Skip to main content
Solvency II Capital Management Playbook

Solvency II Capital Management Playbook

$199.00
Adding to cart… The item has been added

The Problem

You're under pressure to ensure your firm meets Solvency II capital adequacy requirements, but the regulation is complex, constantly interpreted in new ways, and your team lacks a unified framework. Manual spreadsheets, inconsistent models, and last-minute audit scrambles are draining your time. This playbook eliminates the guesswork and rework, giving you a field-tested system that delivers compliance-ready results from day one.

What You Get

12-Module Course (132 Lessons):

  • ✔️ Foundations of Solvency II and Risk-Based Capital Frameworks
  • ✔️ Pillar 1: Quantitative Requirements and Technical Provisions
  • ✔️ Pillar 2: Internal Capital Adequacy Assessment Process (ICAAP)
  • ✔️ Pillar 3: Reporting, Disclosures, and Regulatory Filings
  • ✔️ Capital Modeling: SCR, MCR, and Calibration Techniques
  • ✔️ Asset-Liability Management Under Solvency II
  • ✔️ Scenario Testing, Stress Testing, and Reverse Stress Testing
  • ✔️ Group-Level Capital and Consolidation Challenges

Implementation Toolkit (10 Specific Files):

  • ✔️ Actuarial Risk Exposure Matrix with Severity Scoring
  • ✔️ ICAAP Gap Analysis Template with Regulatory Benchmarking
  • ✔️ Solvency Capital Requirement (SCR) Calculation Workbook
  • ✔️ Internal Model Validation Decision Framework
  • ✔️ Pillar 3 Disclosure Readiness Checklist
  • ✔️ Capital Planning Roadmap with Quarterly Milestones
  • ✔️ Risk Aggregation and Diversification Impact Model
  • ✔️ ORSA Report Template with Executive Summary Builder
  • ✔️ Stakeholder Alignment Map for Capital Committee Reporting
  • ✔️ KPI Dashboard for Capital Utilization and Buffer Monitoring
  • ✔️ Audit-Ready Evidence Registry for Compliance Tracing
  • ✔️ Change Control Log for Model and Assumption Updates

How It Is Organized

Start with the course to build a rigorous, regulator-aligned understanding of Solvency II. Each module builds the foundation for the next, from capital adequacy principles to advanced modeling and reporting. Then, transition directly to the toolkit to implement what you've learned. The 10 practitioner folders guide you through the real-world journey: Getting Started helps you scope and align stakeholders, Assessment & Planning identifies gaps in current capital processes, Models & Frameworks delivers calibrated templates, Processes & Handoffs define ownership across actuarial, finance, and risk, Operations & Execution ensures day-to-day control, Performance & KPIs tracks capital efficiency, Quality & Compliance embeds audit readiness, Sustainment & Support maintains the program long-term, Advanced Topics covers group capital and internal model challenges, and Reference keeps all regulatory citations and definitions in one place.

This Is For You If

  • You have been asked to build an ICAAP program from scratch and need to show a credible plan by next quarter.
  • Your last Pillar 3 submission had reviewer comments, and you need to strengthen your evidence trail.
  • You're spending too much time reconciling capital models across teams and need a single source of truth.
  • You're preparing for a regulatory audit and need to prove consistency between assumptions, models, and disclosures.
  • You're onboarding new staff into capital roles and need a structured way to bring them up to speed fast.

What Makes This Different

The course gives you the structured knowledge that aligns with regulatory expectations, while the toolkit gives you the exact files to implement that knowledge. Together, they close the gap between understanding Solvency II and executing it under real-world constraints.

Every template is formatted for immediate use with your data, not theoretical frameworks. The Pro Tips sections include warnings about common missteps, like over-reliance on simplified SCR formulas or misclassifying eligible capital instruments, drawn from actual regulatory reviews.

Built by a team with 25 years of hands-on experience in insurance capital management, this is not a collection of generic templates. It's the complete system we used to lead capital programs at major insurers, refined to eliminate the months of trial, error, and rework you'd face alone.

Get Started Today

This playbook gives you a complete, proven system: a structured course that builds your expertise in Solvency II capital management, and a toolkit of 40+ ready-to-use files that turn that knowledge into action. Skip the months of building frameworks from scratch, reconciling inconsistent models, or scrambling before audits. Focus instead on confident execution, knowing your capital program is grounded in regulatory best practices and real-world implementation.

!