Just Annual Report and Accounts 2023

Strategic Report | Governance | Financial Statements | 203

26. INSURANCE CONTRACTS AND RELATED REINSURANCE continued Sensitivity factor Description of sensitivity factor applied

Interest rate and investment return

The impact of a change in the market interest rates by +/- 1% (e.g. if a current interest rate is 5%, the impact of an immediate change to 4% and 6% respectively). The test consistently allows for similar changes to both assets and liabilities

Expenses

The impact of an increase in maintenance expenses by 10%

Base mortality rates The impact of a decrease in base table mortality rates by 5% applied to both Retirement Income liabilities and loans secured by residential mortgages Mortality improvement rates The impact of a level increase in mortality improvement rates of 10% for both Retirement Income liabilities and LTMs. This sensitivity applies a multiplicative adjustment to the improvement rates. Immediate property price fall The impact of an immediate decrease in the value of properties on loans secured by residential mortgages by 10% Future property price growth The impact of a reduction in future property price growth on loans secured by residential mortgages by 0.5% Future property price volatility The impact of an increase in future property price volatility on loans secured by residential mortgages by 1% Voluntary redemptions The impact of an increase in voluntary redemption rates on loans secured by residential mortgages by 10% Credit defaults The impact of an increase in the credit default assumption of 10bps

Impact of sensitivities

Reinsurance contracts (net) held £m

Insurance contract liabilities £m

Net insurance contract liabilities £m

Valuation of assets £m

Net impact on profit and loss £m

31 December 2023

1,970

(77)

1,893

– –

– –

Fulfilment cash flows

Interest rate and investments +1%

Contractual service margin

1,970

(77)

1,893

(1,933)

(40)

Profit/(loss) before tax Fulfilment cash flows

(2,366)

100

(2,266)

– –

– –

Interest rate and investments -1%

Contractual service margin

(2,366)

100

(2,266)

2,316

49

Profit/(loss) before tax Fulfilment cash flows

(30)

– – –

(30)

– –

– –

31

31

Maintenance expenses +10%

Contractual service margin

1

1

(5)

(5)

Profit/(loss) before tax Fulfilment cash flows

(327)

196

(131)

– –

– –

476 148

(293)

182

Decrease in base mortality by 5%

Contractual service margin

(97)

51

(14)

37

Profit/(loss) before tax Fulfilment cash flows

(178)

106

(72)

– –

– –

263

(172)

91 20

Mortality improvements rates +10%

Contractual service margin

85

(66)

(3)

17

Profit/(loss) before tax Fulfilment cash flows

(46)

2 – 2 2 – 2 1 – 1 1 – 1 9 – 9

(44)

– –

– –

Immediate fall of 10% in house prices

Contractual service margin

(46) (38)

(44) (36)

(68)

(113)

Profit/(loss) before tax Fulfilment cash flows

– –

– –

Future property price growth reduces by 0.5%

Contractual service margin

(38) (18)

(36) (17)

(38)

(74)

Profit/(loss) before tax Fulfilment cash flows

– –

– –

Future property price volatility increase by 1%

Contractual service margin

(18) (24)

(17) (23)

(27)

(44)

Profit/(loss) before tax Fulfilment cash flows

– –

– –

Voluntary redemptions increase by 10%

Contractual service margin

(24)

(23)

19

(4)

Profit/(loss) before tax Fulfilment cash flows

(213)

(204)

– – –

– –

Credit default allowance – increase by 10bps 1

Contractual service margin

(213)

(204)

(204)

Profit/(loss) before tax

1 Over that included in the discount rate section in note 26(b).

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