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Reviews of accumulation rate assumptions

AS TM1 – Reviews of accumulation rate assumptions

When the FRC issued version 3.0 in December 2012, it noted its intention to monitor the accumulation rate assumptions used in statutory money purchase illustrations (SMPIs) in order to assess the impact of the removal of the cap on the accumulation rate assumption.

For the past three years the FRC has invited providers to complete a questionnaire on their approach to setting the accumulation rate assumptions for SMPIs. The results of the reviews can be found here:

Accumulation rates used by providers of SMPIs since 6 April 2017 (PDF)

Accumulation rates used by providers of SMPIs since 6 April 2016 (PDF)

Accumulation rates used by providers of SMPIs since 6 April 2015 (PDF)

Accumulation rates used by providers of SMPIs since 6 April 2014 (PDF)

Accumulation rates used by providers of SMPIs since 6 April 2013 (PDF)
 

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