This document summarizes a webinar on Solvency II regulatory data requirements. It introduces the moderator and three panel members who are experts on Solvency II compliance from HSBC, Thomson Reuters, and EDMworks. The webinar covers insurers' progress in meeting the January 2016 deadline, their readiness for the April reporting deadline, pain points around data management and look-through requirements, approaches to improve automation and reduce costs, and how streamlined compliance delivers business benefits. Upcoming events from the organizer are also promoted.

1. FROM
DataManagementReview.comSeptember 15, 2016
Solvency II Update: Are we effectively meeting the
regulatory data requirement?
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2. FROM
DataManagementReview.comSeptember 15, 2016
Welcome to A-Team Group’s webinar:
Solvency II Update: Are we effectively meeting the
regulatory data requirement?

3. FROM
DataManagementReview.comSeptember 15, 2016
Moderator:
Sarah Underwood, Editor, A-Team Group

4. FROM
DataManagementReview.comSeptember 15, 2016
Panel Member: Chris Johnson, Head of Product
Management, Market Data Services, HSBC
Areas of Expertise:
• Focused on delivery of Solvency II asset data for Pillar III
reporting since 2011
• Led the Third Party Administrator (TPA) Solvency II
industry working group which met with EIOPA in 2012 to
discuss reporting data
• Responsibility for market data product for HSBC
Securities Services
• Worked with data vendor suppliers to help prepare and
presented at many conferences on this subject

5. FROM
DataManagementReview.comSeptember 15, 2016
Panel Member: Andy Adams, Head of Financial Regulatory
Services EMEA, Thomson Reuters
Areas of Expertise:
• Disclosure tools and workflows
• Capital adequacy calculations
• Fund look-through

6. FROM
DataManagementReview.comSeptember 15, 2016
Panel Member: Dennis Slattery, CEO, EDMworks
Areas of Expertise:
• Disclosure tools and workflows
• Capital adequacy calculations
• Fund look-through

7. FROM
DataManagementReview.comSeptember 15, 2016
Progress on Solvency II since the January compliance deadline
Insurer readiness for the first reporting deadline in April
Data and data management pain points of Solvency II
How to improve, automate and reduce costs of compliance
Operational and business benefits of streamlined compliance
Outline of some Solvency II compliance success stories
Evolving Solvency II requirements and solutions
Talking Points

8. FROM
DataManagementReview.comSeptember 15, 2016
How much progress have insurers and asset
managers made on Solvency II compliance since
the January 2016 deadline?

9. FROM
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How ready were insurers for the first reporting
deadline? How are they dealing with reporting
now? And are they ready for changes in 2017?

10. FROM
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11. FROM
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How effectively are firms dealing with the look-
through element of the regulation – is the
tripartite template helping here?

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Are there any other outstanding pain points in
Solvency II?

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What approaches and technologies are insurers
and asset managers using to improve, automate
and reduce the cost of Solvency II compliance?

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To what extent are firms coordinating Solvency II
work with other regulatory work?

15. FROM
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What sort of operational gains are insurers and
asset managers making from effective data
management?

16. FROM
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How is a streamlined approach to compliance
delivering business benefits?

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Solvency II success stories outlining the
approaches the insurer and asset manager took?

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How do you see Solvency II requirements and
solutions evolving over time?

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How could Brexit affect Solvency II and the
insurance landscape?

20. FROM
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Thank you to our sponsor
Contact:
Andy Adams
Andy.adams@thomsonreuters.com

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October 6th
Data
Management
Summit
London
November 17th
Data
Management
Summit
New York
Upcoming A-Team Group Events
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Upcoming A-Team Group Webinars
September 21st
Approaches to
data quality
September 29th
The art of
implementing
data lineage
October 11th
Practical
approaches to
improving entity
data quality
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A-Team Group Handbook Series
Visit the data management handbooks section of
DataManagementReview.com

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