The table below provides a consolidated list of all the Regulatory Electronic Return 'RER' forms and templates relevant to insurers carrying on long-term business. It includes those RER forms specified in Section 17 of the Insurance Regulations 2018.
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 2018 and the Insurance (Long-Term Business Valuation and Solvency) Regulations 2018.
|RER LT1 SCR||RER LT1 SCR Form 1||Regulatory balance sheet and Solvency Capital Requirement information for unit-linked, investment-linked and index-linked insurance.|
|RER LT1 SCR Form 2||Regulatory balance sheet and Solvency Capital Requirement information for life insurance with-profit participation.|
|RER LT1 SCR Form 3||Regulatory balance sheet and Solvency Capital Requirement information for health insurance.|
|RER LT1 SCR Form 4||Regulatory balance sheet and Solvency Capital Requirement information for other life insurance.|
|RER LT1 SCR Form 5||Regulatory balance sheet and Solvency Capital Requirement information for assets and liabilities unrelated to forms 1 to 4.|
|RER LT1 SCR Form 6 Total||Consolidated Regulatory balance sheet, Solvency Capital Requirement and Minimum Capital Requirement information for the insurer.|
|RER LT2 Supplementary||RER LT2 Supplementary Form 1||Revenue account, projected revenue account, ring-fenced funds, and analysis of change in components making up an insurers SCR.|
|Helper Tab||Counterparty Default Risk Template Life||Helper tab for counterparty default risk Solvency Capital Requirement.|
|Health Risk Template Life||Helper tab for health risk Solvency Capital Requirement.|
|Spread Risk Template Life||Helper tab for spread risk Solvency Capital Requirement.|
|Credit Quality Step Mapping||Association of credit assessments with credit quality steps - Long Term Business||The mapping of ECAI credit assessments to the credit quality steps required in the Insurance (Long-Term Business Valuation and Solvency) Regulations 2018|
|Technical Data Current Period||Yield Curves Life||Technical data required to calculate the Solvency Capital.|
The connected person notification form for authorised insurers, permit holders and insurance managers can be found here.