Swiss Mobiliar has successfully maintained its profitable growth course. The premium volume was raised by 2.4% to CHF 2.358 billion.



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Swiss Mobiliar Holding Ltd. Bundesgasse 35 P.O. Box CH-3001 Bern Phone 031 389 61 11 Telefax 031 389 68 52 swissmobiliar@mobi.ch www.mobi.ch Media information Swiss Mobiliar half-year results 2014 Swiss Mobiliar has successfully maintained its profitable growth course. The premium volume was raised by 2.4% to CHF 2.358 billion. Non-life premiums advanced by 4.8%, well above the average market increase of 1.3% according to Swiss Insurance Association (SVV) figures. Thanks to a favourable loss experience, the combined ratio improved from 91.7% to 89.7%. In the private life and pensions field, business with recurring premiums grew by nearly 3%. Owing to consistently low interest rate levels, single premiums in individual life insurance again declined. In occupational pension business, Swiss Mobiliar retained its market share of over 30% in the fiercely contested semi-autonomous pension fund segment. Demand for full insurance solutions, which Swiss Mobiliar does not provide, remains higher than for pure risk reinsurance. Premium income overall decreased by 4.9%. The half-year result amounts to CHF 263.7 million. Profit contribution from non-life business: CHF 243.4 million Profit contribution from life business: CHF 20.3 million Consolidated capital and reserves rose by CHF 144 million compared to the end of 2013 to CHF 4.114 billion. Swiss Mobiliar Group fulfilled the solvency requirements with a Solvency I ratio of 607% as at 30 June 2014. Calculated in accordance with the Swiss Solvency Test (Solvency II), the Group's ratio stands at over 300%. Thanks to Swiss Mobiliar's mutual structure, customers share in the Group's business success. As of mid-2014, around CHF 140 million from the surplus fund will be returned to policyholders. Interest in Nationale Suisse Swiss Mobiliar has decided not to oppose a takeover of Nationale Suisse and not to submit a counter offer.

Swiss Mobiliar half-year results 2014 2/5 Swiss Mobiliar posts strong 2014 half-year result Half-year figures show that the mutual insurance company Swiss Mobiliar remains well set on its growth course. Premium growth in non-life insurance was once again significantly above the market average. In life insurance, the consistently low interest rate environment and cut-throat competition in the occupational pensions sector had a dampening effect on premium developments. The financial result was positively influenced by the financial market upswing. The overall profit increased by 31.5%. Swiss Mobiliar has decided not to oppose a takeover of Nationale Suisse and not to submit a counter offer. Swiss Mobiliar Group recorded a consolidated profit of CHF 263.7 million for the first half of 2014 (first half 2013: CHF 200.6 million). The result after tax amounts to CHF 243.4 million (first half 2013: CHF 184.4 million) in non-life and to CHF 20.3 million (first half 2013: CHF 16.2 million) in life business. Financial operations contributed CHF 237.4 million (first half 2013: CHF 170.8 million) to the half-year result. The return on investment amounted to 1.6% (first half 2013: 1.2%). As at end of June 2014, the premium volume totalled CHF 2.358 billion, of which CHF 1.807 billion stem from non-life operations and CHF 550.2 million from life business. Consolidated capital and reserves rose by CHF 144 million compared to the end of 2013 to CHF 4.114 billion. The excellent half-year result gives a further boost to the Group's solvency, with the Solvency I ratio now amounting to 607% (end of 2013: 568%). Calculated in accordance with the Swiss Solvency Test (Solvency II), the Group's ratio stands at over 300%. Payments from the surplus fund "I am pleased with the good half-year result," said CEO Markus Hongler. "We have again managed to exploit our strong market position and to align growth and profitability. As usual, this success will be shared with our customers. The beneficiaries are currently motorists and SME, as we are reducing premiums for MobiCar vehicle insurance and for MobiPro business and buildings insurance by 10%. Overall, around CHF 140 million are thereby returned to our policyholders."

Swiss Mobiliar half-year results 2014 3/5 Non-life insurance: strong premium growth continues Premium developments in non-life insurance impressively underscore the fact that Swiss Mobiliar has again strengthened its market position. The premium volume increase of 4.8% is only slightly below the year-back growth of 5.0% and once again distinctly above the average market growth of 1.3% according to the Swiss Insurance Association. The foundation for this result was laid primarily by the good new business figures and the low cancellation rate. All strategic business areas contributed to the premium increase, with mobility insurance, legal protection insurance and business insurance for SME achieving the highest growth rates. Swiss Mobiliar has thus managed to expand its position in both the private and the corporate customer segments. No major natural disasters were registered in the first half of the year. Swiss Mobiliar is, however, concerned about generally observed trends in the loss experience of comprehensive motor vehicle insurance and collective daily sickness allowance insurance. Thanks to lower losses incurred compared to the first half of 2013, the underwriting result advanced by 28.7% to CHF 126.0 million. The combined ratio improved by 2.0 percentage points to 89.7% and, at 26.2%, the cost ratio was slightly lower than the year-back figure (26.6%). Life insurance: unit-linked life insurance with guarantee on the rise The overall premium volume in life insurance decreased by 4.9%, while the market as a whole recorded a 3.4% increase (excl. single premiums in group insurance). Single premiums in individual life and pension insurance continued to decline in the entire life insurance market due to persistently low interest rates. In the occupational benefits sector (group insurance), business with semi-autonomous pension funds is marked by aggressive competition for market share. There is an ongoing trend in this sector towards full insurance solutions, which Swiss Mobiliar does not provide. The company maintained its leading position in pure-risk life insurance for private individuals. Sales of savings-oriented life policies surged by more than 20% thanks to the newly launched unit-linked life insurance with guarantee. Overall, individual life and pension insurance with recurring premiums recorded an increase of close to 3%. In its core business within the occupational pension field, i.e. business with semi-autonomous pension funds, Swiss Mobiliar successfully maintained its market share of over 30%. Due to a shrinking market, the premium volume in pure-risk reinsurance was down compared to the year-back level. In the first half of 2014, a total amount of CHF 40 million was disbursed to customers who are entitled to the minimum disbursement rate based on their contracts with Swiss Mobiliar.

Swiss Mobiliar half-year results 2014 4/5 Benefits in the case of death were up in comparison to the first half of 2013 in both individual and group life and pension insurance. Disability benefits in the occupational pension sector remained at a high level. The underwriting result, which includes CHF 20.7 million allocated to policyholders as surplus participation, was lower year-on-year. Costs were reduced somewhat overall. Owing to the decline in premiums earned, the cost ratio advanced by 0.4 percentage points to 15.0%. Financial result benefits from financial market upturn Capital assets registered a positive development. Price gains were achieved particularly in the categories of gold, equities, indirect investments in real estate and convertible bonds. The financial result improved markedly by almost 40% and contributed a total of CHF 237.4 million (first half 2013: CHF 170.8 million) to the half-year result. The increase is due mainly to higher income from appreciation and lower depreciation on financial investments. The return on investment amounted to 1.6% (first half 2013: 1.2%), investment performance came to 3.5% (first half 2013: -1.1%). Swiss Mobiliar Group Every third household in Switzerland is insured by Swiss Mobiliar. Active in all lines of insurance, Swiss Mobiliar's premium volume amounted to CHF 3.4 billion as at 31 December 2013.160 agencies and offices spread throughout the country, among them about 80 largely independent general agencies with their own claims service, guarantee proximity to more than 1.6 million customers. Swiss Mobiliar Insurance Company Ltd. is domiciled in Berne, Swiss Mobiliar Life Insurance Company Ltd. in Nyon. The Swiss Mobiliar Group also includes Swiss Mobiliar Asset Management Ltd., Protekta Legal Protection Insurance Ltd., Protekta Risk-Consulting Ltd., Mobi24 Call-Service-Center Ltd. and XpertCenter Ltd., all domiciled in Berne. Swiss Mobiliar has around 4,300 employees in its home markets of Switzerland and the Principality of Liechtenstein and about 320 trainees. It is Switzerland's oldest private insurance company and has operated on a mutual basis since its founding in 1826.

Swiss Mobiliar half-year results 2014 5/5 Mobiliar Group half-year results 2014 key figures 2014 2013 Change Profit and loss account figures (1 Jan. to 30 June) CHF million CHF million in % Group premium volume 2,357.5 2,303.3 +2.4 Non-Life Gross premiums 1,807.3 1,724.9 +4.8 Net earned premiums 1,229.1 1,183.8 +3.8 Underwriting result 126.0 97.9 +28.7 Financial result 153.3 108.1 +41.8 Profit after tax 243.4 184.4 +32.0 Life Gross premiums 550.2 578.4-4.9 Net earned premiums 394.3 409.8-3.8 Underwriting result -61.7-45.3-36.2 Financial result 84.1 62.7 +34.1 Profit after tax 20.3 16.2 +25.3 Consolidated half-year profit 263.7 200.6 +31.5 Balance sheet figures 30 June 2014 31 Dec. 2013 Assets Fixed assets 16,367.0 15,619.1 +4.8 of which capital investments 15,200.9 14,421.2 +5.4 Current assets 537.9 421.5 +27.6 Liabilities Debt capital 12,791.1 12,070.8 +6.0 of which technical provisions for own account 10,246.4 9,429.5 +8.7 Consolidated capital and reserves 4,113.8 3,969.8 +3.6 Solvency I 607% 568% Solvency II (in accordance with SST) 1 >300% >300% 1 Based on the internal model assessed and provisionally approved by FINMA.