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Description

Prudential Reporting for Insurers: Applying Implementing Rules and Supervisory Guidance

Work on the implementing rules and supervisory guidance that shape the daily work of prudential teams

  • 0.43 days — 3 h
  • In-person or virtual
  • Intermediate
  • Up to 6 participants

The headline framework is never enough to produce a capital calculation or a prudential return. It is the implementing rules and the supervisory guidance that set out the practical detail, and they are precisely the layers that change most often. Teams frequently discover those changes during the production cycle and then have to correct configurations or returns already under way, under time pressure.

This three-hour virtual workshop focuses exclusively on implementing rules and supervisory guidance already in force. Unlike a straight reading of the framework, it starts from the production process to show where each change applies and how to secure the control chain around it.

Learning objectives

  • Distinguish the legal weight of implementing rules from that of supervisory guidance
  • Identify the changes in force that affect prudential production
  • Translate each change into a procedure or configuration update
  • Secure the consistency checks on the returns concerned
  • Organise shared regulatory monitoring across teams

What makes this programme different

Structured around production processes rather than the table of contents of the texts
Participants review their own consistency checks during the session
A shared monitoring template is built live in the workshop

Programme

1Implementing rules and supervisory guidance: what each one requires

Do not confuse a binding obligation with an expectation

  • Nature and legal weight of implementing rules
  • Status of supervisory guidance and the comply-or-explain logic
  • How the texts are updated and amended
  • Official sources to follow and publication rhythm

2Changes in force from a production standpoint

Connect each text to a concrete piece of work

  • Points affecting the calculation of technical provisions
  • Valuation and classification of own funds items
  • Changes to quantitative returns and narrative reports
  • Expectations regarding documentation of the choices made

3Adapting procedures and controls

Make the change traceable

  • Updating procedures and control sheets
  • Reconfiguring tools and running non-regression tests
  • Audit trail of the modifications applied
  • Setting up shared monitoring between actuarial and compliance teams

Who is it for

Actuaries responsible for prudential reporting, internal control officers and compliance managers in insurance undertakings.

Prerequisites

Be involved in the production or the review of risk-based prudential reporting work.

Dates & locations

12 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.