Returns/Forms
Financial returns
The requirements for reporting to the Authority are contained in the Insurance Act 2008 and the Insurance Regulations 2018.
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.
| Type | Name | Detail |
| 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. |
Forms
Forms for fitness and propriety assessment can be found here: