Insurance & Investment

2007 Performance

Underlying profit before tax in Insurance & Investment increased by 11% to £644m (2006 £581m). General Insurance profit fell by 24% to £232m (2006 £304m) reflecting severe flooding in June and July which cost £135m. Investment profit increased by 49% to £412m (2006 £277m).

On the Full Embedded Value (‘EV’) basis, underlying profit before tax in Insurance & Investment was £884m (2006 £843m), £240m (2006 £262m) higher than reported under IFRS. Full EV balance sheet embedded value, net of tax for the UK Investment Business was £6,794m (2006 £6,384m) and was £2,724m (2006 £2,525m) higher than reported under IFRS. In 2007, the Division contributed £312m to the capital position of the Group through dividend payments.

Investment sales increased by 14% to £16,300m (2006 £14,356m) as measured by the PVNBP. Net fund inflows increased by 17% to £2.8bn (2006 £2.4bn). General Insurance sales (excluding Paymentshield) fell 1% to £1,761m GWP (2006 £1,786m).

Our continued focus on cost efficiency resulted in underlying operating expenses increasing by only 4% whilst underlying non-interest income increased by 6%, despite this income figure being subdued by the exceptional flood costs.

Income Statement Year ended 31.12.2007
£m
Year ended 31.12.2006
£m
Net interest income (98) (93)
Underlying non-interest income 1,591 1,494
Fees and commission income 91 91
Fees and commission expense (806) (784)
Change in value of in-force long term assurance business (80) 179
Net income from long term business 1,446 947
Investment earnings on surplus assets attributable to shareholders using long term assumptions 115 113
Net earned premiums on General Insurance (‘GI’) contracts 1,247 1,315
Net GI claims incurred and net change in GI contract liabilities (509) (398)
Investment and other operating income in GI 89 68
Share of losses of associates and jointly controlled entities (2) (37)
Underlying net operating income 1,493 1,401
Underlying operating expenses (849) (820)
Staff (396) (359)
Accommodation, repairs and maintenance (20) (20)
Technology (42) (34)
Marketing and communication (47) (39)
Depreciation: Property and equipment and intangible assets (57) (51)
Other (174) (219)
Sub total (736) (722)
Recharges:    
Technology (48) (45)
Accommodation (35) (35)
Other shared services (30) (18)
Underlying profit before tax 644 581
Underlying profit before tax (IFRS basis) 644 581
     
Additional contribution from new business 457 474
Lower contribution from existing business (217) (222)
Additional investment earnings on net assets   10
Increase in underlying profit before tax 240 262
Underlying profit before tax (Full EV basis) 884 843

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