Prepare for LDTI Reporting Requirements
The clock is ticking towards the LDTI compliance date and LDTI reporting requirements – will you be ready?
Given the scope of impact, planning must start now and begin with a comprehensive strategy.
Leveraging Workiva’s solutions in coordination with PwC’s LDTI technical expertise, PwC developed a solution that can be enabled within your Workiva environment that:
- Uploads source data from your actuarial validation and accounting systems to Workiva tables (and can be enabled via an API)
- Leverages customized queries to summarize data for financial reporting and management reporting
- Uses Workiva’s connected reporting functionality to link Workiva tables to a customized LDTI footnote template and management reporting template to simplify your reporting needs
We’ll work with you as permissible to help configure this in a way that fits your needs, saves time, and allows you to focus on what can bring the most value to your business.
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