Just Annual Report and Accounts 2023

Strategic Report | Governance | Financial Statements | 29

Year ended 31 December 2023

Statutory accounts format

Other income, expenses and associates £m

Other finance costs £m

Quote date difference £m

CSM deferral £m

Adjusted total £m

Insurance result £m

Investment result £m

Reported £m

PBT £m

355

(12)

(343)

– – –

New business profit CSM amortisation

(62)

62

Net underlying CSM increase In-force operating profit: Investment return earned on surplus assets

293

(12)

(281)

94 28 62

94 28 62

94 28

94 28 62

Release of allowances for credit default

129

(67)

CSM amortisation

Release of risk adjustment for non-financial risk

7

7

7

7

Other Group companies’ operating results Development expenditure

(22) (17) (68)

(22) (17) (68)

(22) (17)

(22) (17) (68)

(68) (68)

Finance costs

Underlying operating profit Operating experience and assumption changes

377

(12)

(281)

84

136

55

(39)

84

52

(67)

(15)

(18)

3

(15)

Adjusted operating profit before tax Investment and economic movements

429

(12)

(348)

69

92

12

104

215

(70)

(41) (17)

104

(17)

(17)

(17)

Strategic expenditure

Interest adjustment to reflect IFRS accounting for Tier 1 notes as equity

16

16

16

16

Adjusted profit before tax Deferral of profit in CSM

520

(348)

172

(348)

348

Profit before tax

172

172

118

273

(122)

(97)

172

The rows and first numeric column of this table present the alternative profit measure (APM) format as presented in the Underlying operating profit section on page 24 and Reconciliation of Underlying operating profit to IFRS profit before tax section on page 26. The Quote date difference adjustment is made because Just bases its assessment of new business profitability for management purposes on the economic parameters prevailing at the quote date of the business instead of completion dates as required by IFRS 17 (see new business profit reconciliation on page 227). The CSM deferral column presents how elements of the APM basis result are deferred in the CSM reserve held on the IFRS balance sheet consistent with the table on page 33. Under IFRS 17, new business profits and the impact of changes to estimates of future cash flows are deferred in the CSM reserve for release over the life of contracts (see accounting policy note 1.5.6). The adjusted total column is then transposed in the columns on the right-hand side into the IFRS statutory accounts Consolidated statement of comprehensive income format as presented on page 137. Figures are presented on a net of reinsurance basis. Investment return on surplus assets and Release of allowance for credit default are recognised within the investment result in the IFRS Statement of Comprehensive income. CSM amortisation includes recognition of services provided within IFRS Insurance result and the unwind of discounting in the IFRS Investment result. The insurance service result of £118m (2022: £99m) represents the excess of insurance revenue over insurance service expenses, with the year on year increase attributable to a higher release from CSM reserve as an additional year of new business is added, partly offset by higher external investment management expenses. The net investment result of £273m (2022: £(454)m loss) represents the difference between the total investment return and the finance charge in respect of insurance reserves attributable to unwinding of discounting and changes in discount rates. In 2023, this net profit is attributable to the return on surplus funds, the emergence of credit default margins, and the effects of investment into higher yielding assets. Other finance costs of £122m (2022: £57m) represent the costs of servicing tier 2 and tier 3 debt and repurchase agreements in connection with the amortised cost gilt portfolio established in 2023. Other income, expenses and associates of £97m loss (2022: £82m loss) represent the results from the Group’s non-insurance businesses and expenses not attributed to insurance contracts in force.

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