AMB Country Risk Report August 18, 2015 Our Insight, Your Advantage. United Kingdom Country Risk Tier • The Country Risk Tier (CRT) reflects A.M. Best’s assessment of three categories of risk: Economic, Political and Financial System Risk. CRT-1 • The United Kingdom (UK) is a CRT-1 country with low or very low levels of economic, political and financial system risk. Following slower growth in 2012 at the rate of 0.7%, the economy accelerated in 2013 and 2014, growing at a rate of 1.7% and 2.6% respectively. The stronger growth is expected to continue in 2015 at a rate of 2.7%, driven by low inflation, weak commodity prices and strong consumer and investor sentiment. Economic Risk Moderate Low High Very Low • A.M. Best considers the majority of countries pictured below to be categorized as CRT-1 and CRT-2. Notable exceptions are the Eastern European countries of Bosnia and Herzegovina, Belarus and the Ukraine. Very High Political Risk Moderate Low High Iceland Greenland Finland Iceland Greenland Very Low Sweden Very High Norway Norway Financial System Risk Estonia Isle of Man Isle of Man Moderate Low High Ireland Denmark Netherlands Very High Guernsey United Germany Kingdom Liechtenstein Guernsey Luxembourg Jersey Switzerland San Marino Slovenia Croatia France Portugal For information on companies followed Market Outlooks Copyright © 2015 by A.M. Best Company, Inc. as Dominican Macedonia Monaco Tunisia Malta Canary Islands Tunisia Russia Bulgaria Macedonia Turkey Greece Cyprus Malta Syria Cyprus Lebanon Iraq Israel Morocco Algeria Azerbaija Turkey CRT 1 2 3 4 5 Canary Islands Georgia Armenia Albania Monaco Gibraltar Morocco Montenegro Greece Portugal Gibraltar Bosnia & Serbia Herzegovina Italy Albania Spain Romania Croatia Bulgaria Republic of Moldova Hungary Slovenia Bosnia & Serbia Herzegovina San Marino Italy Ukraine Republic of Switzerland Romania Montenegro Azores Poland Czech Ukraine Republic Slovakia Moldova Austria Hungary Andorra Spain Belarus Germany CzechBelgium Republic Slovakia Liechtenstein Russia Lithuania Poland Netherlands Andorra Azores Latvia Lithuania Luxembourg Austria Jersey France Estonia Belarus Ireland United Kingdom Russia Latvia Denmark Belgium Very Low Finland Sweden Lebanon Israel Jordan Libya Algeria Libya Egypt All rights reserved. No part of this report may be reproduced, stored inWestern a retrieval system or transmitted in any form or by any means; electronic, mechanical, photocopying, recording or otherwise. Sahara (Occupied by Morocco) Western Sahara (Occupied by Morocco) Jordan Kuwa Bahrain Egypt Saudi 1 Arabia Qat AMB Country Risk Report United Kingdom Regional Summary: Western Europe • Western Europe is a highly developed and affluent region. The 28 countries of the European Union (EU) accounted for 25% of world GDP in 2014. The EU is facilitating a single European market with standardized regulatory systems and free movement of people, goods, services and capital. The 17 EU members of the eurozone use the euro as their currency. • Western Europe has been experiencing a prolonged period of slow economic growth, with the EU growing 1.4% in 2014. Growth is largely expected to remain muted at 1.8% and 1.9% in 2015 and 2016 respectively. On-going concerns over Greece’s economic and political future have increased the potential downside risks to growth and stability throughout the European Union. Vital Statistics 2014 Nominal GDP Population GDP Per Capita Real GDP Growth Inflation Rate Premiums Written (Life) Premiums Written (Non-Life) Premiums Growth (2013 - 2014) USD bn mil USD % % USD mil USD mil % 2945.15 64.5 45,653 2.6 1.5 235,321 115,945 7.9 Regional Comparison Country Risk Tier CRT-1 CRT-1 CRT-1 CRT-2 CRT-2 CRT-2 United Kingdom France Germany Ireland Italy Spain Source: IMF, Axco, Swiss Re and A.M. Best • In March 2015 the European Central Bank launched a program of Quantitative Easing, expected to last through September 2016.The program entails the purchase of 60 billion EUR of assets monthly in an effort to boost growth, encourage lending and increase inflation. Economic Growth Economic Risk: Low • The UK’s service industries, including financial services and real estate activities, represent three quarters of economic production. In 2014 the housing market slowed, following the implementation of stricter lending standards and loan to income limits. 5 Real GDP 3 2 1 % • The UK economy, the sixth largest in the world according to the IMF, has benefited from declining unemployment, low inflation and lower oil prices.These have helped to boost investor and consumer sentiment over the past year. CPI Inflation 4 0 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 -1 -2 -3 -4 -5 • While growth is positive, it could be constrained near-term by tight fiscal policy, geopolitical concerns and a potentially less accommodative monetary policy. Source: IMF World Economic Outlook and A.M. Best 2 AMB Country Risk Report United Kingdom Political Risk: Very Low Political Risk Summary • The United Kingdom is a member of the European Union.The United Kingdom, along with Denmark, obtained special opt-outs from the Maastricht Treaty which allow them to not adopt the euro unless they wish.The pound remains the currency, allowing the UK the use of independent monetary policy. Score 1 (best) to 5 (worst) United Kingdom World Average International Transactions Policy 5 4 Legal System Monetary Policy 3 2 1 Regional Stability • Strong fiscal austerity measures were introduced in 2013 and will continue nearterm.The government is attempting to shrink the fiscal deficit from a high of -7.6% of GDP in 2012 to a projected deficit of -3.8% in 2015. Fiscal Policy 0 Social Stability Business Environment Government Stability • The Conservative Party currently controls 331 of the 650 seats following the May 2015 parliamentary election.This majority will allow them to pursue their policies of debt reduction, spending cuts, tax cuts and a reduction of bureaucracy. Labor Flexibility Source: A.M. Best GDP Per Capita and Population for Selected Countries Financial System Risk: Very Low • The Prudential Regulation Authority of the Bank of England regulates the financial services industry, including insurance. 90 60,000 GDP Per Capita Population 80 50,000 70 40,000 60 40 20,000 30 20 10,000 10 0 United Kingdom France Source: IMF and A.M. Best Germany Ireland Italy Spain 0 Millions USD 50 30,000 • The UK is widely seen as a major center for international insurance and reinsurance and is home to the London Market, a wholesale market that writes risk around the world. Lloyd’s of London accounts for over half of the business on the London Market. • The financial sector is stable and bank lending has increased, following government intervention, increased supervision in the wake of the financial crisis and newly implemented solvency and capital requirements. • Monetary policy is likely to tighten in the coming year as inflation is expected to tick up and the labor markets continue to tighten. 3 AMB Country Risk Report United Kingdom GUIDE TO BEST’S COUnTry rISk TIErS A.M. Best defines country risk as the risk that country-specific factors could adversely affect the claims-paying ability of an insurer. Country risk is evaluated and factored into all Best’s Credit Ratings. Countries are placed into one of five tiers, ranging from “CRT-1” (Country Risk Tier 1), denoting a stable environment with the least amount of risk, to “CRT-5” (Country Risk Tier 5) for countries that pose the most risk and, therefore, the greatest challenge to an insurer’s financial stability, strength and performance. A.M. Best’s Country Risk Tiers are not credit ratings and are not directly comparable to a sovereign debt rating, which evaluates the ability and willingness of a government to service its debt obligations. Country risk Tiers Country risk Tier Definition CRT-1 Predictable and transparent legal environment, legal system and business infrastructure; sophisticated financial system regulation with deep capital markets; mature insurance industry framework. CRT-2 Predictable and transparent legal environment, legal system and business infrastructure; sufficient financial system regulation; mature insurance industry framework. CRT-3 Developing legal environment, legal system and business environment with developing capital markets; developing insurance regulatory structure. CRT-4 Relatively unpredictable and nontransparent political, legal and business environment with underdeveloped capital markets; partially to fully inadequate regulatory structure. CRT-5 Unpredictable and opaque political, legal and business environment with limited or nonexistent capital markets; low human development and social instability; nascent insurance industry. Country risk reports A.M. Best Country Risk Reports are designed to provide a brief, high-level explanation of some of the key factors that determine a country’s Country Risk Tier assignment. It is not intended to summarize A.M. Best’s opinion on any particular insurance market or the prospects for that market. Categories of risk Country Risk Reports provide scores for three categories of risk for each country. These scores are (1) Very Low; (2) Low; (3) Moderate; (4) High and (5) Very High. Category of risk Definition Economic Risk The likelihood that fundamental weaknesses in a country’s economy will cause adverse developments for an insurer. A.M. Best’s assessment of economic risk evaluates the state of the domestic economy, government finances and international transactions, as well as prospects for growth and stability. Political Risk The likelihood that government or bureaucratic inefficiencies, societal tensions, inadequate legal system or international tensions will cause adverse developments for an insurer. Political risk comprises the stability of the government and society, the effectiveness of international diplomatic relationships, the reliability and integrity of the legal system and of the business infrastructure, the efficiency of the government bureaucracy, and the appropriateness and effectiveness of the government’s economic policies. Financial System Risk Financial system risk (which includes both insurance and non-insurance financial system risk) is the risk that financial volatility may erupt due to inadequate reporting standards, weak banking system or asset markets, and/or poor regulatory structure. In addition, it includes an evaluation of whether the insurance industry’s level of development and public awareness, transparent and effective regulation and reporting standards, and sophisticated regulatory body will contribute to a volatile financial system and compromise the ability of an insurer to pay claims. Political risk Summary To provide additional detail on the political risk in a given domicile the Country Risk Reports include the Political Risk Summary. The Political Risk Summary is a radar chart that displays scores for nine different aspects of political risk scored on a scale of one to five with one being the least amount of risk and five being the highest amount of risk. Category Definition International Transactions Policy Measures the effectiveness of the exchange rate regime and currency management. Monetary Policy Measures the ability of a country to effectively implement monetary policy. Fiscal Policy Measures the ability of a country to effectively implement fiscal policy. Business Environment Measures the overall quality of the business environment and ease of doing business. Labor Flexibility Measures the flexibility of the labor market, including the company’s ability to hire and fire employees. Government Stability Measures the degree of stability in a government. Social Stability Measures the degree of social stability, including human development and political rights. Regional Stability Measures the degree of stability in the region. Legal System Measures the transparency and level of corruption in the legal system. Country risk Tier Disclosure A Country Risk Tier (CRT) is not a credit rating, rather it represents a component of A.M. Best’s Credit Rating Methodology that is applied to all insurers. A CRT is not a recommendation to purchase, hold or terminate any security, insurance policy, contract or any other financial obligation issued by a government, an insurer or other rated issuer, nor does it address the suitability of any particular policy, contract or other financial obligation for a specific purpose or purchaser. Copyright © 2015 by A.M. Best Company, Inc. Version 091714 Copyright © 2015 by A.M. Best Company, Inc. All rights reserved. No part of this report may be reproduced, stored in a retrieval system or transmitted in any form or by any means; electronic, mechanical, photocopying, recording or otherwise. 4