Regnology’s Post

#SustainableFinanceEU | The European Supervisory Authorities launched a survey of National Competent Authorities to assess the current state of entity-level and product-level voluntary principal adverse impact (PAI) disclosures under the #SFDR, and have developed an overview of good practices and areas that need improvement. Check the annual report → https://lnkd.in/eR6eVCkt.   Highlights 🌱 disclosures appear easier to find on websites compared to the previous year 🌱 when financial market participants do not consider PAI, they should explain the reasons 🌱 financial market participants are generally not disclosing to what extent their investments align with the #ParisAgreement CC: European Banking Authority, European Insurance and Occupational Pensions Authority (EIOPA)

So, the long awaited CTR is out:

On November 7, 2023, European Insurance and Occupational Pensions Authority (EIOPA) published the technical information on relevant structures for risk-free interest rates, the so-called RFR (Risk-Free Rate), with reference to the month of October on its website. Pursuant to the Solvency II Directive EIOPA is held to publish such information periodically. In accordance this obligation, EIOPA monthly disseminates RFR information – commonly used for calculating technical reserves for reinsurance obligations, ensuring consistent calculation across Europe – in a dedicated section on its website. Along with the RFR information EIOPA published the release schedule for 2023, the RFR Technical Documentation, RFR encoding, and FAQs. For more information: Giovanna Aucone #EIOPA #SolvencyII #RiskFreeRate #RFR #TechnicalInformation #InsuranceRegulation #OccupationalPensions #FinancialNews #EuropeanAuthority #InterestRates #ReinsuranceObligations #TechnicalReserves #FinancialReporting #RegulatoryCompliance

This week have been quite intense. On Tuesday I've participated in two events conducted by European Insurance and Occupational Pensions Authority (EIOPA) and #EBA What it was about? #SolvencyII 2.8.0 challenges #DPM 2.0 A lot of information in one day. On first event there were around 700 participants present, most of them are obliged to report Solvency II. New version of taxonomy will be applicable soon. If you are still looking for #datavalidation or #XBRL converter for Solvency II - DM me :) Let's see what can I do for you in that area. Don't put it off. There is still time for smooth and fast implementation. If you would like to get free factsheet about Solvency II 2.8.0 just comment and I will share it with you :) Have a good weekend everyone!

There's still time to join us next week for our topical issues webinar, bringing you up to date on the pensions legal and regulatory issues you need to get to grips with. We'll take a look at: 🔹 The clock is ticking: abolition of the lifetime allowance expected in under six months 🔹 Payback time?: dealing with surplus in DB schemes - some dos and don’ts 🔹 Hot topics: including some recent ESG-related developments and a horizon scan This webinar can count towards your CPD (self-certification only). Sign up for the session now: https://lnkd.in/dwYEZmqG #PensionsUK #DCSchemes #DBSchemes #ESG

Read Martin Tilley's latest article which explores why pension providers need to use their common sense and not make it so difficult and time-consuming for scheme members to transfer pensions if they so wish. Martin says, “I come back to common sense – there is a need to adopt a proportionate and pragmatic approach that balances the need for due diligence and compliance with the need for customer service and satisfaction, embracing technology to streamline and simplify the transfer process, making it more convenient and accessible for members.” https://lnkd.in/etJRt3Js Please comment below to share your thoughts on this topic. #pensionschemes #smes #ssas #ifa

There's still time to join us on Tuesday for our topical issues webinar, bringing you up to date on the pensions legal and regulatory issues you need to get to grips with. We'll take a look at: 🔹 The clock is ticking: abolition of the lifetime allowance expected in under six months 🔹 Payback time?: dealing with surplus in DB schemes - some dos and don’ts 🔹 Hot topics: including some recent ESG-related developments and a horizon scan This webinar can count towards your CPD (self-certification only). Sign up for the session now: https://lnkd.in/dwYEZmqG #PensionsUK #DCSchemes #DBSchemes #ESG

There's still time to join us next week for our topical issues webinar, bringing you up to date on the pensions legal and regulatory issues you need to get to grips with. We'll take a look at: 🔹 The clock is ticking: abolition of the lifetime allowance expected in under six months 🔹 Payback time?: dealing with surplus in DB schemes - some dos and don’ts 🔹 Hot topics: including some recent ESG-related developments and a horizon scan This webinar can count towards your CPD (self-certification only). Sign up for the session now: https://lnkd.in/dwYEZmqG #PensionsUK #DCSchemes #DBSchemes #ESG

A very busy week - client meetings, advice written for pensions/ ISAs etc and two days of training too. 💪 A reminder though of what it’s all about. My daughters birthday party today 🙌. I fear it won’t be as calm as this photo suggests 🙈 Next week looks busy again - upwards of 15 sets of advice to get out ahead of a brief holiday over Easter. ☀️ The tax year end is rapidly approaching- don’t forget to use your allowances whilst you can 👍 #enjoythejourney #financialplanning #investmentmanagement

📈💼 Stay ahead in your financial journey! Our new blog post breaks down annual allowances for pensions and ISAs, giving you a clear picture of how they fit into your wealth strategy. Discover key insights and plan with confidence. Dive into the blog today! https://lnkd.in/e-7GjP3A 💼📚 #AnnualAllowances #FinancialInsights #WealthStrategy