100 Years of Allianz Aviation Insurance



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Allianz Global Corporate & Specialty SE 100 Years of Allianz Aviation Insurance Aviation Henning Haagen Munich July 9 th 2015

100 Years of Allianz Aviation Insurance 1914 11 years after the Wright brothers power the first flight, the first scheduled commercial airline flight occurs from St. Petersburg to Tampa, Florida, US 1920 1937 The Hindenburg, the famous German dirigible, is destroyed by fire and an explosion of an unknown origin during landing proceedings at Lakehurst, New Jersey on May 6. 36 people lost their lives. The Hindenburg was insured by Allianz. Origins of the Luftpool in Germany: an association of Allianz and other insurers to collectively insure aviation hull risks 1955 The German aviation sector is boosted when a re-formed Lufthansa gains approval to start scheduled flights. 1985 The German Luftpool now also offers aerospace risk insurance solutions. 1915 Allianz starts its aviation insurance business in Germany, insuring airships 1928 First transatlantic flight from East to West in a Junkers W 33 aircraft by Hünefeld, Köhl and Fitzmaurice, insured by Allianz (pic: New York celebrates the arrival of the Bremen ) 1952 Launch of the jet age. The first commercial jetliner, the De Havilland Comet, enters service. Copyright Allianz Global Corporate & Specialty, 2015 2

100 Years of Allianz Aviation Insurance 2001 Terrorist attacks on World Trade Center in New York, US on September 11. 2006 Allianz Global Corporate & Specialty (AGCS), which insures aviation, and a number of other corporate risks, is founded by pooling subsidiaries of Allianz. 2003 The German Luftpool ends its business as re-insurer of aviation risks. 2014/2015 The aviation industry is impacted by a number of disasters including the disappearance of Malaysia Airlines flight MH370 and the shooting down of flight MH17 in 2014. In March 2015, Germanwings flight 4U9525 crashed in the Alps. The Risks of the Future Innovation, climate change and managing future growth are among the risks likely to challenge the aviation industry in coming decades. Copyright Allianz Global Corporate & Specialty, 2015 3

A Pioneer Takes Off Allianz aviation insurance is celebrating its 100th birthday In 2015, Allianz is celebrating an impressive success story: 100 Years of Underwriting Aviation Risks. Allianz has been at the forefront of global aviation insurance from the early days of powered flight, making us one of the largest, most experienced aviation insurance teams in the world. Today, AGCS is one of the leading Aviation insurers and provides global cover for the following sectors: 2014 Premium Written Euro 582m General Aviation Airlines ProductsAirports Space Treaty GA 36% Products 25% Airports 5% Airlines 23% Space 8% Tretay 3% Did you know that The first accident cover for Aviation was brought to the market in 1908. In the 1920s, Allianz insured the early Zeppelin dirigibles and the first successful East- West Atlantic crossing by Hünefeld, Köhl and Fitzmaurice. Amongst our AGCS Aviation team are many pilots and Aviation engineers. The experience gained from the past 100 years and a highly professional team of aviation experts ensure that Allianz will keep flying strong in the future.

AGCS Aviation A leading capacity for Major Risks, General Aviation, Space and Treaty Airlines: Hull and liability protection for passenger and cargo airlines, including regional operators and international flag carriers (up to $30mn Hull, $250mn Liability) Aerospace: Physical damage and liability cover for manufacturers, products and suppliers as well as for airports, refuellers and associated providers (up to $600m Liability) General Aviation: Hull and liability cover for small and medium-sized acft (<60 pax) and helicopters incl. private pilots, commercial fleets, corporate jets and ground service providers (up to $75mn Hull, $600mn Liability) Space: Coverage offerings including production plant / launch pad property damage, prelaunch and launch, and in-orbit Treaty: Coverage offerings including non major and major risk, proportional and non proportional treaty capacity for Allianz OE s and external clients (up to $ 20m any one client) Offering global expertise and specialist cover to our partners worldwide, from individual aviation clients to the largest players in the aviation industry.

AGCS Aviation Global Aviation Structure Global Head of Aviation Henning Haagen Region North America John Downey Country Heads: Canada / Martin Digby USA + MEX / Jon Downey Region London and South America Matthew Farrell Country Heads: UK / Matthew Farrell Asia / NN Pacific / Mike Dalton South America / through local OE s Global Product Management Team Airlines Tom Fadden Aerospace Axel von Frowein General Aviation Mike Kriebel Space Thierry Colliot R/I Treaties Hubert Oeckl Region German y and CEE Russia Josef Schweighart Country Heads: Germany / Josef Schweighart Austria / Stefanie Thiem Switzerland / Marcel Wagner Russia / Roman Chernov Region Mediterranean Thomas Cahlik Country Heads: France / Thierry Colliot Italy / Franco Liverani Spain / David Garrido Broad international footprint to service our Aviation clients worldwide 14 countries, 16 offices offering best in class Aviation expertise

Scope of report The study focuses on significant global developments in the commercial aviation sector and air safety in particular, from the beginning of the jet age in 1952 to the present day. The findings of this report have been produced with the assistance of Embry-Riddle Aeronautical University, the world s largest, fullyaccredited university specializing in aviation and aerospace. It features improvements in the safety record of the industry over the period of 60 years, identifying and examining key trends and drivers, as well as regional differences potential developments that will impact the aviation sector and the aviation insurance landscape in future.

> Business interruption (both physical- and non-physical damage) and supply chain risks are currently the greatest concern for aviation practitioners > Intensified competition and market stagnation/decline, natural hazard risk, regulatory change and technological innovation also rank highly on the risk register > Data breaches and cyber terrorism are perceived to be growing risks.

Aviation fatality rate > Between 2001 and 2012 there were only two passenger deaths for every 100 million passengers on commercial flights. > In comparison, during an early decade of the jet age, (1962 to 1971), there were 133 passenger deaths out of every 100 million passengers (see chart right). The recent, tragic air disasters do not necessarily reflect any major systemic problems with safety. On the contrary: based on the worldwide number of fatal accidents, in recent years the aviation sector has been at its safest level since the beginning of the jet age in 1952.

Aviation fatality odds > In 1959 an individual would face the chance of being in a fatal accident once out of every 25,000 departures in the US and Canada. > Today, the odds of dying in a crash aboard an airplane in the US or the European Union are calculated to be 1 in 29 million. > The odds of being killed by lightning are 1 in 10.5 million. > The odds of dying while riding a bicycle are 1 in 340,000 or about 100 times greater than flying. > There are currently fewer than two passenger deaths for every 100 million passengers on commercial flights.

Aviation accident rate In the past 30 years in particular air safety has evolved greatly, underpinned by technology, navigation systems, reliable airframes and engine improvement. > Currently, worldwide fatal accident rates are just over.01 per million for the US and Canada, and.035 for the rest of the world. > In commercial aviation operations, it is estimated 70% of fatal accidents are related to human error with pilot fatigue a major contributor. > The much-improved safety environment is reflected in the fact that premiums for aviation insurance were at their lowest levels for many years, prior to 2014 s loss activity.

Growth in passengers and freight > By 2050 it is estimated that some 16 billion passengers equivalent to more than double the current global population of around seven billion will need to be flown yearly: an anticipated increase of 384% compared with the 3.3 billion passengers expected to fly during 2014. > In 1960 just 106 million passengers flew worldwide. > In 2014 50 million tons of freight will be flown across almost 50,000 routes. By 2050 this is expected to increase significantly to 400 million tons. The worldwide growth of passenger travel has tripled over the past five decades.

Regional variations on safety 50 years behind The accident rate in the least developed region of Africa in 2010 was comparable to that of the US, Canada and the EU in 1962. However, the region has made progress in recent years. of global aviation fatalities occurred in Africa and Asia. Meanwhile, Africa is forecast to have one of the highest rates of growth of air traffic of the next years.

Accidents by phase of flight > Analysis over 10 years (2003-2012) shows most accidents occur during descent and landing (57%), followed by the takeoff / climb stage of the flight (24%). Just 9% occur during the cruise stage. > The percentage of fatal accidents during cruise has decreased by 35% in the past 10 years. > The reduction in the accident rate has been mostly the result of improved navigational and approach instruments.

Safest seat on board of an aircraft Is there a safest seat onboard of an aircraft? Short answer: no. Aviation experts unanimously agree that there is no safest seat on an aircraft as no two crashes are alike. However, approximately 90% of aircraft accidents are categorized as survivable.

Accident rate by generation aircraft From established and projected trends, the average lifespan of a typical commercial aircraft is about 25 years. Historically, aircraft experience a higher failure/ accident rate when they are first introduced and at the end of their designed life span. Analysis shows 27,065 active aircraft as of May 1, 2013. First generation of jet aircraft 1952-1966. Second generation 1967-1974. Current generation 1974 - forward. Early wide body aircraft (First generation) entered service in 1971 and were produced until 1989. First generation jets were Comet, Caravelle, Douglas DC8, Boeing 707.

On the horizon aviation risk management challenges > Plane crashes remain the major cause of loss for the aviation sector in terms of number of insurance claims generated (23%) and their subsequent value (37%) > Plane crashes are the third most expensive cause of loss for businesses behind ship groundings and fire, according to an analysis of more than 11,000 major business claims by AGCS. > Almost a fifth (18%) of aviation claims relate to ground handling claims and 16% to mechanical failure. > There has been a 50%-plus increase in exposure (ie the potential loss) since the turn of the century, driven by increasing fleet values and more passengers. Increasing fleet values will push the value of risk exposure past this total in the next few years

On the horizon emerging risk assessment In addition to risks such as business interruption, intensified competition or natural hazard, a number of other new potential threats will be increasingly in the risk spotlight in future. Pilot shortage and training issue Growing demand for air travel is presenting the aviation industry with the challenge of having to find hundreds of thousands of new pilots in the future. More turbulence on the way Scientists predict that one effect of a warming planet is that international flights will get more turbulent by the middle of this century. Growth of UAVs Increase in damages such as potential collision, third party damage or injury and resulting liability. Damage from foreign objects Fifth highest generator of insurance claims by number. Bird strikes are a notable cause of loss in this area. Attempts are being made to reduce further the number of strikes on takeoff and landing at airports through bird management and control. Cyber as weapon of choice against aviation community? According to AGCS there is increasing concern in the aviation sector about the impact a large-scale cyber attack could have, particularly given the interconnected world of booking systems and client data. Data breaches and cyber terrorism are perceived to be growing threats.

Summary and key findings Business interruption (both physical- and non-physical damage) and supply chain risks are currently the greatest concern for aviation practitioners. Data breaches and cyber terrorism are perceived to be growing risks. By 2050 it is estimated that some 16 billion passengers will need to be flown yearly, an anticipated increase of 384% compared with approximately 3.5 billion passengers flying annually today. There are currently fewer than two passenger deaths for every 100 million passengers on commercial flights. By comparison during an early decade of the jet age, (1962 to 1971), there were 133 passenger deaths out of every 100 million passengers. Huge improvements in aviation safety may be leading to fewer catastrophic losses over the long term but technology brings its own vulnerabilities with the cost of aviation claims rising, driven by the widespread use of new materials, as well as ever more-demanding regulation and growth of liabilitybased litigation. Macro trends reaffirm the need for large global insurers with a global footprint and underwriters that understand the changing nature of aviation risk FURTHER SUCCESFUL

100 Years of Allianz Aviation Insurance Macro trends reaffirm the need for well capitalised large global insurers with a global footprint and underwriters that understand the changing nature of aviation risk This is, what Allianz is Today, and will be in the Future to service you, our clients

Allianz Global Corporate & Specialty SE 100 Years of Allianz Aviation Insurance Thank you for your attention! Henning Haagen Global Head of Aviation