The Airport Insurance Market a London perspective



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ace global markets The Airport Insurance Market a London perspective January 2008 Simon Abbott Senior Underwriter

Introduction The London Insurance Market Lloyd s The London Company market The Placing Process Capacity Market Update Airport Insurance A survey of Airport Liability Limits

The London Insurance Market The Lloyds Market

The Lloyd s Insurance Market - Historical Context Lloyd's of London traces its roots to a coffee shop founded by Samuel Lloyd in 1688. By 1734, the official list of vessels and values known as the "Lloyd's List" was first published. In 1769, underwriters took their informal arrangement and founded the organization we know today as Lloyd's of London. In 1779, the first standard policy wording was developed for use at Lloyd's. In 1906, the British Parliament enacted the Marine Insurance Act. This legislation continues to influence marine insurance policy wordings and conditions.

The Lloyd s Insurance Market what is Lloyd s? Lloyd's is the world s leading specialist insurance market. Brokers come into the market and shop around to get the best price, terms and conditions. Lloyd s covers the world s most complex and specialist risks Insurance is underwritten by the members of Lloyd s.

The Lloyd s Insurance Market Financial Facts Lloyd s has capacity to write USD 32.2 bn of business in 2007 In 2006 Lloyd s reported a profit of USD 7.324 bn Last year Lloyd s combined ratio was 83.1%. The Lloyd s market is rated A by AM Best and A+ by Fitch and Standard & Poors At the end of 2006, the net assets of the Lloyd s Central Fund, which serves as security for Lloyd s policies, stood at USD 2.68 bn.

The London Company Market International Underwriting Association of London How is this different to Lloyd s? More flexible? Less legislation? Who needs a marketplace like Lloyds anyway? It s old fashioned in this day of modern communications

The Placing Process The London Insurance market is unique in its approach to contracting insurance. The current process requires a licensed broker to visit a lead underwriter insurer - with details of the risk and an outline of the contract in the form of a slip. The lead underwriter will then indicate the terms, conditions and price and if acceptable to the broker/ his client, the underwriter will then indicate percentage his/ her participation on the slip by putting a line down on the slip. The broker will then move on to the next underwriter and so on until the slip has at least 100% support.

The Placing Process Why place more than 100%?

Capacity Worldwide Market Capacity for Airport Liability Risks On a US domiciled Airport On a ROW domiciled Airport

2007 Capacity* Airports US based on a limit of US$1,500m Lloyd s 13.33% Kiln 510 2.00% St Paul (5000) 3.33% Amlin 2001 5.65% Catlin 20.00% Faraday 435 6.00% Chaucer 1084 1.50% TOTAL 50.14% 50.14% 40.30% London AIG 30.00% GAUM 20.00% Generali 3.00% Liberty Mutual 3.30% Allianz 10.00% Wurttemburgische 4.00% Aspen 3.30% Limit 10.00% TOTAL 83.60% Europe AXA 10.00% LRA 7.50% Munich Re 10.00% Swiss Re 5.00% Inter Hannover 5.00% Glacier 1.50% Partner Re (Winterthur) 3.00% Sirius 2.50% Aviabel 0.50% TOTAL 44.50% 44.50% 45.00% 3.00% Total Capacity* 182.94% *indicates capacity available not necessarily deployed in all cases USA AIG 10.00% Berkley 5.00% Interaero 10.00% CV Starr 20.00% ACE USA ##### TOTAL 45.00% Rest of the World Tokio Marine 3.00% TOTAL 3.00%

London Market US Airports 2007 73% of available capacity in 2007 for US Airports was generated from the London Market Of this available capacity 37% came from Lloyds The London Market is an integral part of the US Airport book

2007 Capacity* Airports Non-US, based on a limit of US$1,500m Lloyd s 2488 13.33% XL 1209 7.50% Kiln 510 2.50% St Paul (5000) 3.30% Amlin 2001 5.65% Starr Aviation 20.00% Catlin 7.00% Faraday 435 6.00% Chaucer 1084 3.00% QBE/Limit 10.00% TOTAL 78.31% 78.31% 73.60% London AIG 30.00% GAUM 20.00% Generali 3.00% Liberty Mutual 3.30% Allianz 10.00% Wurttemburgische 4.00% Aspen 3.30% TOTAL 73.60% Europe AXA 10.00% LRA 7.50% Munich Re 10.00% Swiss Re 5.00% Inter Hannover 10.00% Glacier 1.50% Partner Re (Winterthur) 3.00% Sirius 2.50% Aviabel 0.50% TOTAL 50.00% 50.00% 18.00% Rest of the World Tokio Marine 3.00% Berkley 5.00% Interaero 10.00% TOTAL 18.00% Total Capacity* 219.91% *indicates capacity available not necessarily deployed in all cases

London Market Non US Airports 2007 152% of available capacity in 2007 for Non US Airports was generated from the London Market Of this available capacity 52% came from Lloyds Of all the airports outside the US London is either the lead or the lead reinsurer on the vast majority. ACE alone is the lead or lead reinsurer of almost 40% of the capital city airports in Europe.

Market Update Airports/ ATC Margins reducing thanks to competitive pricing and increased losses Dogged by over capacity Higher limits are available at attractive premium levels War Third Party limits USD 150 million No change on deductibles Actuarial Claims Inflation of 6% per year

Market Update Major Airport / ATC/ MRO losses last 7 years April, 2000 - Mexicana aircraft caught fire whilst being refuelled at Veracruz Airport, Mexico US$ 15,000,000 October, 2001 - SAS MD87 and private Cessna collided at Milan Linate Airport, Italy US$ 74,000,000 July, 2002 - A DHL B757 and Bashkirian Airlines TU154 collided in mid-air over the Swiss / German border US$ 36,000,000 May,2004 Terminal collapse US$28,000,000 May, 2005 Cargo Terminal destroyed by fire US$ 58,000,000 May, 2005 Hangar with four aircraft destroyed by fire US$ 107,000,000

Market Update Major Airport / ATC/ MRO losses last 7 years

Estimated Airport/ ATC - Premium & Claims US$ G.Premium US$ Incurred Claims 300 250 US$ Millions 200 150 100 50 0 2001 2002 2003 2004 2005 2006

A survey of Airport Limits of Liability

A survey of Airport Limits of Liability The purpose of this survey is to ascertain the adequacy of current Limits of Liability carried by airport owners and operators. I have restricted this survey to 50 airports around the globe but excluding the US. I have taken the average passenger liability award of USD 5 million, which reflects aviation awards in US jurisdictions.

A survey of Airport Limits of Liability The Perfect Storm/ scenario maybe a runway incursion involving two aircraft each fully loaded with 350 passengers. Bearing in mind that runway incursions are fast becoming one of the key areas of concern for the FAA as airports become more and more congested. With 700 passenger deaths resulting from this accident and added to this the cost of the two aircraft, the total bill could be circa USD 3.8 billion. (Hull values estd. at USD 150 million each)

A survey of Airport Limits of Liability In this scenario the main defendants in the case are the airlines in question, the ANS/ ATC provider and the airport authority. The official accident report, which of course is not admissable as evidence, finds the pilots of both aircraft not to be directly at fault. However the ANS/ ATC provider and Airport are found to be both culpable due to misdirecting of aircraft: Poor signage and miscommunication with the Tower Construction equipment blocking taxiways/ hit aircraft Inadequate NOTAM s etc.

End Result? A survey of Airport Limits of Liability Airport is found in court responsible for a third of the total Liability award to the passengers: USD 1,166,550,000 (this ignores the cost off the replacement of the hull values which the airline s insurers might try to recover off the airport authority and the ANS/ ATC provider). DO YOU STILL THINK YOU HAVE ADEQUATE INSURANCE?

A survey of Airport Limits of Liability In the next three slides I have listed the 50 airports in my survey into three bands by annual passenger movements: 68 million down to 30 million passengers 29 million down to 15 million passengers 14 million down to 1 million passengers Each airport not identified shows the current Liability Limit they purchase in some cases converted into US$.

2500 2000 1500 1000 500 0 A survey of Airport Limits of Liability 30m to 68m ann. Pass. >30m Average 33,000 34,000 39,000 45,501 48,655 52,811 68,000 Ann Pass per 1,000 32,000 31,000 30,000 CSL ($m)

A survey of Airport Limits of Liability 15m to 29m ann. Pass. 2500 2000 15m>29m Average CSL ($m) 1500 1000 500 0 15,000 15,540 17,500 18,000 19,745 Ann Pass per 1,000 22,000 23,500 29,000

A survey of Airport Limits of Liability 1 m to 14m ann. Pass. 1400 1200 1m>15m Average 1000 CSL ($m) 800 600 400 200 0 1,000 1,500 4,000 5,000 5,500 Ann Pass per 1,000 6,868 7,700 9,285

A survey of Airport Limits of Liability I would argue that Airports outside the US by and large barely carry adequate limits for today s liability awards/ exposures. But what about the US Airports??? Any questions?

Simon Abbott BA (Hons) ACII Senior Underwriter Ltd ACE Underwriting Agencies Ltd/ Syndicate 2488 at Lloyd s ACE Building 100 Leadenhall Street London EC3A 3BP +44 (0) 20 7173 7693 tel +44 (0) 20 7327 3385 Lloyds tel +44 (0) 7766 994648 mobile simon.abbott@ace-ina.com