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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.


Our services:

  • 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: LDI Plus

    The use of LDIs, by which we mean the practice of using leverage to reduce the exposure of a pension scheme's funding position to interest rate and inflation movements, has become increasingly commonplace in pension schemes' investment portfolios.

  • Investment Insights: Governance

    In this paper we demonstrate the importance of governance and explain how taking the time to ensure you have strong governance in place will bring real benefits.

  • 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.

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