IDD – Tracking All Costs and charges for Policy Holders and Members

New regulations in the life and pensions industry have the potential to distract providers as they adjust their operating processes to remain compliant. Finding partners that can respond with regtech solutions that optimise the operating model is key for businesses focused on growth.

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FRS present on lessons learnt from implementing PRIIPs KID-software

With KID regulation on the radar in 2022 for the wider funds industry, Irish Funds invited FRS to present on lessons learnt from implementing KID-software to the life industry.

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FRS promoting sustainable long term pension provision

Frank Carr discusses pension provision in the Middle East.

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PRIIPs Changes on the Horizon

Frank Carr discusses how PRIIPs manufacturers are moving on from their decision-making in respect of PRIIPs implementation plans to a consideration of the key emerging issues from PRIIPs.

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UCITS derogation for PRIIPs manufacturers

George McCutcheon MSc FIA discusses the important implications for all investment product manufacturers in Europe.

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PRIIPs System Challenges

George McCutcheon MSc FIA discusses PRIIPs and KID challenges.

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Asset Manager Oversight of Service Providers

Frank Carr discusses outsourcing oversight for asset managers.

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Seeing through the risks of DC fund Investment Administration

This article examines how new technology is poised to revolutionise the administration of DC pension fund solutions in the UK pension landscape - and how this can fuel both opportunity and risk reduction for those operating here.

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Assets GRC (Governance, Risk, Compliance) under Solvency II

George McCutcheon reviews the assets GRC component in more detail.

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Solvency II Look Through

George McCutcheon reviews the three strands to look-through from the perspective of both Asset Managers and Life insurers.

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Solvency II Unit Matching & capital management

George McCutcheon describes how an appropriate unit matching policy would release cash and minimise volatility of Solvency II own funds.

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Asset Manager Oversight of Service Providers

George McCutcheon MSc FIA discusses outsourcing oversight for asset managers

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PRIIPs, Ongoing Charges & Soft Commissions

George McCutcheon MSc FIA discusses charge disclosure issues

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Risk Management for Insurance Assets in a Solvency II World

George McCutcheon MSc FIA discusses the Solvency II risk management function

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Tax Aspects of ABI Guide to Good Practice for Unit-Linked Funds

George McCutcheon MSc FIA discusses the tax aspects of the “ABI Guide to Good Practice for Unit-Linked Funds”

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Revisions to ABI Guidelines following TR13/8

George McCutcheon MSc FIA discusses the ABI's revised draft “Guide to Good Practice for Unit-Linked Funds”

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Clean and Super Clean Share Classes

Clean and super clean share classes

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Thematic Review of Unit Linked Funds FCA Findings

George McCutcheon MSc FIA discusses the findings of the FCA thematic review.

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Summary FCA Findings

Findings of the FCA thematic review.

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Securities Lending on Assets of Unit-Linked Funds

George McCutcheon MSc FIA discusses securities lending issues for life companies.

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Unit-Linked Funds Unit Creation and Investment Processes

Securities lending issues for life companies.

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UK Unit Linked Funds Thematic Review

Management and governance of unit-linked funds.

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Case Studies

The following are case studies from some of our leading clients:

Invest|Pro™ has completely transformed our operations.

Financial Controller, RL360

We chose Invest|Pro™ to automate and consolidate our administration functions and the 35% cost savings and efficiencies that have resulted have been exceptional.

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