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S.22.01 — Impact of long term guarantees measures and transitionals

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S.22.01 — Impact of long term guarantees measures and transitionals

General comments:

This section relates to annual submission of information for individual entities.

This template is relevant when at least one long term guarantee measure or transitional is used by the undertaking.

This template shall reflect the impact on the financial positions when no transitional is used and each LTG measures or transitional is set to zero. For that purpose, a cumulative step–by– step approach shall be followed taking out each transitional and LTG measure one by one and without recalculating the impact of the remaining measures after each step.

The impacts need to be reported positive if they increase the amount of the item being reported and negative if they decrease the amount of the item (e.g. if amount of SCR increases or if amount of Own Funds increases then positive values shall be reported).

ITEM INSTRUCTIONS
C0010/R0010 Amount with
LTG measures
and transitionals

Technical
Provisions
Total amount of gross technical provisions
including
long term guarantee measures and transitional measures
C0020/R0010 Without
transitional on
technical
provisions —
Technical
Provisions
Total amount of gross technical provisions
without the
adjustment due to the transitional deduction to technical
provisions, but keeping adjustments due to the volatility
adjustment and the matching adjustment.
If transitional deduction to technical provisions is not
applicable report the same amount as in C0010.
C0030/R0010 Impact of
transitional on
technical
Amount of the adjustment to the gross technical
provisions
due to the application of the transitional
deduction to technical provisions.
provisions —
Technical
provisions
It shall be the difference between the technical
provisions without transitional deduction to technical
provisions and the technical provisions with LTG and
transitional measures.
C0040/R0010 Without
transitional on
interest rate —
Technical
Provisions
Total amount of gross technical provisions
without the
adjustment due to the transitional adjustment to the
relevant risk-free interest rate term structure, but
keeping adjustments due to the volatility adjustment and
the matching adjustment (‘MA’).
If transitional adjustment to the relevant risk-free
interest rate
term structure is not applicable report the
same amount as in C0020.
C0050/R0010 Impact of
transitional on
Amount of the adjustment to the gross technical
provisions
due to the application of the transitional
interest rate —
Technical
provisions
adjustment to the relevant risk-free interest rate term
structure.
It shall be the difference between the technical
provisions without transitional adjustment to the
relevant risk-free interest rate term structure and the
technical provisions with LTG and transitional
measures.
C0060/R0010 Without
volatility
adjustment and
without other
transitional
measures —
Technical
Provisions
Total amount of gross technical provisions
without the
adjustments due to the transitional deduction to
technical provisions, the transitional adjustment to the
relevant risk-free interest rate term structure and the
volatility adjustment, but keeping adjustments due to the
matching adjustment, if any.
If volatility adjustment is not applicable report the same
amount as in C0040.
C0070/R0010 Impact of
volatility
adjustment set
to zero —
Technical
provisions
Amount of the adjustment to the gross technical
provisions
due to the application of the volatility
adjustment. It shall reflect the impact of setting
the
volatility adjustment to zero.
It shall be the difference between the technical
provisions without volatility adjustment and without
other transitional measures and the maximum between
the technical provisions reported under C0010, C0020
and C0040.
C0080/R0010 Without
matching
adjustment and
without all the
others —
Technical
Provisions
Total amount of gross technical provisions
without any
LTG measure.
If matching adjustment is not applicable report the same
amount as in C0060.
C0090/R0010 Impact of
matching
adjustment set
to zero —
Technical
Provisions
Amount of the adjustment to the gross technical
provisions
due to the application of the matching
adjustment. It shall include the impact of setting the
volatility adjustment and the matching adjustment to
zero.
It shall be the difference between the technical
provisions without matching adjustment and without all
the other transitional measures and the maximum
between the technical provisions reported under C0010,
C0020, C0040 and
C0060.
C0100/R0010 Impact of all
LTG measures
and transitionals

Technical
Provisions
Amount of the adjustment to the gross technical
provisions
due to the application of the LTG measures
and transitionals.
C0010/R0020 Amount with
LTG measures
and transitionals

Basic own
funds
Total amount of basic own funds calculated considering
technical provisions including the adjustments due to the
long-term
guarantee measures and transitional measures.
C0020/R0020 Without
transitional on
technical
provisions —
Basic own funds
Total amount of basic own funds calculated considering
technical provisions without the adjustment due to the
transitional deduction to technical provisions, but
keeping the adjustments due to the volatility adjustment
and the matching adjustment.
If transitional deduction to technical provisions is not
applicable report the same amount as in C0010.
C0030/R0020 Impact of
transitional on
technical
provisions —
Basic own funds
Amount of the adjustment to the Basic own funds due to
the application of the transitional deduction to technical
provisions.
It shall be the difference between the basic own funds
calculated considering the technical provisions without
transitional deduction to technical provisions and the
basic own funds calculated with the technical provisions
with LTG and transitional measures.
C0040/R0020 Without
transitional on
interest rate —
Basic own funds
Total amount of basic own funds calculated considering
technical provisions without the adjustment due to the
transitional adjustment to the relevant risk-free interest
rate term structure, but keeping the adjustments due to
the volatility adjustment and the matching adjustment.
If transitional adjustment to the relevant risk-free
interest rate term structure is not applicable report the
same amount as in C0020.
C0050/R0020 Impact of
transitional on
interest rate —
Basic own funds
Amount of the adjustment to the basic own funds due to
the application of the transitional adjustment to the
relevant risk-free interest
rate term structure.
It shall be the difference between the basic own funds
calculated considering the technical provisions without
transitional adjustment to the relevant risk-free interest
rate term structure and the basic own funds calculated
with the technical provisions reported under C0020.
C0060/R0020 Without
volatility
Total amount of basic own funds calculated considering
technical provisions without the adjustments due to the
adjustment and
without other
transitional
measures —
Basic own funds
transitional deduction to technical provisions, the
transitional adjustment to the relevant risk-free interest
rate term structure and the volatility adjustment, but
keeping the adjustments due to the matching adjustment.
If volatility adjustment is not applicable report the same
amount as in C0040.
C0070/R0020 Impact of
volatility
adjustment set
to zero —
Basic
own funds
Amount of the adjustment to the Basic own funds due to
the application of the volatility adjustment. It shall
reflect the impact of setting the volatility adjustment to
zero.
It shall be the difference between the basic own funds
calculated considering the technical provisions without
volatility adjustment and without other transitional
measures and the basic own funds calculated with the
technical provisions reported under C0040.
C0080/R0020 Without
matching
adjustment and
without all the
others —
Basic
own funds
Total amount of basic own funds calculated considering
technical provisions without any LTG measure.
If matching adjustment is not applicable report the same
amount as in C0060.
C0090/R0020 Impact of
matching
adjustment set
to zero —
Basic
own funds
Amount of the adjustment to the basic own funds due to
the application of the matching adjustment. It shall
include the impact of setting the volatility adjustment
and the matching adjustment to zero.
It shall be the difference between the basic own funds
calculated considering the technical provisions without
matching adjustment and without all the other
transitional
measures and the basic own funds calculated
with the technical provisions reported under C0060.
C0100/R0020 Impact of all
LTG measures
and transitionals

Basic own
funds
Amount of the adjustment to the basic own funds due to
the application of the LTG
measures and transitionals.
C0010/R0030 Amount with
LTG measures
and transitionals

Basic own
funds —
Excess
of assets over
liabilities
Total amount of excess of assets over liabilities
calculated considering technical provisions including the
adjustments due to the long-term
guarantee measures
and transitional measures.
C0020/R0030 Without
transitional on
technical
provisions —
Basic own funds

Excess of
assets over
liabilities
Total amount of excess of assets over liabilities
calculated considering technical provisions without the
adjustment due to the transitional deduction to technical
provisions, but keeping the adjustments due to the
volatility adjustment and the matching adjustment.
If transitional deduction to technical provisions is not
applicable report the same amount as in C0010.
C0030/R0030 Impact of
transitional on
technical
provisions —
Basic own funds

Excess of
assets over
liabilities
Amount of the adjustment to the excess of assets over
liabilities due to the application of the transitional
deduction to technical provisions.
It shall be the difference between the excess of assets
over liabilities calculated considering the technical
provisions without transitional deduction to technical
provisions and the excess of assets over liabilities
calculated with the technical provisions with LTG and
transitional measures.
C0040/R0030 Without
transitional on
interest rate —
Basic own funds

Excess of
assets over
liabilities
Total amount of excess of assets over liabilities
calculated considering technical provisions without the
adjustment due to the transitional adjustment to the
relevant risk-free interest rate term structure, but
keeping the adjustments due to the volatility adjustment
and the matching adjustment.
If transitional adjustment to the relevant risk-free
interest rate term structure is not applicable report the
same amount as in C0020.
C0050/R0030 Impact of
transitional on
interest rate —
Basic own funds

Excess of
assets over
liabilities
Amount of the adjustment to the excess of assets over
liabilities due to the application of the transitional
adjustment to the relevant risk-free interest rate term
structure.
It shall be the difference between the excess of assets
over liabilities calculated considering the technical
provisions without transitional adjustment to the
relevant risk-free interest rate term structure and the
excess of assets over liabilities calculated with the
technical provisions reported under C0020.
C0060/R0030 Without
volatility
adjustment and
without other
transitional
measures —
Basic own funds

Excess of
Total amount of excess of assets over liabilities
calculated considering technical provisions without the
adjustments due to the transitional deduction to
technical provisions, the transitional adjustment to the
relevant risk-free interest rate term structure and the
volatility adjustment, but keeping the adjustments due to
the matching adjustment.
assets over
liabilities
If volatility adjustment is not applicable report the same
amount as in C0040.
C0070/R0030 Impact of
volatility
adjustment set
to zero —
Basic
own funds —
Excess of assets
over liabilities
Amount of the adjustment to the excess of assets over
liabilities due to the application of the volatility
adjustment. It shall reflect the impact of setting the
volatility adjustment to zero.
It shall be the difference between the excess of assets
over liabilities calculated considering the technical
provisions without volatility adjustment and without
other transitional measures and the excess of assets over
liabilities calculated with the technical provisions
reported under C0040.
C0080/R0030 Without
matching
adjustment and
without all the
others —
Basic
own funds —
Excess of assets
over liabilities
Total amount of excess of assets over liabilities
calculated considering Technical provisions without any
LTG measure.
If matching adjustment is not applicable report the same
amount as in C0060.
C0090/R0030 Impact of
matching
adjustment set
to zero —
Basic
own funds —
Excess of assets
over liabilities
Amount of the adjustment to the excess of assets over
liabilities due to the application of the matching
adjustment. It shall include the impact of setting the
volatility adjustment and the matching adjustment to
zero.
It shall be the difference between the excess of assets
over liabilities calculated considering the technical
provisions without matching adjustment and without all
the other transitional measures and the excess of assets
over liabilities calculated with the technical provisions
reported under C0060.
C0100/R0030 Impact of all
LTG measures
and transitionals

Basic own
funds —
Excess
of assets over
liabilities
Amount of the adjustment to the excess of assets over
liabilities due to the application of the LTG measures
and transitionals.
C0010/R0040 Amount with
LTG measures
and transitionals

Basic own
funds —
Restricted own
funds due to
Total amount of restricted own funds due to ring–
fencing calculated considering technical provisions
including the adjustments due to the long-term
guarantee measures and transitional measures.
ring–fencing
and matching
portfolio
C0020/R0040 Without
transitional on
technical
provisions —
Basic own funds

Restricted
own funds due
to ring–fencing
and matching
portfolio
Total amount of restricted own funds due to ring–
fencing calculated considering technical provisions
without the adjustment due to the transitional deduction
to technical provisions, but keeping the adjustments due
to the volatility adjustment and the matching adjustment.
If transitional deduction to technical provisions is not
applicable report the same amount as in C0010.
C0030/R0040 Impact of
transitional on
technical
provisions —
Basic own funds

Restricted
own funds due
to ring–fencing
and matching
portfolio
Amount of the adjustment to the restricted own funds
due to ring–fencing due to the application of the
transitional deduction to technical provisions.
It shall be the difference between the restricted own
funds due to ring–fencing calculated considering the
technical provisions without transitional deduction to
technical provisions and the restricted own funds due to
ring–fencing calculated with the technical provisions
with LTG and transitional measures.
C0040/R0040 Without
transitional on
interest rate —
Basic own funds

Restricted
own funds due
to ring–fencing
and matching
portfolio
Total amount of restricted own funds due to ring–
fencing calculated considering technical provisions
without the adjustment due to the transitional adjustment
to the relevant risk-free interest rate term structure, but
keeping the adjustments due to the volatility adjustment
and the matching adjustment.
If transitional adjustment to the relevant risk-free
interest rate term structure is not applicable report the
same amount as in C0020.
C0050/R0040 Impact of
transitional on
interest rate —
Basic own funds

Restricted
own funds due
to ring–fencing
and matching
portfolio
Amount of the adjustment to the restricted own funds
due to ring–fencing due to the application of the
transitional adjustment to the relevant risk-free interest
rate term structure.
It shall be the difference between the restricted own
funds due to ring–fencing calculated considering the
technical provisions without transitional adjustment to
the relevant risk-free interest rate term structure and the
restricted own funds due to ring–fencing calculated with
the technical provisions reported under C0020.
C0060/R0040 Without
volatility
adjustment and
Total amount of restricted own funds due to ring–
fencing calculated considering technical provisions
without the adjustments due to the transitional deduction
without other
transitional
measures —
Basic own funds

Restricted
own funds due
to ring–fencing
and matching
portfolio
to technical provisions, the transitional adjustment to the
relevant risk-free interest rate term structure and the
volatility adjustment, but keeping the adjustments due to
the matching adjustment.
If volatility adjustment is not applicable report the same
amount as in C0040.
C0070/R0040 Impact of
volatility
adjustment set
to zero —
Basic
own funds —
Restricted own
funds due to
ring–fencing
and matching
portfolio
Amount of the adjustment to the restricted own funds
due to ring–fencing due to the application of the
volatility adjustment. It shall reflect the impact of setting
the volatility adjustment to zero.
It shall be the difference between the restricted own
funds due to ring–fencing calculated considering the
technical provisions without volatility adjustment and
without other transitional measures and the restricted
own funds due to ring–fencing calculated with the
technical provisions reported under C0040.
C0080/R0040 Without
matching
adjustment and
without all the
others —
Basic
own funds —
Restricted own
funds due to
ring–fencing
and matching
portfolio
Total amount of restricted own funds due to ring–
fencing calculated considering technical provisions
without any LTG measure.
If matching adjustment is not applicable report the same
amount as in C0060.
C0090/R0040 Impact of
matching
adjustment set
to zero —
Basic
own funds —
Restricted own
funds due to
ring–fencing
and matching
portfolio
Amount of the adjustment to the restricted own funds
due to ring–fencing due to the application of the
matching adjustment. It shall include the impact of
setting the volatility adjustment and the matching
adjustment to zero.
It shall be the difference between the restricted own
funds due to ring–fencing calculated considering the
technical provisions without matching adjustment and
without all the other transitional measures and the
restricted own funds due to ring–fencing calculated with
the technical provisions reported under C0060.
C0100/R0040 Impact of all
LTG measures
and transitionals

Basic own
funds —
Amount of the adjustment to the restricted own funds
due to ring–fencing due to the application of the LTG
measures and transitionals.
Restricted own
funds due to
ring–fencing
and matching
portfolio
C0010/R0050 Amount with
LTG measures
and transitionals

Eligible own
funds to meet
Solvency
Capital
Requirement
Total amount of eligible own funds to meet SCR
calculated considering technical provisions including the
adjustments due to the long-term
guarantee measures
and transitional measures.
C0020/R0050 Without
transitional on
technical
provisions —
Eligible own
funds to meet
Solvency
Capital
Requirement
Total amount of eligible own funds to meet SCR
calculated considering technical provisions without the
adjustment due to the transitional deduction to technical
provisions, but keeping the adjustments due to the
volatility adjustment and the matching adjustment.
If transitional deduction to technical provisions is not
applicable report the same amount as in
C0010.
C0030/R0050 Impact of
transitional on
technical
provisions —
Eligible own
funds to meet
Solvency
Capital
Requirement
Amount of the adjustment to the eligible own funds to
meet SCR due to the application of the transitional
deduction to technical
provisions.
It shall be the difference between the eligible own funds
to meet SCR calculated considering the technical
provisions without transitional deduction to technical
provisions and the eligible own funds to meet SCR
calculated with the technical provisions with LTG and
transitional measures.
C0040/R0050 Without
transitional on
interest rate —
Eligible own
funds to meet
Solvency
Capital
Requirement
Total amount of eligible own funds to meet SCR
calculated considering technical provisions without the
adjustment due to the transitional adjustment to the
relevant risk-free interest rate term structure, but
keeping the adjustments due to the volatility adjustment
and the matching adjustment.
If transitional adjustment to the relevant risk-free
interest rate term structure is not applicable report the
same amount as in C0020.
C0050/R0050 Impact of
transitional on
interest rate —
Eligible own
funds to meet
Amount of the adjustment to the eligible own funds to
meet SCR due to the application of the transitional
adjustment to the relevant risk-free interest rate term
structure.
Solvency
Capital
Requirement
It shall be the difference between the eligible own funds
to meet SCR calculated considering the technical
provisions without transitional adjustment to the
relevant risk-free interest rate term structure and the
eligible own funds to meet SCR calculated with the
technical provisions reported under C0020.
C0060/R0050 Without
volatility
adjustment and
without other
transitional
measures —
Eligible own
funds to meet
Solvency
Capital
Requirement
Total amount of eligible own funds to meet SCR
calculated considering technical provisions without the
adjustments due to the transitional deduction to
technical provisions, the transitional adjustment to the
relevant risk-free interest rate term structure and the
volatility adjustment, but keeping the adjustments due to
the matching adjustment.
If volatility adjustment is not applicable report the same
amount as in C0040.
C0070/R0050 Impact of
volatility
adjustment set
to zero —
Eligible own
funds to meet
Solvency
Capital
Requirement
Amount of the adjustment to the eligible own funds to
meet SCR due to the application of the volatility
adjustment. It shall reflect the impact of setting the
volatility adjustment to zero.
It shall be the difference between the eligible own funds
to meet SCR calculated considering the technical
provisions without volatility adjustment and without
other transitional measures and the eligible own funds to
meet SCR calculated with the technical provisions
reported under C0040.
C0080/R0050 Without
matching
adjustment and
without all the
others —
Eligible own
funds to meet
Solvency
Capital
Requirement
Total amount of eligible own funds to meet SCR
calculated considering technical provisions without any
LTG measure.
If matching adjustment is not applicable report the same
amount as in C0060.
C0090/R0050 Impact of
matching
adjustment set
to
zero —
Eligible own
funds to meet
Solvency
Capital
Requirement
Amount of the adjustment to the eligible own funds to
meet SCR due to the application of the matching
adjustment. It shall include the impact of setting the
volatility adjustment and the matching adjustment to
zero.
It shall be the difference between the eligible own funds
to meet SCR calculated considering the technical
provisions without matching adjustment and without all
the other transitional measures and the eligible own
funds to meet SCR
calculated with the technical
provisions reported under C0060.
C0100/R0050 Impact of all
LTG measures
and transitionals

Eligible own
funds to meet
Solvency
Capital
Requirement
Amount of the adjustment to the eligible own funds to
meet SCR due to the application of the LTG measures
and transitionals.
C0010/R0060 Amount with
LTG measures
and transitionals

Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 1
Total amount of eligible own funds to meet SCR–Tier 1
calculated considering technical provisions including the
adjustments due to the long-term
guarantee measures
and transitional measures.
C0020/R0060 Without
transitional on
technical
provisions —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 1
Total amount of eligible own funds to meet SCR–Tier 1
calculated considering technical provisions without the
adjustment due to the transitional deduction to technical
provisions, but keeping the adjustments due to the
volatility adjustment and the matching adjustment.
If transitional deduction to technical provisions is not
applicable report the same amount as in C0010.
C0030/R0060 Impact of
transitional on
technical
provisions —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 1
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 1 due to the application of the
transitional deduction to technical provisions.
It shall be the difference between the eligible own funds
to meet SCR–Tier 1 calculated considering the technical
provisions without transitional deduction to technical
provisions and the eligible own funds to meet SCR–Tier
1 calculated with the technical provisions with LTG and
transitional measures.
C0040/R0060 Without
transitional on
interest rate —
Eligible own
funds to meet
Solvency
Capital
Total amount of eligible own funds to meet SCR–Tier 1
calculated considering technical provisions without the
adjustment due to the transitional adjustment to the
relevant risk-free interest rate term structure, but
keeping the adjustments due to the volatility adjustment
and the matching adjustment.
Requirement –
Tier 1
If transitional adjustment to the relevant risk-free
interest rate term structure is not applicable report the
same amount as in C0020.
C0050/R0060 Impact of
transitional on
interest rate —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 1
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 1 due to the application of the
transitional adjustment to the relevant risk-free interest
rate term structure.
It shall be the difference between the eligible own funds
to meet SCR–Tier 1 calculated considering the technical
provisions without transitional adjustment to the
relevant risk-free interest rate term structure and the
eligible own funds to meet SCR–Tier 1 calculated with
the technical provisions reported under C0020.
C0060/R0060 Without
volatility
adjustment and
without other
transitional
measures —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 1
Total amount of eligible own funds to meet SCR–Tier 1
calculated considering technical provisions without the
adjustments due to the transitional deduction to
technical provisions, the transitional adjustment to the
relevant risk-free interest rate term structure and the
volatility adjustment, but keeping the adjustments due to
the matching adjustment.
If volatility adjustment is not applicable report the same
amount as in C0040.
C0070/R0060 Impact of
volatility
adjustment set
to zero —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 1
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 1 due
to the application of the volatility
adjustment. It shall reflect the impact of setting the
volatility adjustment to zero.
It shall be the difference between the eligible own funds
to meet SCR–Tier 1 calculated considering the technical
provisions without
volatility adjustment and without
other transitional measures and the eligible own funds to
meet SCR–Tier 1 calculated with the technical
provisions reported under C0040.
C0080/R0060 Without
matching
adjustment and
without all the
others —
Eligible own
funds to meet
Solvency
Capital
Total amount of eligible own funds to meet SCR–Tier 1
calculated considering technical provisions without any
LTG measure.
If matching adjustment is not applicable report the same
amount as in C0060.
Requirement –
Tier 1
C0090/R0060 Impact of
matching
adjustment set
to zero —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 1
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 1 due to the application of the matching
adjustment. It shall include the impact of setting the
volatility adjustment and the matching adjustment to
zero.
It shall be the difference between the eligible own funds
to meet SCR–Tier 1 calculated considering the technical
provisions without matching adjustment and without all
the other transitional measures and the eligible own
funds to meet SCR–Tier 1 calculated with the technical
provisions reported under C0060.
C0100/R0060 Impact of all
LTG measures
and transitionals

Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 1
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 1 due to the application of the LTG
measures and transitionals.
C0010/R0070 Amount with
LTG measures
and transitionals

Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 2
Total amount of eligible own funds to meet SCR–Tier 2
calculated considering technical provisions including the
adjustments due to the long-term
guarantee measures
and transitional measures.
C0020/R0070 Without
transitional on
technical
provisions —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 2
Total amount of eligible own funds to meet SCR–Tier 2
calculated considering technical provisions without the
adjustment due to the transitional deduction to technical
provisions, but keeping the adjustments due to the
volatility adjustment and the matching adjustment.
If transitional deduction to technical provisions is not
applicable report the same amount as in C0010.
C0030/R0070 Impact of
transitional on
technical
provisions —
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 2 due to the application of the
transitional deduction to technical provisions.
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 2
It shall be the difference between the eligible own funds
to meet SCR–Tier 2 calculated considering the technical
provisions without transitional deduction to technical
provisions and the eligible own funds to meet SCR–Tier
2 calculated with the technical provisions with LTG and
transitional measures.
C0040/R0070 Without
transitional on
interest rate —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 2
Total amount of eligible own funds to meet SCR–Tier 2
calculated considering technical provisions without the
adjustment due to the transitional adjustment to the
relevant risk-free interest rate term structure, but
keeping the adjustments due to the volatility adjustment
and the matching adjustment.
If transitional adjustment to the relevant risk-free
interest rate term structure is not applicable report the
same amount as in C0020.
C0050/R0070 Impact of
transitional on
interest rate —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 2
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 2 due to the application of the
transitional adjustment to the relevant risk-free interest
rate term structure.
It shall be the difference between the eligible own funds
to meet SCR–Tier 2 calculated considering the technical
provisions without transitional adjustment to the
relevant risk-free interest rate term structure and the
eligible own funds to meet SCR–Tier 2 calculated with
the technical provisions reported under C0020.
C0060/R0070 Without
volatility
adjustment and
without other
transitional
measures —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 2
Total amount of eligible own funds to meet SCR–Tier 2
calculated considering technical provisions without the
adjustments due to the transitional deduction to
technical provisions, the transitional adjustment to the
relevant risk-free interest rate term structure and the
volatility adjustment, but keeping the adjustments due to
the matching adjustment.
If volatility adjustment is not applicable report the same
amount as in C0040.
C0070/R0070 Impact of
volatility
adjustment set
to zero —
Eligible own
funds to meet
Solvency
Capital
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 2 due to the application of the volatility
adjustment. It shall reflect the impact of setting the
volatility adjustment to zero.
It shall be the difference between the eligible own funds
to meet SCR–Tier 2 calculated considering the technical
provisions without volatility adjustment and without
other transitional measures and the eligible own funds to
Requirement – meet SCR–Tier 2 calculated with the technical
Tier 2 provisions reported under C0040.
C0080/R0070 Without
matching
adjustment and
Total amount of eligible own funds to meet SCR–Tier 2
calculated considering technical provisions without any
LTG measure.
without all the
others —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 2
If matching adjustment is not applicable report the same
amount as in C0060.
C0090/R0070 Impact of
matching
adjustment set
to zero —
Eligible own
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 2 due to the application of the matching
adjustment. It shall include the impact of setting the
volatility adjustment and the matching adjustment to
zero.
funds to meet
Solvency
Capital
Requirement –
Tier 2
It shall be the difference between the eligible own funds
to meet SCR–Tier 2 calculated considering the technical
provisions without matching adjustment and without all
the other transitional measures and the eligible own
funds to meet SCR–Tier 2 calculated with the technical
provisions reported under C0060.
C0100/R0070 Impact of all
LTG measures
and transitionals

Eligible own
funds to meet
Solvency
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 2 due to the application of the LTG
measures and transitionals.
Capital
Requirement –
Tier 2
C0010/R0080 Amount with
LTG measures
and transitionals

Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 3
Total amount of eligible own funds to meet SCR–Tier 3
calculated considering technical provisions including the
adjustments due to the long-term
guarantee measures
and transitional measures.
C0020/R0080 Without
transitional on
technical
Total amount of eligible own funds to meet SCR–Tier 3
calculated considering technical provisions without the
adjustment due to the transitional deduction to technical
provisions —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 3
provisions, but keeping the adjustments due to the
volatility adjustment and the matching adjustment.
If transitional deduction to technical provisions is not
applicable report
the same amount as in C0010.
C0030/R0080 Impact of
transitional on
technical
provisions —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 3
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 3 due to the application of the
transitional deduction to technical provisions.
It shall be the difference between the eligible own funds
to meet SCR–Tier 3 calculated considering the technical
provisions without transitional deduction to technical
provisions and the eligible own funds
to meet SCR–Tier
3 calculated with the technical provisions with LTG and
transitional measures.
C0040/R0080 Without
transitional on
interest rate —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 3
Total amount of eligible own funds to meet SCR–Tier 3
calculated considering technical provisions without the
adjustment due to the transitional adjustment to the
relevant risk-free interest rate term structure, but
keeping the adjustments due to the volatility adjustment
and the matching adjustment.
If transitional adjustment to the relevant risk-free
interest rate term structure is not applicable report the
same amount as in C0020.
C0050/R0080 Impact of
transitional on
interest rate —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 3
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 3 due to the application of the
transitional adjustment to the relevant risk-free interest
rate term structure.
It shall be the difference between the eligible own funds
to meet SCR–Tier 3 calculated considering the technical
provisions without transitional adjustment to the
relevant risk-free interest rate term structure and the
eligible own funds to meet SCR–Tier 3 calculated with
the technical provisions reported under C0020.
C0060/R0080 Without
volatility
adjustment and
without other
transitional
measures —
Eligible own
funds to meet
Solvency
Capital
Total amount of eligible own funds to meet SCR–Tier 3
calculated considering technical provisions without the
adjustments due to the transitional deduction to
technical provisions, the transitional adjustment to the
relevant risk-free interest rate term structure and the
volatility adjustment, but keeping the adjustments due to
the matching adjustment.
If volatility adjustment is not applicable report the same
amount as in C0040.
Requirement –
Tier 3
C0070/R0080 Impact of
volatility
adjustment set
to zero —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 3
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 3 due to the application of the volatility
adjustment. It shall reflect the impact of setting the
volatility adjustment to zero.
It shall be the difference between the eligible own funds
to meet SCR–Tier 3 calculated considering the technical
provisions without volatility adjustment and without
other transitional measures and the eligible own funds to
meet SCR–Tier 3 calculated with the technical
provisions reported under C0040.
C0080/R0080 Without
matching
adjustment and
without all the
others —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 3
Total amount of eligible own funds to meet SCR–Tier 3
calculated considering technical provisions without any
LTG measure.
If matching adjustment is not applicable report the same
amount as in C0060.
C0090/R0080 Impact of
matching
adjustment set
to zero —
Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 3
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 3 due to the application of the matching
adjustment. It shall include the impact of setting the
volatility adjustment and the matching adjustment to
zero.
It shall be the difference between the eligible own funds
to meet SCR–Tier 3 calculated considering the technical
provisions without matching adjustment and without all
the other transitional measures and the eligible own
funds to meet SCR–Tier 3 calculated with the technical
provisions reported under C0060.
C0100/R0080 Impact of all
LTG measures
and transitionals

Eligible own
funds to meet
Solvency
Capital
Requirement –
Tier 3
Amount of the adjustment to the eligible own funds to
meet SCR–Tier 3 due to the application of the LTG
measures and transitionals.
C0010/R0090 Amount with
LTG measures
and transitionals

Solvency
Capital
Requirement
Total amount of SCR calculated considering technical
provisions including the adjustments due to the long
term
guarantee measures and transitional measures
C0020/R0090 Without
transitional on
technical
provisions –
Solvency
Capital
Requirement
Total amount of SCR calculated considering technical
provisions without the adjustment due to the transitional
deduction to technical provisions, but keeping the
adjustments due to the volatility adjustment and the
matching adjustment.
If transitional deduction to technical provisions is not
applicable report the same amount as in C0010.
C0030/R0090 Impact of
transitional on
technical
provisions —
Solvency
Capital
Requirement
Amount of the adjustment to the SCR due to the
application of the transitional deduction to technical
provisions.
It shall be the difference between the SCR calculated
considering the technical provisions without transitional
deduction to technical provisions and the SCR
calculated with the technical provisions with LTG and
transitional measures.
C0040/R0090 Without
transitional on
interest rate —
Solvency
Capital
Requirement
Total amount of SCR calculated considering technical
provisions without the adjustment due to the transitional
adjustment to the relevant risk-free interest rate term
structure, but keeping the adjustments due to the
volatility adjustment and the matching adjustment.
If transitional adjustment to the relevant risk-free
interest rate term structure is not applicable report the
same amount as in C0020.
C0050/R0090 Impact of
transitional on
interest rate —
Solvency
Capital
Requirement
Amount of the adjustment to the SCR due to the
application of the transitional adjustment to the relevant
risk-free interest rate term structure.
It shall be the difference between the SCR calculated
considering the technical provisions without transitional
adjustment to the relevant risk-free interest rate term
structure and the SCR calculated with the technical
provisions reported under C0020.
C0060/R0090 Without
volatility
adjustment and
without other
transitional
measures —
Total amount of SCR calculated considering Technical
provisions without the adjustments due to the
transitional deduction to technical provisions, the
transitional adjustment to the relevant risk-free interest
rate term structure and the volatility adjustment, but
keeping the adjustments due to the matching adjustment.
C0070/R0090 Solvency
Capital
Requirement
Impact of
volatility
adjustment set
to zero —
Solvency
Capital
Requirement
If volatility adjustment is not applicable report the same
amount as in C0040.
Amount of the adjustment to the SCR due to the
application of the volatility adjustment. It shall reflect
the impact of setting the volatility adjustment to zero.
It shall be the difference between the SCR calculated
considering the technical provisions without volatility
adjustment and without other transitional measures and
the SCR calculated with the technical provisions
reported under C0040.
C0080/R0090 Without
matching
adjustment and
without all the
others —
Solvency
Capital
Requirement
Total amount of SCR calculated considering Technical
provisions without any LTG measure.
If matching adjustment is not applicable report the same
amount as in C0060.
C0090/R0090 Impact of
matching
adjustment set
to zero —
Solvency
Capital
Requirement
Amount of the adjustment to the SCR due to the
application of the matching adjustment. It shall include
the impact of setting the volatility adjustment and the
matching adjustment to zero.
It shall be the difference between the SCR calculated
considering the technical provisions without matching
adjustment and without all the other transitional
measures and the SCR calculated with the technical
provisions reported under C0060.
C0100/R0090 Impact of all
LTG measures
and transitionals

Solvency
Capital
Requirement
Amount of the adjustment to the SCR due to the
application of the LTG measures and transitionals.
C0010/R0100 Amount with
LTG measures
and transitionals

Eligible own
funds to meet
Minimum
Capital
Requirement
Total amount of eligible own funds to meet MCR
calculated considering technical provisions including the
adjustments due to the long-term
guarantee measures
and transitional measures.
C0020/R0100 Without
transitional on
Total amount of eligible own funds to meet MCR
calculated considering technical provisions without the
technical
provisions —
Eligible own
funds to meet
Minimum
Capital
Requirement
adjustment due to the transitional deduction to technical
provisions, but keeping the adjustments due to the
volatility adjustment and the matching adjustment.
If transitional deduction to technical provisions is not
applicable report the same amount as in C0010.
C0030/R0100 Impact of
transitional on
technical
provisions —
Eligible own
funds to meet
Minimum
Capital
Requirement
Amount of the adjustment to the eligible own funds to
meet MCR due to the application of the transitional
deduction to technical provisions.
It shall be
the difference between the eligible own funds
to meet MCR calculated considering the technical
provisions without transitional deduction to technical
provisions and the eligible own funds to meet MCR
calculated with the technical provisions with LTG and
transitional measures.
C0040/R0100 Without
transitional on
interest rate —
Eligible own
funds to meet
Minimum
Capital
Requirement
Total amount of eligible own funds to meet MCR
calculated considering technical provisions without the
adjustment due to the
transitional adjustment to the
relevant risk-free interest rate term structure, but
keeping the adjustments due to the volatility adjustment
and the matching adjustment.
If transitional adjustment to the relevant risk-free
interest rate term structure is not applicable report the
same amount as in C0020.
C0050/R0100 Impact of
transitional on
interest rate —
Eligible own
funds to meet
Minimum
Capital
Requirement
Amount of the adjustment to the Eligible own funds to
meet MCR due to the application of the transitional
adjustment to the relevant risk-free interest rate term
structure.
It shall be the difference between the eligible own funds
to meet MCR calculated considering the technical
provisions without transitional adjustment to the
relevant risk-free interest rate term structure and the
eligible own funds to meet MCR calculated with the
technical provisions reported under C0020.
C0060/R0100 Without
volatility
adjustment and
without other
transitional
measures —
Eligible own
funds to meet
Minimum
Total amount of Eligible own funds to meet MCR
calculated considering Technical provisions without the
adjustments due to the transitional deduction to
technical provisions, the transitional adjustment to the
relevant risk-free interest rate term structure and the
volatility adjustment, but keeping the adjustments due to
the matching adjustment.
If volatility adjustment is not applicable report the same
amount as in C0040.
C0070/R0100 Capital
Requirement
Impact of
volatility
adjustment set
Amount of the adjustment to the Eligible own funds to
meet MCR due to the application of the volatility
adjustment. It shall reflect the impact of setting the
to zero —
Eligible own
funds to meet
Minimum
Capital
Requirement
volatility adjustment to zero.
It shall be the difference between the eligible own funds
to meet MCR calculated considering the technical
provisions without volatility adjustment and without
other transitional measures and the eligible own funds to
meet MCR calculated with the technical provisions
reported under C0040.
C0080/R0100 Without
matching
adjustment and
without all the
others —
Eligible own
funds to meet
Minimum
Capital
Requirement
Total amount of Eligible own funds to meet MCR
calculated considering Technical provisions without any
LTG measure.
If matching adjustment is not applicable report the same
amount as in C0060.
C0090/R0100 Impact of
matching
adjustment set
to zero —
Eligible own
Amount of the adjustment to the Eligible own funds to
meet MCR due to the application of the matching
adjustment. It shall include the impact of setting the
volatility adjustment and the matching adjustment to
zero.
funds to meet
Minimum
Capital
Requirement
It shall be the difference between the eligible own funds
to meet MCR calculated considering the technical
provisions without matching adjustment and without all
the other transitional measures and the eligible own
funds to meet MCR calculated with
the technical
provisions reported under C0060.
C0100/R0100 Impact of all
LTG measures
and transitionals

Eligible own
funds to meet
Minimum
Capital
Requirement
Amount of the adjustment to the Eligible own funds to
meet MCR due to the application of the LTG measures
and transitionals.
C0010/R0110 Amount with
LTG measures
and transitionals

Minimum
Total amount of MCR calculated considering technical
provisions including the adjustments due to the long
term
guarantee measures and transitional measures.
C0020/R0110 Capital
Requirement
Without
transitional on
technical
provisions —
Minimum
Capital
Requirement
Total amount of MCR calculated considering technical
provisions without the adjustment due to the transitional
deduction to technical provisions, but keeping the
adjustments due to the volatility adjustment and the
matching adjustment.
If transitional deduction to technical provisions is not
applicable report the same amount as in C0010.
C0030/R0110 Impact of
transitional on
technical
provisions —
Minimum
Capital
Requirement
Amount of the adjustment to the MCR due to the
application of the transitional deduction to technical
provisions.
It shall be the difference between the MCR calculated
considering the technical provisions without transitional
deduction to technical provisions and the MCR
calculated with the technical provisions with LTG and
transitional measures.
C0040/R0110 Without
transitional on
interest rate —
Minimum
Capital
Requirement
Total amount of MCR calculated considering technical
provisions without the adjustment due to the transitional
adjustment to the relevant risk-free interest rate term
structure, but keeping the adjustments due to the
volatility adjustment and the matching adjustment.
If transitional adjustment to the relevant risk-free
interest rate term structure is not applicable report the
same amount as in C0020.
C0050/R0110 Impact of
transitional on
interest rate —
Minimum
Capital
Requirement
Amount of the adjustment to the MCR due to the
application of the transitional adjustment to the relevant
risk-free interest rate term structure.
It shall be the difference between the MCR calculated
considering the technical provisions without transitional
adjustment to the relevant risk-free
interest rate term
structure and MCR calculated with the technical
provisions reported under C0020.
C0060/R0110 Without
volatility
adjustment and
without other
transitional
measures —
Minimum
Capital
Requirement
Total amount of MCR calculated considering technical
provisions without the adjustments due to the
transitional deduction to technical provisions, the
transitional adjustment to the relevant risk-free interest
rate term structure and the volatility adjustment, but
keeping the adjustments due to the matching adjustment.
If volatility adjustment is not applicable report the same
amount as in C0040.
C0070/R0110 Impact of
volatility
adjustment set
to zero —
Minimum
Capital
Requirement
Amount of the adjustment to the MCR due to the
application of the volatility adjustment. It shall reflect
the impact of setting the volatility adjustment to zero.
It shall be the difference between the MCR calculated
considering the technical provisions without volatility
adjustment and without other transitional measures and
the MCR calculated with the technical provisions
reported under C0040.
C0080/R0110 Without
matching
adjustment and
without all the
others —
MCR
Total amount of MCR calculated considering technical
provisions without any LTG measure.
If matching adjustment is not applicable report the same
amount as in C0060.
C0090/R0110 Impact of
matching
adjustment set
to zero —
Minimum
Capital
Requirement
Amount of the adjustment to the MCR due to the
application of the matching adjustment. It shall include
the impact of setting the volatility adjustment and the
matching adjustment to zero.
It shall be the difference between the MCR calculated
considering the technical provisions without matching
adjustment and without all the other transitional
measures and the MCR calculated with the technical
provisions reported under C0060.
C0100/R0110
C0010-
C0100/R0120
Impact of all
LTG measures
and transitionals

Minimum
Capital
Requirement
With LTG
measures and
transitionals —
Solvency
Capital
Requirement
Ratio
Amount of the adjustment to the MCR due to the
application of the LTG measures and transitionals.
Solvency Capital Requirement ratio calculated
considering technical provisions as reported in R0010 of
each column
Total amount of eligible own funds to meet SCR (R0050)
divided by the total amount of SCR (R0090) of each
column.
C0010-
C0100/R0130
Amount with
LTG measures
and transitionals

Minimum
Capital
Requirement
Ratio
Minimum Capital Requirement ratio calculated
considering technical provisions as reported in R0010 of
each column.
Total amount of eligible own funds to meet MCR
(R0100) divided by the total amount of MCR (R0110)
of
each column.