Publications

Global IRW Newsbrief: IRS releases draft FATCA registration forms and additional information regarding FFI lists
The Internal Revenue Service (IRS) released draft Form 8957, Foreign Account Tax Compliance Act (FATCA) Registration, for public review and comment on April 5, 2013.

Global IRW Newsbrief: Applying FATCA to captive insurance arrangements: Surprising results may occur
A captive insurance company is an example of an entity that can produce surprising results when the FATCA rules are applied - affecting both the captive and other entities involved in the arrangement.

Webcast: Navigating the regulatory matrix - OSFI Corporate Governance Guidelines
Despite the fact that Canadian insurance companies have not experienced many of the same issues as their global counterparts, the Office of the Superintendent of Financial Institutions (OSFI) remains focused on continuously improving corporate governance practices.

The Insurance Industry and FATCA – Moving from assessment to implementation: Top 13 in ‘13
Highlights 13 key areas to concentrate on through the remainder of 2013 as you move your FATCA Program from impact assessment into implementation.

Global IRW Newsbrief: How do the final FATCA regulations impact insurers?
The final regulations relating to the provisions of the Foreign Account Tax Compliance Act (FATCA).

Tax memo: Withdrawal of General Preferential Tariff (GPT) treatment: Provide your input! (Memo No. 2013-03)
Provide your input – you could pay more duty if GPT treatment is withdrawn from 72 countries.

Tax memo: 2013 Annual tax filing and remittance deadlines for corporations (Memo No. 2013-02)
This Tax memo outlines some of the more common corporate compliance requirements to be considered at this time of year.

Insurance Review: Fall 2012 - Special Life Edition
This special life edition of the Insurance Review spotlights articles on three compelling issues in today’s life insurance market: low interest rates, life insurance 2020 and intra-group reinsurance.

Webcast: Getting it right – Becoming consumer-centric
Most insurance companies are looking to become more customer-centric, but what does being 'customer-centric' really mean?

Insurance industry: Key tax rates and updates (2012- 2013) – Re-issued
Tax changes, rates, deadlines and other useful information for the insurance industry in Canada.

Billing Transformation
Our team works collaboratively with you to address critical billing issues and has assisted clients with transformational initiatives ranging from billing process improvements to new system implementations.

Claims Transformation
Our Claims Transformation team can help you define and implement the right claims operations strategy and operational model to help you achieve your business objectives.

Distribution and Channel Management Transformation
Our team can help transform your organization by advising on the design and execution of your distribution and channel models to deliver a targeted, consistent, and brand-aligned customer experience.

Policy Administration Transformation
Our Insurance team helps you make the right decisions regarding policy administration. We bring the skills and know-how of a global network of insurance professionals who have dealt with issues like those faced by your company and can provide an independent point of view.

Webcast: Insurance M&A - Eat or be eaten?
This Insurance Club EyeOpener session discusses our perspectives and experience with insurance M&As, what to expect for 2012 and key considerations for insurance dealmakers.

Insurance Review: Spring 2012
This issue of Insurance Review looks at M&A activity from 2011,discusses cross-border reinsurance, and provides an insurance-focused look at results from our Global CEO Survey.

Tax memo: 2012 Federal budget: What does it mean for insurers? (Memo No. 2012-21r)
The 2012 federal budget included a number of tax initiatives that are particularly relevant to the insurance industry. These are reviewed in this Tax memo.

Webcast: Policy Administration Systems - Aiming for Success
Listen to this PwC Insurance Club EyeOpener as we discuss our perspectives and experience in helping insurers replace their PAS, and how to achieve success and avoid common pitfalls.

Webcast: The Direct Distribution Dilemma
Listen to this PwC Insurance Club EyeOpener as we discuss the benefits of a multi-channel sales and delivery model that will allow life insurers to compete in a mature market.

Insurance Solvency Regime Developments: Striking the Right Balance in Canada
In this paper, we consider the solvency regime reform proposals with a focus on the potential impact on Canadian life insurers.

Webcast: The Future of Insurance 2020
Listen to this PwC Insurance Club EyeOpener as we share highlights from our current research on Project Blue: The Future of Insurance.

Insurance Review: Summer 2011
This issue of the Insurance Review includes findings from our latest Global CEO Survey, an article on direct distribution, and more.

Webcast: Regulatory capital for insurance – A changing environment
Listen to this PwC Insurance Club EyeOpener as we share our international experiences by discussing learnings and influences from Solvency II.

Insurance Review: Winter 2011
The Winter 2011 edition of Insurance Review looks at property and casualty distribution channels, Takaful, IFRS 4 and much more.

Webcast: Latest Developments on the IASB Exposure Draft Affecting Insurance Contracts
This PwC Insurance Club EyeOpener webcast discusses a proposed new IASB standard that will replace IFRS 4, how it will affect insurance contracts and what it means for Canadian insurers.

Webcast: Investigating Fraud in the Insurance Industry
This PwC Insurance Club EyeOpener Webcast discusses how fraud occurs in the industry and what steps can be taken to prevent it from occurring.

Insurance Review: Spring 2010
In the Spring 2010 edition of Insurance Review, we look at claims transformation, the state of the internal audit profession, fraud in the industry, tax risk management, and test profiling.

Claims Transformation
This PwC Insurance Club EyeOpener Webcast addresses Canadian claims transformation trends, transformation models and approaches as well as the challenges involved.

Insurance Review: Winter 2010
In the Winter 2010 edition of Insurance Review, we look at PwC’s Global CEO survey results, tax risk management and the amendments to Part XIII of the Insurance Companies Act.

Insurance Review: Fall 2009
The Fall 2009 edition of Insurance Review discusses claims transformation, the harmonized sales tax, coping in today’s economic and regulatory environment, IFRS and some recent accounting changes.

Transfer Pricing: Pricing Coming Into Focus
This PwC Insurance Club EyeOpener Webcast discusses the main issues surrounding transfer pricing and its impact on the insurance industry.

Insurance Review: Summer 2009
The Summer 2009 edition of Insurance Review discusses redefining internal audit in an economic downturn, implications of a UK tax court transfer pricing case and the insurance industry’s future.

Canadian Insurance Taxation (Third Edition)
Canadian Insurance Taxation covers the full range of taxation issues facing insurance companies and policyholders including updates on sales and excise taxes and a new chapter of transfer pricing.

Insurance Club EyeOpener Webcast
The PricewaterhouseCoopers Insurance Club EyeOpener is an informative event designed to educate those in the industry about key trends affecting insurers.

Sales Tax Harmonization and its Impact on Insurance Companies
This PwC Insurance Club EyeOpener Webcast discusses sales tax harmonization in Ontario and its impact on insurance companies.

Insurance Review: Spring 2009
The Spring 2009 edition of PwC's Insurance Review discusses managing fraud during an economic crisis, vendor management, Ontario sales tax harmonization, and the risks insurers face.

Insurance Review, Winter 2009
The Winter 2009 edition of Insurance Review provides information on how to enhance the value of actuarial support, examines property tax and reviews recent key accounting, regulatory and tax developments.

Insurance Review, Special Edition
In this special edition of the Insurance Review, PwC explores some of the issues insurance companies may be facing in the wake of the economic crisis

Insurance Review, Fall 2008
Insurance Review’s Fall 2008 issue shares developments on the European Union’s new capital management regime and its impact on Canadian insurers. It also discusses transfer pricing issues and IFRS preparation.

Insurance Review, Summer 2008
Insurance Review, Summer 2008 addresses workplace challenges, contains insights into enterprise risk management, and discusses the impact of Canada’s impending conversion to IFRS

Putting IFRS in Motion: The impact of International Financial Reporting Standards (IFRS) on the Canadian insurance sector
This publication provides an overview of the specific challenges facing the Canadian insurance industry as part of the conversion to International Financial Reporting Standards (IFRS).

Insurance Review, Spring 2008
This issue of Insurance Review discusses two surveys examining key performance indicators (KPIs) in the insurance industry. It also provides information on IFRS and an update on GST developments.

Insurance Review, Year-end 2007
The Centre for the Study of Financial Innovation earlier this year completed its inaugural Insurance Banana Skins survey of leading members of the insurance industry to find out their concerns about the soundness of the financial markets.

Insurance Review, Fall 2007
This issue of Insurance Review discusses how organizations are starting to see governance, risk management and compliance as integrated concepts that offer significant benefits regardless of cost or effort.

Insurance Review, Summer 2007
This issue of Insurance Review discusses the IASB’s two-phase approach to develop a thorough IFRS for insurance contracts and highlights the impact of the Department of Finance’s new GST measures.

Insurance Review, Spring 2007
This issue of Insurance Review shares best practices for mergers and acquisitions (M&A) success, achieving customer centricity and highlights current tax developments.