Persistency reports: insurance companies

Insurance companies with permission to carry out life policies must send us a persistency report by 30 April each year, in line with SUP16.8. Learn more about submitting a report.

Single-and dual-regulated firms will find the persistency report (REP003) detailed in SUP 16.8[1] 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

View persistency report template[2]

Guidance notes for completing the report[3]

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Regulatory reporting[4]

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Product sales data reporting[5]
: Editorial amendment page update as part of the website refresh
First published: Last updated: 09/02/2023 See all updates

Regulatory reporting[4]

Changes to regulatory reporting during coronavirus[6]
Adviser reporting requirements [7]
Annual accounts and reports[8]
Annual controllers reporting[9]
Client asset reports[10]
Client money and assets reporting[11]
Close links[12]
Compliance reporting: banks[13]
Consumer credit reporting[14]
Capital requirements reporting[15]
Reporting requirements: insurance firms[16]
Mortgage lending and administration return (MLAR)[17]
Persistency reports: insurance companies[18]
Product sales data reporting[5]
Prudential valuation reporting[19]
Remuneration data reporting[20]
Reporting complaints[21]
Reporting requirements: sale and rent back firms[22]
Payment Protection Insurance (PPI) reporting form[23]
Where to submit your returns[24]

Source URL: https://www.fca.org.uk/firms/regulatory-reporting/persistency-reports-insurance-companies

Links