Sam Burgess
Associate
London, UK
Sam Burgess is an associate actuary within Milliman's Life Practice in London.
Experience
Sam joined Milliman in April 2020.
Education
- MMath, Mathematics, Warwick University
Publications
Read their latest work
Article
Analysing 2023 Solvency and Financial Condition Reports (SFCR) of life insurers in Europe and the UK
02 October 2024 - by Sam Burgess, Neil Christy, Yuliia Maznytsia, Diya Pittie, Isabel Stansfield
Our analysis covering Europe and the UK dives into life insurer SFCRs for year-end 2023, including key financial information from the quantitative reporting templates.
Article
Shareholder Value reporting in Europe: Solvency II based metrics
16 September 2024 - by Sam Burgess, David Burston, Tatiana Egoshina, Andrew Kirk, Chew Hou Ng, Stuart Reynolds, Isabel Stansfield, Lyndsay Wrobel
Our 2024 annual summary of Solvency II-based metrics details last year’s results and gives insight on key themes in reporting.
Article
Global life and health insurance mergers and acquisitions (M&A)
16 April 2024 - by Ian Humphries, Katie Nelson, Tanner McKerlie, Chew Hou Ng, Sam Burgess, Lyndsay Wrobel, Stuart Reynolds, Ariel Hojman, Fernando Mesquida
Globally, 80 life and health insurance mergers and acquisitions were announced in 2023, down from 131 in 2022. However, total publicly announced deal values rose from US$20.4 billion in 2022 to US$21.5 billion in 2023.
Article
Shareholder value reporting in Europe: Solvency II based metrics
13 November 2023 - by Sam Burgess, Tatiana Egoshina, Stuart Reynolds, Isabel Stansfield, Lyndsay Wrobel
This report summarises the annual research performed by Milliman which looks at Solvency II based metrics for a sample of over 20 firms in Europe based on disclosures at year-end 2022.
Article
Analysis of life insurers' solvency and financial condition reports year-end 2022: European and UK life insurers
26 September 2023 - by Sam Burgess, Neil Christy, Isabel Stansfield
U.K. life insurers disclosed healthy results in the year-end 2022 SFCRs, while those in Europe reported an overall increase in the level of SCR coverage ratio.
Article
Global Life and Health Insurance Mergers and Acquisitions (M&A)
03 August 2023 - by Ian Humphries, Sam Burgess, Katie Nelson, Tubin Wang, Candace Wang, John Gakuya, Stuart Reynolds
In 2022, life and health insurance transaction activity was down sharply. Our research points to the likely causes and projects the landscape for future mergers and acquisitions.
Article
Shareholder value reporting in Europe: Solvency II based metrics
21 March 2023 - by Sam Burgess, Stuart Reynolds, Lyndsay Wrobel
We consider what key themes can be drawn from how European insurers have reported their performance over 2021 in a post-COVID environment.
Article
Analysis of life insurers' solvency and financial condition reports year-end 2021
18 October 2022 - by Sam Burgess, Neil Christy, Stuart Reynolds, Isabel Stansfield
Our analysis covering Europe and the U.K. dives into SFCRs from year-end 2021, including key financial information contained in the reports’ QRTs.
Article
Shareholder Value Reporting in Europe - Solvency II Based Metrics
30 November 2021 - by Sam Burgess, Stuart Reynolds, Lyndsay Wrobel
We consider the impact of the pandemic to firms’ supplementary reporting metrics, and their level of Solvency II Own Funds and solvency positions.
Article
Analysis of life insurers’ solvency and financial condition reports year-end 2020: European and UK life insurers
30 September 2021 - by Sam Burgess, Neil Christy, Stuart Reynolds, William Smith, Isabel Stansfield
Average SCR coverage ratio was 223% at year-end 2020, down from 232% in 2019, but the European life insurance market remains well capitalised.