INSPRU Sch 1 Record keeping requirements

INSPRU Schedule 1.131/12/2006

1The aim of the guidance in the following table is to give the reader a quick overall view of the relevant record keeping requirements.

INSPRU Schedule 1.231/12/2006

It is not a complete statement of those requirements and should not be relied on as if it were.

INSPRU Schedule 1.329/06/2018

Table

Handbook reference	Subject of Record	Contents of Record	When record must be made	Retention Period
INSPRU 1.2.20 R [FCA] [PRA]	Mathematical reserves	The methods and assumptions used in establishing the firm's mathematical reserves, including the margins for adverse deviation, and the reasons for their use The nature of, reasons for, and effect of, any change in approach, including the amount by which the change in approach increases or decreases its mathematical reserves	Not specified	An appropriate period2
INSPRU 1.5.23 R [FCA] [PRA]	Long-term insurance funds	A separate accounting record in respect of each of a firm's long-term insurance funds	Not specified	Not specified
3	3	3	3	3

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