XBRL Reporting for Insurance & Pension Funds

Simplify insurance and pension reporting with UBPartner’s flexible XBRL solutions for Solvency II, IORP, FICOD, PEPP and national reporting.

Insurance Regulatory Reporting Challenges

Insurance and pension fund reporting is becoming increasingly complex. Organisations must manage large volumes of data, evolving regulatory requirements, strict validation rules and demanding reporting deadlines.

From Solvency II, IORP and PEPP to FICOD, IRRD and national insurance reporting, reporting teams need flexible systems that can adapt quickly to new frameworks, taxonomies and validation requirem

The continued evolution of European insurance regulation also creates an opportunity to further automate reporting processes, improve data quality and reduce manual work.

Using XBRL effectively can help insurers and pension funds streamline their reporting workflows, identify errors earlier and generate more reliable regulatory submissions.

OUR SIMPLE INSURANCE REPORTING SOLUTION

A successful insurance regulatory reporting solution needs to be simple to use, flexible enough to adapt to changing regulations and powerful enough to identify and resolve validation errors before reporting deadlines.

UBPartner’s flexible template approach, powered by proven XBRL technology, helps insurance and pension organisations streamline their reporting processes and stay aligned with evolving regulatory requirements.

Prepare data using familiar Excel or CSV templates, convert it into the required XBRL format and validate it against the latest business and technical rules.

UBPartner supports a wide range of insurance and pension reporting requirements, including:

EIOPA Solvency II reporting
EIOPA IORP / Pension Funds reporting
EIOPA FICOD reporting
EIOPA PEPP reporting
EIOPA IRRD reporting
National Specific Templates (NSTs) and local insurance reporting

READY FOR THE NEXT GENERATION OF SOLVENCY II REPORTING

nsurance reporting requirements are evolving.

The Solvency II Review introduces changes to supervisory reporting and disclosure requirements, including revised reporting templates, updated reporting rules and changes to the underlying data structures. The revised reporting requirements will apply from 30 January 2027.

UBPartner’s flexible XBRL platform helps insurance organisations prepare for:

Updated Solvency II reporting requirements
New and revised Quantitative Reporting Templates (QRTs)
Revised EIOPA taxonomies, including the latest Solvency II taxonomy releases
Updated validation rules and data structures
Changes to group and supervisory reporting
Updated IORP and Pension Funds reporting requirements
Future XBRL and digital reporting developments

EIOPA’s latest Solvency II taxonomy release, Taxonomy 2.10.0, was published in July 2026 and is planned for use from the Q1 2027 reporting reference period.

UBPartner’s flexible taxonomy-based approach enables new reporting requirements and taxonomy versions to be incorporated into the reporting environment, helping organisations adapt their processes as regulatory requirements evolve.

With the XT Cloud Service, UBPartner can provide a managed reporting environment, helping clients keep their reporting solution aligned with the latest supported taxonomies, templates and validation requirements.

OUR INSURANCE REPORTING APPROACH

Pre-Mapped Templates

Our solution offers pre-mapped Excel or CSV templates, together with the tools needed to convert and validate data into the required reporting format.

As reporting requirements change, you can access updated templates, taxonomies and validation rules without rebuilding your entire reporting process.

Error identification

UBPartner’s solutions are powered by a powerful XBRL Processing Engine while remaining simple for business users.

Clear validation reports provide both summary and detailed feedback, helping reporting teams quickly identify and correct errors.

Validation details can also be viewed directly within business templates, enabling users to resolve compliance issues faster.

Flexible Deployment

Our XBRL Toolkit (XT) can be deployed according to your organisation’s requirements:

Excel Add-in Local Portal interface XT SDK integration into an existing application XT Cloud Service (SaaS)

Whether you need a standalone reporting solution or integration with your existing reporting systems, UBPartner provides a flexible approach.

ONE PLATFORM FOR MULTIPLE INSURANCE REPORTING FRAMEWORKS

Insurance and pension organisations manage a growing number of European and national regulatory reporting obligations.

UBPartner provides flexible XBRL technology for preparing, converting and validating regulatory reports across multiple insurance and pension reporting frameworks.

Solvency II

Prepare and validate EIOPA Solvency II reports using XBRL technology, including QRTs, filing rules, validation rules and the latest EIOPA taxonomy releases.

IORP & Pension Funds

Support EIOPA Pension Funds reporting with flexible templates, XBRL processing and validation capabilities.

FICOD

Manage Financial Conglomerates reporting requirements using the same flexible XBRL technology and reporting infrastructure.

PEPP

Support EIOPA reporting requirements for Pan-European Personal Pension Products (PEPP), using structured XBRL reporting workflows.

National Insurance Reporting

Manage local and National Specific Templates alongside European reporting frameworks.

IRRD

Prepare for the new Insurance Recovery and Resolution Directive reporting requirements.

EIOPA has developed dedicated IRRD Data Point Models, validation rules and XBRL taxonomies for resolution reporting. UBPartner’s XBRL technology provides a flexible foundation for implementing new reporting requirements as the framework evolves.

UBPartner’s taxonomy-based approach enables reporting environments to adapt as new regulatory packages, taxonomies and validation requirements become available.

With XT Cloud Service, UBPartner provides a managed reporting environment, helping organisations keep their reporting infrastructure aligned with the latest supported frameworks.

Instead of managing separate tools for every regulatory obligation, insurance organisations can use a common XBRL technology platform for multiple reporting frameworks.

One technology. Multiple taxonomies. Flexible reporting workflows.