Investor Presentation - CNP Assurances Corporate Bond Portfolio and SCR Coverage Ratio slide image

Investor Presentation - CNP Assurances Corporate Bond Portfolio and SCR Coverage Ratio

A consolidated SCR coverage ratio of 230% Consolidated SCR coverage ratio¹ 217% (5) (2) (3) 18 Sensitivities (2022 vs 2021) (%) Interest rates +50bps - 6 pts (+14 pts) Interest rates + - 50bps 4 pts (-18 pts) Sovereign spreads +50bps 13 pts (-11 pts) 230% Corporate spreads +50 bps - 7 pts (+3 pts) Share prices -25% - - 20 pts (0 pts) 2 Volatility adjustment O bp - 7 pts (-3 pts) 3 Rating migration (-20%) - 3 pts (-3 pts) Coverage ratio at 31/12/2021 Market changes reserve Policyholders' Net profit, surplus net of dividend Reduction Subordinated Coverage in Ultimate debt ratio at Forward 31/12/2022 Rate CNP assurances Utilisation of eligible policyholders' surplus reserve for €0.6bn. The policyholders' surplus reserve is qualified as Tier 1 capital for the calculation of the SCR coverage ratio (for €9.8bn, included in surplus own funds) Attributable profit net of planned dividend of €1.38 per share (50% payout rate) Neutral FRPS impact. The effect of market changes in 2022 offset the expected gain in solvency when the FRPS was created on 1 January 2022 The ratio does not include the €500m Tier 2 sustainable subordinated debt issue carried out in January 2023 1. Standard formula without transitional measures except grandfathering of subordinated securities / 2. Recalibration of the volatility adjustment / 3. Sensitivity to a one-notch ratings downgrade applied to 20% of the bonds in the portfolio Investor Presentation March 23 | 38
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