Just Annual Report and Accounts 2024

Strategic Report Governance

Financial Statements

185

(iii) Disclosure of movement in CSM by IFRS 17 Transitional approach Below is the CSM movement split by Fair Value Approach (“FVA”) on transition to IFRS 17 and other contracts.

Year ended 31 December 2024

Year ended 31 December 2023

Contracts under FVA £m

Other contracts £m

Contracts under FVA £m

Other contracts £m

Total CSM £m

Total CSM £m

Opening insurance contract liabilities balance Changes in the statement of comprehensive income Changes that relate to current service CSM recognised for service provided

1,437

1,012

2,449

1,354

589

1,943

(108)

(69)

(177)

(109)

(47)

(156)

Changes that relate to future service Contracts initially recognised in the period Changes in estimates that adjust the CSM

438

438

380

380 203 427

27

(119)

(92)

150

53

Insurance service result

(81)

250

169 113 282

41 42 83

386

Net finance expenses from insurance contracts

44

69

37

79

Total changes in the statement of comprehensive income

(37)

319

423

506

Closing insurance contract liabilities balance

1,400

1,331

2,731

1,437

1,012

2,449

Changes that relate to current service CSM recognised in the period is computed based on the proportion of insurance contract services provided in the period compared with the value of services expected to be provided in future periods. Experience adjustments represent the difference between the expected value of claims and expenses projected as at the start of the year included in insurance revenue, and the actual value of claims and expenses due in the year included in insurance service expense. The experience adjustment of nil in 2024 (2023: £8m unfavourable) should be viewed in the context of £1,904m (2023: £1,648m) of claims and expenses paid. Changes that relate to future service The value of contracts initially recognised in the year is presented in note 22(e). Changes in estimates that adjust the CSM represent changes in projected future years cash flows that arise from experience in the period and non-economic assumption changes, measured at locked-in discount rates. This movement in the CSM is directionally opposite to the movement in the projected future cash flows. In the current year the £72m change in present value of future cash flows mainly reflect increases due to updates to demographic assumptions for longevity and expenses. The £20m risk adjustment impact reflects recalibration of the associated stress parameters. The corresponding amounts in the prior year include a release associated with longevity improvements (2023: £(292)m) and the impact of recalibration of the risk adjustment (2023: £89m). Net finance income from insurance contracts The £113m of accretion of CSM (discount unwind of which £69m was in FRA/GMM cohorts and £44m in FVA cohorts) in 2024 compared with £79m in 2023, with the increase due to the addition of another cohort of new business and the upwards shape of the yield curves for prior year cohorts.

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