Pearl Group

Investment grows up

What we've been doing...

Re-hedging of guaranteed annuity option exposures using swaptions. Q4 2005 and reviewed periodically

Risk reduction and capital release from duration hedging in National Provident Life and Pearl Assurance. Q4 2005 and reviewed periodically

Mitigation of credit exposure. Q3 2006 and June 2007

and what it might mean

Reduction in exposure to interest rate changes, bringing forward estate distribution

Increase in security as a result of stabilising the financial position against changes in the level and shape of the interest rate curve

Substantial protection during summer of 2007 when credit assets fell sharply

Source: Cazalet Consulting, July 2007