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Home > Prudential Regulation Authority > Insurance companies - Forms and guidance
 

Insurance companies - Forms and guidance

Below is a list of forms that are submitted by insurers (general and long-term), directive friendly societies and marine mutuals. Not all forms are relevant to all types of insurers.

Insurers are required to report annually within three months of their year-end. Details are set out in the Handbook in IPRU(INS).

Composite insurers and friendly societies are required to comply with the general and long term reporting requirements. Marine mutuals are required to submit the specialist marine mutuals forms (M1-5) in addition to forms 1, 3, 11 and 12.

The reporting requirements for MLAR are set out in SUP 16 Annex 19A
 
 

 

General insurance



Data item Description​ Form​ Guidance​
​Form 1 ​Statement of solvency - general insurance business PDF​ ​PDF
​Form 2 Statement of solvency - long-term insurance business​ ​PDF ​PDF
Form 3​ Components of capital resources​ PDF​ PDF​
Form 10​ Statement of net assets PDF​ PDF​
Form 11​ Calculation of G.I. capital requirement - premiums​ PDF​ PDF
Form 12​ Calculation of G.I. capital requirement - claims PDF PDF​
Form 13​ Analysis of admissible assets​ PDF PDF​
Form 15​ Liabilities (other than long term insurance business)​ PDF PDF
Form 16​ Profit and loss account (non-technical account) PDF​ PDF
Form 17​ Analysis of derivative contracts​ PDF PDF​
Form 20​A
Summary of business​ carried on
PDF PDF
Form 20​ Technical account​ PDF PDF​
Form 21​ Analysis of premiums​ (accident year) PDF PDF
Form 22​ Analysis of claims, expenses and technical provisions​ (accident year) PDF​ PDF
Form 23​ Analysis of net claims and premiums​ (accident year) PDF​ PDF
Form 24​ Analysis of premiums claims and expenses​ (underwriting year) PDF​ PDF
Form 25​ Analysis of technical provisions​ (underwriting year) PDF​ PDF
Form 26​ Analysis of net claims and premiums by risk category for treaty reinsurance​ (accident year) PDF​ PDF​
Form 27​ Analysis of gross claims and premiums by risk category for treaty reinsurance​ (accident year) PDF PDF​
Form 28​ Analysis of premiums, claims and expenses by risk category of treaty reinsurance​ (underwriting year) PDF​ PDF
Form 29​ Analysis of technical provisions by risk category for treaty reinsurance​ (underwriting year) PDF​ PDF
Form 30​ Expected income and yield from admissible assets covering discounted premiums​ PDF​ PDF
Form 31​ Analysis of gross claims and premiums by risk category for direct insurance and facultative reinsurance​ (accident year) PDF PDF
Form 32​ Analysis of gross claims and premiums for motor vehicle direct insurance and facultative reinsurance​ PDF​ PDF​
Form 34​ Analysis of gross claims and premiums by risk category for direct insurance and facultative reinsurance​ (underwriting year) PDF PDF
Form 36​ Currency rates​ PDF​ PDF​
Form 37​ Equalisation provisions​ PDF PDF
Form 38​ Equalisation provisions technical account (accident year) PDF​ PDF
Form 39​ Equalisation provisions technical account (underwriting year)​ PDF PDF​
Form 91​ EEA analysis of GI financial particulars - branches​ PDF PDF​
Form 92​ EEA analysis of GI financial particulars - provision of services​ PDF PDF
Form 95​ Insurance Group Capital Adequacy​ PDF​ PDF
Form ECR1​ ECR calculation​ Excel PDF​
​MLAR ​Mortgage Lenders and Administrators Return PDF

PDF

FAQs

 

 

 

Marine mutual

 

 

​Data item Description​ Form​ Guidance​
Form M1​ Revenue account​ PDF PDF
Form M2​ Statement of assets and liabilities​ PDF PDF
Form M3​ Analysis of admissible assets​ PDF PDF
Form M4​ Annual analysis of calls, premiums and claims​ PDF​ PDF
Form M5​ Analysis of derivative contracts​ PDF PDF​

 

 

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Long-term insurance


Data item Description Form​ Guidance​
​Form 1 Statement of solvency - general insurance business​ PDF PDF​

​Form 2

​Statement of solvency - long-term insurance business ​PDF ​PDF
Form 3​ Components of capital resources​ PDF PDF
Form 10​ Statement of net assets​ PDF PDF
​Form 11 Calculation of G.I. capital requirement - premiums​ PDF​ ​PDF
​Form 12 ​Calculation of G.I. capital requirement - claims PDF PDF
Form 13​ Analysis of admissible assets​ PDF PDF​
Form 14​ Long term insurance business liabilities and margins​ PDF PDF
​Form 15 Liabilities (other than long term insurance business)​ ​PDF PDF​
Form 16​ Profit and loss account (non-technical account) PDF PDF​
Form 17​ Analysis of derivative contracts​ PDF PDF​
Form 18​ With-profits insurance capital component for the fund​ PDF​ PDF​
Form 19​ Realistic balance sheet​ PDF​ PDF​
Form 40​ Revenue Account​ PDF PDF
Form 41​ Analysis of premiums​ PDF​ PDF
Form 42​ Analysis of claims​ PDF PDF
Form 43​ Analysis of expenses​ PDF​ PDF
Form 44​ Linked funds balance sheet​ PDF PDF​
Form 45​ Revenue account for internal linked funds​ PDF​ PDF​
Form 46​ Summary of new business​ PDF PDF​
Form 47​ Analysis of new business​ PDF​ PDF
Form 48​ Assets not held to match linked liabilities​ PDF PDF
Form 49​ Fixed and variable interest assets​ PDF​ PDF
Form 50​ Summary of mathematical reserves​ PDF PDF​
Form 51​ Valuation summary of non linked contracts​ (other than in Form 52) PDF​ PDF​
Form 52​ Valuation summary of accumulating with-profits contracts​ PDF​ PDF
Form 53​ Valuation summary of property linked contracts​ PDF​ PDF​
Form 54​ Valuation summary of index linked contracts​ PDF PDF​
Form 55​ Unit prices for internal linked funds​ PDF PDF
Form 56​ Index linked business​ PDF​ PDF
Form 57​ Analysis of valuation interest rate​ PDF PDF
Form 58​ Distribution of surplus​ PDF PDF​
Form 59A​ With-profits payouts on maturity​ (normal retirement) PDF​ PDF
Form 59B​ With-profits payouts on surrender​ PDF PDF
Form 60​ Long-term capital requirement PDF​ PDF​
Form 93​ EEA Analysis of LT financial particulars - branches​ PDF​ PDF
Form 94​ EEA Analysis of LT financial particulars - provision of services​ PDF​ PDF​
Form 95​ Insurance Group Capital Adequacy​ PDF PDF​
​MLAR ​Mortgage Lenders and Administrators Return PDF
PDF
 

 

 

 

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