Professional insurers use the U-yield particularly for pricing immediate annuities, but also as a measure of profit sharing.
+31 (0)35 628 57 53
What is U-yield?
Each month, the Centre for Insurance Statistics calculates and publishes the U yields. These return measures are derived from the average effective return achieved on all guilder and euro bonds issued by the State of the Netherlands, which are continuously quoted in the Official Price List. The average remaining term for the U-yield is between two and ten years.
This we promise
Contact within 1 working day without obligation
Answers to all your questions about U-Rating
What requirements does it have to meet?
Definition adjusted as at 1 June 2001; circular SL-L 2001/13
1. The U-yield is therefore determined monthly on the basis of the effective yield of all guilder and euro bonds issued by the State of the Netherlands that meet each of the following requirements.
The loans are tested against the size requirement as described under D and E respectively at the end of each calendar year.
2. The U-yield is the average of six partial U-yields. A partial U yield is determined twice a month, on the 15th and at the end of the month. The determination of the Partial-U yield is based on the last known effective yields of each loan as published in the Official Price List on the above dates.
A part-U yield is equal to the sum of A 10 % of the arithmetic mean of the medians of the effective yields of all loans with an average remaining maturity of 2-3 years, 3-4 years and 4-5 years.
B 65 % of the arithmetic mean of the medians of the effective yields of all loans with an average remaining maturity of 5-6 years, 6-7 years, 7-8 years, 8-9 years and 9-10 years, C 25 % of the median of the effective yields of all loans with an average remaining maturity of 10-15 years.
3. Once the partial U yield as at the 15th of a month has been determined, the U yield for the following calendar month will also be determined as the average of the last six known partial U yields.
We help with
This is our working method
Facts and Figures
Already 900 companies and individuals went before you
Customers rate our services with a:
Habermehl was founded in 2000 and is growing steadily. Our team consists of 10 tax specialists, lawyers, assistant accountants and salary administrators.
Member of the Dutch Association of Tax Advisers
Habermehl works together with
What can we help you with?
You can reach us at (035) 628 5753 or firstname.lastname@example.org. Do you prefer us to contact you? Fill in your details and we will contact you as soon as possible.