.

Solvency II

Investment issues are increasingly important to insurer profitability and risk management.  Yields are low and returns on different asset classes are volatile. Solvency II introduces the Prudent Person Principle and requires firms to identify, measure, monitor, manage, control and report their investment risks.  This requires all firms to have access to investment expertise to challenge asset managers and to have appropriate governance and reporting frameworks in place.

We provide a market-leading range of insurance specific advice on investment issues and can also provide investment governance support through our outsourced investment function offering.  We have insurance-specific investment experts as well as being able to leverage the wider experience of our Investment Services team.

In addition our SCR calculation tool, Siimplify, can be used by Chief Investment Officers and Asset Managers to quickly assess the SCR of a particular fund or change in strategy.

  • providing an outsourced Chief Investment Officer Service
  • Solvency II Compliance Analysis
  • asset allocation advice
  • asset-liability matching and derivative strategy exercises
  • risk appetite and risk limits advice
  • manager selection and benchmarking
  • asset modelling (including assumptions)
  • reporting and management information advice

Who we help

Clients range from small to medium firms looking for a full range of expert advice and support to the largest firms who are typically looking for independent expert input and review.

Related knowledge and resources

Blogs

  • Investment Insights - Equities

    We consider the outlook for equities over the long term and the short term, before considering the options available to investors concerned that equities may be due a fall.

  • Investment Insights: Inflation

    In this paper we investigate whether the recent heightened level of inflation is expected to stay and what the investment options are for pension schemes that wish to protect against such a scenario.

  • Key regulatory updates: Life and General Insurance late 2016/early 2017

    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.

  • Jan 11 2018
    Birmingham Investment Conference

    Debate and discuss with industry experts on the most pressing investment problems for pension scheme trustees, employers and pension professionals at our 10th annual Birmingham Investment Conference.

    Location: The Belfry, Birmingham

  • Jan 25 2018
    London Investment Conference

    Debate and discuss with industry experts on the most pressing investment problems for pension scheme trustees, employers and pension professionals at our London Investment Conference.

    Location: 155 Bishopsgate, London

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