Persistency reports: insurance companies

If you are an insurance company that has permission to carry out life policies, you must send us a persistency report by 30 April each year, in line with SUP16.8.

Single-and dual-regulated firms will find the persistency report (REP003) detailed in SUP 16.8 on their Gabriel schedule.

Your firm can submit a report for a 12-month period ending within four months of your accounting reference date if:

  • you have told us by email that you are going to do this, no later than your accounting reference date
  • you either:
    • have an accounting reference date other than 31 December
    • run industrial assurance policy business

Persistency report template

Guidance notes for completing the report