Returns/Forms
Financial returns
The requirements for reporting to the Authority are contained in the Insurance Act 2008 and the Insurance Regulations 2021
The table below provides a consolidated list of all the returns and forms that are relevant to insurers carrying on long-term insurance business.
The Authority encourages long-term business insurers to refer to the Legislation and Guidance page of the website where they can find the Insurance Act 2008, Insurance Regulations 2021 and the Insurance (Long-Term Business Valuation and Solvency) Regulations 2021
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Templates for use by insurers: |
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Returns |
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Consolidated regulatory balance sheet, Solvency Capital Requirement and Supplementary Reporting Information. To be used by insurers for annual and quarterly returns. |
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Helper Templates |
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Regulatory balance sheet and Solvency Capital Requirement information for unit-linked, investment-linked and index-linked insurance. |
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Regulatory balance sheet and Solvency Capital Requirement information for life insurance with-profit participation. |
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Regulatory balance sheet and Solvency Capital Requirement information for health insurance. |
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Regulatory balance sheet and Solvency Capital Requirement information for other life insurance. |
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Regulatory balance sheet and Solvency Capital Requirement information for assets and liabilities unrelated to forms 1 to 4. |
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Technical Data |
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Risk free interest rate data for determining technical provisions |
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Risk free interest rate data for determining technical provisions |
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Association of Credit Assessments to Credit Quality Steps |
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The mapping of EACI credit assessments to the credit quality steps required in the Insurance (Long-Term Business Valuation and Solvency) Regulations. |
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Auditor’s Reports and Director’s Certificates |
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Forms
Forms for fitness and propriety assessment can be found here: