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The Standard Formula: A Guide to Solvency II – Chapter 2: Reinsurance and Risk Transfer

The primary function of an insurer is the assumption and management of insurance risk. Very commonly, this will involve an insurer passing (or ceding) risk to other (re)insurers or protection providers in the relevant market....more

2024 Insights: Corporate Trends

Global M&A Activity Endures Headwinds in 2023 and Displays Resilience Going Into 2024 - Despite market headwinds, dealmakers have looked to carveouts, spin-offs, joint ventures and other creative deal structures to engage...more

Climate Change and Its Undeniable Impact on Insurance: How To Respond?

Models that have historically been used by insurers to hedge risk were not designed to predict uncertain events such as natural disasters that may be exacerbated by climate change. This now leaves insurers overexposed to...more

The Standard Formula Podcast | Solvency II Back to Basics: Third Country Branches and Cross-Border Provision of Services [Video]

“The Standard Formula” podcast continues its Back to Basics series — a deep dive into the Solvency II regime — discussing the regime’s provisions regarding third country branches and the cross-border provision of services. ...more

UK Fund Tokenization: A Greenlight and Blueprint for Implementation

On 24 November 2023, the industry-led Technology Working Group of HM Treasury’s Asset Management Taskforce (Group) released an interim report (Report) outlining a strategic blueprint for the implementation of fund...more

The Standard Formula: A Guide to Solvency II – Chapter 1: Own Funds

Own funds is the Solvency II term for the items that constitute a (re)insurer’s regulatory capital. These are principally balance sheet items, with limited allowance for off-balance sheet items. Own funds are items that...more

The PRA Tightens Expectations for Funded Reinsurance for the UK Bulk Purchase Annuity Market

On 16 November 2023, the UK Prudential Regulatory Authority (PRA) released draft measures to address perceived risks in the market for funded reinsurance, which is widely used as part of transactions that shift pension scheme...more

A New Regime Governing Stablecoins

On 6 November 2023, the Bank of England (the UK’s central bank) issued a discussion paper on the regulation on stablecoins, alongside another paper by the UK Financial Conduct Authority (FCA) (DP23/4) and a “Dear CEO” letter...more

Activists Assemble: Recent Trends in Activist Campaigns Targeting UK Investment Trusts

The United Kingdom has long been a target destination for activist investors. It is the venue for nearly half of all of recent activist campaigns in Europe. In previous articles, we have discussed how informed boards should...more

Standard Formula Podcast | Reinsurance and Risk Transfer: Risk Mitigation Under the Solvency II Regime [Video]

In the second episode of the Back to Basics series, “Standard Formula” podcast host and insurance partner Rob Chaplin is joined by colleague Imad Mohammed Nazar to discuss reinsurance and risk transfer, including how...more

A Regulatory Tightrope: Updating the UK Regulatory Regime for Asset Managers

In a speech at the Investment Association’s Annual Dinner on 11 October 2023, Ashley Alder, chair of the UK’s Financial Conduct Authority (FCA), expanded upon the FCA’s discussion paper, “Updating and Improving the UK Regime...more

The Implications of Metro Bank’s Refinancing for the UK Banking Sector

The UK’s Metro Bank announced a landmark refinancing package on 8 October 2023, following a series of regulatory setbacks and concerns in the markets over the financial condition of the bank. The proposal now awaits...more

The Standard Formula Podcast | Back to Basics: Exploring the Many Facets of the Solvency II Regime [Video]

"The Standard Formula” host Robert Chaplin introduced the first in the podcast’s Back to Basics series, which will dissect the entirety of the Solvency II regime. In the series’ inaugural episode, Rob is joined by associate...more

The PRA Outlines New Details of Solvency UK: Matching Adjustment and Other Reforms

As discussed in our November 2022 and July 2023 newsletters, the UK government is implementing a comprehensive set of proposals for regulation of financial services in the UK, including for insurers. This follows the UK’s...more

The Bermuda Monetary Authority Consults Further on Enhancing Its Insurance Regulatory Regime

This edition of The Standard Formula looks at the updated proposals set out in the consultation paper published by the Bermuda Monetary Authority (BMA) on July 28, 2023, which relate to the BMA’s plan to enhance the...more

The Standard Formula Podcast | Understanding Insurance Resolution Regimes [Audio]

Insurance partner Rob Chaplin is joined by colleague Lamya Al-Yazdi as they introduce our “Standard Formula” listeners to the three emergent insurance resolution regimes that deal with the failure, or potential failure, of...more

From Solvency II to Solvency UK: The PRA Provides Further Details of Its Post-Brexit Solvency II Reforms

The EU’s Solvency II regime came into force in the UK on 1 January 2016, following many years of development in which the UK was deeply involved. In June 2020, post-Brexit, the government announced a wide-ranging review of...more

How and Why Private Capital Continues To Invest in the Insurance Sector

Financial sponsors have become progressively more involved in the insurance sector over recent decades. Their involvement broadly falls into three categories: 1. Sponsors establishing or acquiring their own life and...more

What the UK PRA’s Scrutiny of Funded Reinsurance for UK Bulk Purchase Annuity Market Could Mean for Deals

The bulk purchase annuity (BPA) market — whereby UK defined-benefit pension schemes offload liabilities and assets to specialised life insurance carriers — continues to expand. Industry estimates predict that the UK life...more

The Standard Formula Podcast | International Association of Insurance Supervisors: Who They Are and Their Industry Impact [Audio]

Standard Formula host Rob Chaplin was joined by European counsel George Belcher and associate Feargal Ryan to discuss the International Association of Insurance Supervisors, including its main activities, future developments...more

6/26/2023  /  Insurance Industry

The UK PRA Warns the Bulk Purchase Annuity Market

The UK’s Prudential Regulation Authority (PRA) has reiterated its concerns regarding the UK bulk purchase annuity market. This contributes to a broader international theme of regulators expressing concern regarding the rapid...more

New Market Emerges for Legacy Liability Dispositions

A substantial number of U.S. and overseas corporations have legacy liabilities that are complicating their equity outlook due to their uncertainty and duration. Typical examples are liabilities derived from asbestos-related...more

Lessons for the Insurance Sector From the Credit Suisse Sale

UBS’ acquisition of Credit Suisse sent waves across the global markets and raises questions about possible impacts on the availability of regulatory capital in the insurance sector....more

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