Reports

​​​​​​​​​​​​​​​​In this section you will find final reports, surveys and other analytic publications.

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​​Date​​Documents
​07.2017​Summary of EIOPA InsurTech Roundtable: How technology and data are reshaping the insurance landscape
​05.2017
Final Report on Consultation Paper No. 16/003 on the methodology to derive the Ultimate Forward Rate and its implementation
​04.2017
Report on Thematic Review on monetary incentives and remuneration between providers of asset management services and insurance undertakings
​04.2017
Specification of the methodology to derive the UFR
​​03.20172016 Market Development Report on Occupational Pensions and Cross-Border IORPs
​02.2017Final Report on Consultation Paper on draft Implementing Technical Standards on the Insurance Product Information Document
Insurance Product Information Document Template​
​02.2017 ​Final Report on Tec​​hnical Advice on Possible Delegated Acts Concerning the Insurance Distribution Directive
​12.2016 ​Report on Information on the use of limitations and exemptions regarding the submission by insurance and reinsurance undertakings of regular supervisory reporting
​12.2016EIOPA Fifth Consumer T​rends Report​​
10.2016Peer Review of the Statement of Investment Policy Principles for Institutions for Occupational Retirement Provision (IORPs)​​​
​09.2016 ​Report on Good Practices on Communication Tools and Channels for communicating to occupational pension scheme members
​05.2016EIOPA Peer Review on Freedom to Provide Services Publication of Outcomes​
​05.2016 ​Year-end report 2015 on functioning of Colleges and Accomplishments of Action Plan
​02.2016 ​Retail Risk Indicators Methodology Report​​
​01.2016Peer Reviews on the NCAs’ Governance of Colleges
12.2015 ​EIOPA Fourth Consumer Trends Report
​12.2015Report on Consumer Protection Issues arising from the sale of Mobile Phone Insurance
​10.2015

Updated Action Plan 2016 and Way Forward for Colleges of Supervisors​​​​

​09.2015Progress report on the equivalence assessment of the Bermudian supervisory system in relation to articles 172, 227 and 260 of the Solvency II Directive
​07.2015

2015 Market development report on occupational pensions and cross-border IORPs​​

​07.2015

​Final Report on Good Practices on individual transfers of occupational pension rights ​​

​05.2015 Report on Staffing and Resource needs for accomplishing the tasks under Solvency II Directive​​
​03.2015Progress Report on the Follow-up to the Peer Reviews on Pre-application of Internal Models
​03.2015 Peer Review on Supervisory Practices in respect of Article 9 of Directive 2003/41/EC (“Conditions of operation”) – Final Report​
​02.2015Year-end report on Functioning of Colleges and Accomplishments of Action Plan 2014
Annex 1: Accomplishment of EIOPA Action plan 2014 criteria 
02.2015 EIOPA Report on Costs and charges of IORPs
​​01.2015​Final report on investment options for occupational DC scheme members​​
12.2014​EIOPA’s Fact Finding Report on Decumulation Phase Practices
​12.2014Third Consumer Trends Report
​10.2014EIOPA’s Action Plan 2015/2016 for Colleges
​10.2014Final Report on the Discussion Paper on Conflicts of Interest in direct and intermediated sales of insurance-based investment products
​07.2014Report on Cross Border IORP Market Developments
​06.2014Report on issues leading to detriment of occupational pension scheme members and beneficiaries and potential scope of action for EIOPA
​06.2014Report On feedback from National Competent Authorities Regarding EIOPA’s opinion on Payment Protection Insurance
​03.2014One Minute Guide - EIOPA Guidelines on Complaints-Handling by Insurance Intermediaries
​02.2014
​02.2014Report on the Functioning of Colleges and the Accomplishments of the 2013 Action Plan
​02.2014Report on the implementation of the Test Achats ruling into national legislation
​01.2014Report on Good Practices on Comparison Websites
​01.2014Review of Consumer Trends Methodology
​12.2013Technical Report on Standard Formula Design and Calibration for Certain Long-Term Investments
​12.2013Report on Good Supervisory Practices regarding knowledge and ability requirements for distributors of insurance products
​12.2013Consumer Trends Report (revised)
​12.2013Report on Best Practices by Insurance Intermediaries in handling complaints
​11.2013Survey on Crisis Prevention, Management and Resolution Preparedness of National Supervisors
​10.2013EIOPA’s Action Plan 2014/2015 for Colleges
​07.2013





 

Peer Reviews on Pre-application of Internal Models for NSAs and Colleges – Final Report

Peer Review on Occupational Pensions (Art. 13, 14 of IORP Directive) - Final Report

Report on QIS on IORPs

​04.2013Survey of EU practice on default investment options
​02.20132013 Report on Good Practices related to the provision of information for Defined Contribution (DC) schemes
​01.2013​​Report on the Functioning of Colleges and the Accomplishments of the 2012 Action Plan
​01.2013EIOPA’s Action Plan 2013 for Colleges
​12.2012The Joint Committee Report on the application of AML/CTF obligations to, and the AML/CTF supervision of e-money issuers, agents and distributors in Europe
​12.2012 ​EU-U.S. Dialogue Project Factual Report
​11.2012​​Methodology Report for collecting, analysing and reporting on consumer trends
​10.2012Report on Industry Training Standards applied by national competent authorities
​07.2012








​06.2012





​04.2012







​02.2012



​12.2011




​10.2011

​​Report on the Cross-Border Cooperation Mechanisms between Insurance Guarantee Schemes in the EU
​07.2011IORP Market Development Report 2011
Report on Risks Related to Defined Contribution Pension Plan Members
Report on Risk Mitigation Mechanisms for Defined Contribution Related Risks
​06.2011Report of the Task Force on expected profits arising from future premiums
​04.2011​​Report on Reporting Requirements to Supervisory Authorities for IORPs
Report on Variable Annuities
Final Report on the Functioning of Colleges of Supervisors in 2010 & Targets 2011
​03.2011EIOPA report on the fifth Quantitative Impact Study for Solvency II     Annexes