Just Annual Report and Accounts 2023

204 | Just Group PLC | Annual Report and Accounts 2023

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS continued

26. INSURANCE CONTRACTS AND RELATED REINSURANCE continued

Reinsurance contracts (net) held £m

Insurance contract liabilities £m

Net insurance contract liabilities £m

Net impact on profit and loss £m

Valuation of assets £m

31 December 2022 (restated)

Fulfilment cash flows

1,555

(37)

1,518

– –

– –

Interest rate and investments +1%

Contractual service margin

Profit/(loss) before tax Fulfilment cash flows

1,555

(37)

1,518

(1,545)

(28)

(1,860)

47

(1,813)

– –

– –

Interest rate and investments -1%

Contractual service margin

Profit/(loss) before tax Fulfilment cash flows

(1,860)

47

(1,813)

1,838

25

(28)

1 – 1

(27)

– –

– –

Maintenance expenses +10%

Contractual service margin

27

27

Profit/(loss) before tax Fulfilment cash flows

(1)

(5)

(5)

(269)

157

(112)

– –

– –

Decrease in base mortality by 5%

Contractual service margin

428 160

(256)

173

Profit/(loss) before tax Fulfilment cash flows

(99)

60

(13)

47

(160)

86

(74)

– –

– –

Mortality improvements rates +10%

Contractual service margin

253

(155)

98 24

Profit/(loss) before tax Fulfilment cash flows

93

(69)

(4)

20

(59)

3 – 3 2 – 2 1 – 1 1 – 1 5 – 5

(56)

– –

– –

Immediate fall of 10% in house prices

Contractual service margin

Profit/(loss) before tax Fulfilment cash flows

(59) (50)

(56) (48)

(63)

(119)

– –

– –

Future property price growth reduces by 0.5%

Contractual service margin

Profit/(loss) before tax Fulfilment cash flows

(50) (25)

(48) (24)

(37)

(85)

– –

– –

Future property price volatility increase by 1%

Contractual service margin

Profit/(loss) before tax Fulfilment cash flows

(25) (33)

(24) (32)

(26)

(49)

– –

– –

Voluntary redemptions increase by 10%

Contractual service margin

Profit/(loss) before tax Fulfilment cash flows

(33)

(32)

19

(13)

(170)

(165)

– – –

– –

Credit default allowance – increase by 10bps 1

Contractual service margin

Profit/(loss) before tax

(170)

(165)

(165)

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

A guide to the sensitivity table is provided below:

Metric

Impact

Fulfilment cash flows

Positive values represent cash inflows or lower cash outflows resulting in reductions in insurance contract liabilities or an increase in reinsurance contracts assets. Negative values represent cash outflows or higher cash outflows resulting in increased insurance contract liabilities or a decrease in reinsurance contracts assets.

Contractual service margin Positive values represent a reduction in the CSM Negative values represent an increase in the CSM Profit/(loss) before tax

Profit – increase in pre-tax profit (Loss) – decrease in pre-tax profit Sensitivities can result in an opposite impact on Profit/(loss) before and after allowance for the CSM due to the impact of the use of locked-in rates for the CSM.

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