Regulations – Will Transparency Fall Short?
Welcome to my new blog – On Solvency II, Transparency and other Musings. This is my first post. Hope you enjoy it… John The decade of regulation is amongst us – there are regulations coming at us from...
View ArticleSolvency II – Persist in identifying your limitations and you will fulfil them
If we look back to 2008, the year from which most of the current batch of regulations ensued, it is important to look at the lessons learned by the survivors of the crisis. The aftermath showed that it...
View ArticleAsset data and Transparency … who is best positioned to manage it?
Aside from the uncertainty over the timeline, and long-term guarantees, there are a number of issues that still come up at conferences as unresolved and posing problems for all in the Solvency II...
View Article10 Things worth remembering about Solvency II – Part 1
I wanted to take the chance to focus on some points that were discussed at recent conferences and address some issues that have been at the forefront of the minds of asset managers, insurers and...
View Article10 things worth remembering about Solvency II – Part II
This is part 2 of my blog on some of the points discussed at recent conferences and some of the issues at the forefront of the minds of asset managers, insurers and third party administrators over...
View ArticleSolvency II, a view from Sweden part 1 – the insurers
I have spent the last week travelling through the snowy fields and frozen rivers of Stockholm, meeting many from the insurance, asset management and regulatory sides of the industry and trying to find...
View ArticleSolvency II: A View from Sweden Part 2 – The Asset Manager
Since returning from Sweden, I’ve been trying to compare and contrast the different segments of the local market there (insurers, asset managers & the regulator) to that across the rest of Europe...
View ArticleThe Demand For Transparency Arising From Current And Pending Regulations
I recently wrote an article for ISS-MAG.com on “The Demand For Transparency Arising From Current And Pending Regulations” you can read the full article here. Filed under: Uncategorized Tagged:...
View ArticleSolvency II, the clock is ticking – Timelines, Activity & Implementation
On the 2nd October the European Commission published the 2nd ‘Quick Fix’ directive, finally providing some clarity to insurers, asset managers and third party administrators (TPAs). The dates as many...
View ArticleSolvency II Timelines and The Asset Data Challenge
I will be presenting a webcast on Tuesday 12th November on Solvency II Timelines & The Asset Data Challenge. Join me online where I will be discussing the current status of Solvency II, timelines,...
View ArticleOmnibus II trilogues agreed
Solvency II , the European regulation that aims to create a level playing field in the insurance sector in the European union has been in planning for nearly 13 years to date. Originally planned for...
View ArticlePlumbing for Transparency
This post is by guest contributor Jeff Willems, who is VP Client Services at MoneyMate. Jeff recently attended the EIOPA Conference in Frankfurt and in this post he is discussing transparency, one...
View ArticleSolvency II the forgotten debate will rear its head in 2014
Quarter four of 2013 will be seen by many as a milestone in the Solvency II journey. We’ve had a 2nd quick fix directive and an agreement on the Omnibus II trilogues. Both of these have led to the dust...
View ArticleMoneyMate Launches Silverfinch
MoneyMate today unveiled the new name and logo of their Solvency II Look-Through and Data Utility as Silverfinch. Silverfinch is a fund data utility that creates connectivity between asset managers and...
View ArticleSolvency II: The Four Stages of Grief
As insurers prepare to engage with their investment partners on Solvency II asset data requirements, asset managers face a difficult journey that I would suggest is not dissimilar to the stages of...
View ArticleThe External Look-Through Debate
Now that the level 2 draft delegated acts are being circulated (on a somewhat restricted basis), insurers can now begin to evaluate what will need to be done in the run in period. Many have waited to...
View Article