Bank of Ireland 2021 Interim Results - Debt Investor Presentation slide image

Bank of Ireland 2021 Interim Results - Debt Investor Presentation

Defined benefit pension schemes Group IAS19 Defined Benefit Pension (Deficit) / Surplus 1.60% 2.10% 2.00% Bank of Ireland 2021 Interim Results - Debt Investor Presentation Total Group Defined Benefit Pension Scheme Assets (%) €7.1bn €7.2bn €7.2bn €8.4bn €8.9bn €8.9bn 1.30% 1.25% 58% 55% 0.80% 65% 65% 69% 65% 60 60 (€0.23bn) (€0.14bn) (€0.13bn) (€0.48bn) (€1.19bn) Jun 16 Dec 17 Dec 18 €0.21bn 17% 21% 23% 23% 21% 24% 25% 24% 12% 12% 10% 11% Jun 16 Dec 17 Dec 18 Dec 19 Dec 20 Jun 21 Dec 19 Dec 20 EUR discount rate Jun 21 IAS19 DB pension (deficit) / surplus IAS19 Pension Deficit Sensitivities (Jun 2016 / Dec 2017 / Dec 2018 / Dec 2019 / Dec 2020/Jun 2021) €313m €118m €102m €109m | €88m €103m €173m €162m Interest rates¹ €153m €181m €196m €183m Credit spreads² €71m €28m €38m €28m €22m €22m Inflation3 1 Sensitivity of Group deficit to a 0.25% decrease in interest rates €122m €128m €90m €102m €132m €121m Global equity4 2 Sensitivity of IAS19 liabilities to a 0.10% decrease in credit spread over risk free rates 3 Sensitivity of Group deficit to a 0.10% increase in long term inflation 4 Sensitivity of deficit to a 5% decrease in global equity markets with allowance for other correlated diversified asset classes • • Listed equities Diversified assets Credit / LDI / Hedging 1 Diversified assets includes infrastructure, private equity, hedge funds and property IAS19 pension surplus of €0.21bn at Jun 2021 (€0.13bn deficit Dec 2020) Schemes in surplus €0.39bn, schemes in deficit €0.18bn Both euro and sterling discount rates increased over the half year due to increases in long term risk free interest rates, leading to a reduction in long term liabilities The interest rate hedging in the investment portfolios offset some of positive impact of the increase in risk free rates The implied credit spread component of the discount rates remained largely unchanged over the period Both long term euro and sterling inflation assumptions also increased in the period, with the resulting increase in liabilities partially offset by the increase in inflation hedging assets De-risking strategies in recent years have also reduced the schemes' exposure to global equity movements and increased exposure to non-correlated assets Listed equity asset holdings have been reduced in favour of increases in diversified assets and credit / LDI / hedging allocations Bank of Ireland
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