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市場調査レポート
生命保険・年金市場の競合動向：2009年第1四半期
Life and Pensions Competitor Tracker Q1 2009
| 発行 |
Datamonitor |
| 出版日 |
2009年05月 |
商品コード |
90323 |
| ページ情報 |
英文 37 pages |
| 価格 |
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Abstract
Introduction
The Life and Pensions Competitor Tracker tracks strategic developments in
product innovation, customer targeting, M&A, partnerships and organic growth.
It provides expert analysis about trends developing in the global market,
supported by the strategic moves of 42 of its leading competitors.
Key reasons to purchase this research
- Track the strategic developments announced by 42 of your key competitors.
- Assess which geographies and strategic areas are seeing the most activity.
Table of Contents
OVERVIEW
- Catalyst
- Summary
- Methodology
TABLE OF CONTENTS
INTRODUCTION
- The Life and Pensions Competitor Tracker provides both one month and 12
month views of developments
- Datamonitor tracks 42 key life and pensions providers and distributors
each quarter
- Datamonitor' s Life and Pensions Team provides analysis of the key
developments
- A fully searchable database of the past 12 months of developments is
also delivered alongside in the report
KEY TRENDS AND DEVELOPMENTS IN Q1 2009
- The life and pensions market has observed several competitor developments
and industry trends
- Product innovations from life and pensions companies have focused on
financial security and investments to suit the risk profile of today' s
customers
- The market continues to be led by strong product innovation levels from
Aviva and Manulife
- Life and pensions companies are switching focus back to domestic markets
but emerging markets remain vital
- The first quarter of 2009 exposes a slower pace of competitor developments
- The number of competitor developments in Q1 2009 totaled to 51
developments
- Competitors have focused more on product innovations than M&A,
partnerships and organic growth
- Product innovations continues to outweigh customer targeting
developments amongst providers
- Product innovation in Q1 2009 has centered on protection insurance and
life-based investment products compared to the previous quarter
- Organic growth became slightly less visible in the market in Q1 2009
- Competitor developments continue to occur on a global stage
PRODUCT INNOVATION AND CUSTOMER TARGETING
- Allianz
- Indonesia: Allianz Indonesia surpasses IDR1 billion from microinsurance
business
- Aviva
- Turkey: AvivaSA Emeklilik ve Hayat introduces ‘The future is in
your hands'
- France: Aviva introduces 5% guarantee in 2009 with Aviva Janvier 2010
- Germany: Delta Lloyd expands its unit-linked product range
- India: Aviva Life Insurance launches Aviva LifeShield Plus
- UK: Norwich Union Healthcare adds two health and fitness club providers
- UK: Aviva offers tailored packages and services to independent brokers
- Axa
- UK: Axa increases the age limit on its life cover
- UK: Axa offers UK blue-chip equity income fund
- Friends Provident
- UK: Friends Provident enhances its critical illness cover
- UK: Friends Provident simplifies its fund choice for pension scheme
members
- UK: Friends Provident' s automated notification service available to
advisers
- UK: Friends Provident speeds up payment of Open Market Option transfer
with Options
- Liverpool Victoria
- UK: LV= offers free critical illness cover to new income protection
customers
- Manulife Financial
- Canada: Manulife introduces life and critical illness insurance coverage
through Personal Benefits
- Canada: Manulife Insurance launches lifestyle-relevant medical plan
- Japan: Manulife Japan sells its individual variable annuity insurance
product through The Bank of Yokohama
- US: John Hancock Life Insurance launches its new Protection UL-G product
- US: John Hancock launches its new Accumulation UL product
- UK: John Hancock launches needs-based tools for long-term care (LTC)
insurance marketing
- Prudential US
- US: PruLife Return of Premium Term now available in New York state
- US: Prudential enhances annuity optional benefits
- US: Prudential introduces new long-term care insurance
- Scottish Widows
- UK: Enhancements made to corporate pensions
- Skandia
- UK: Skandia International introduces a new deal for the New Year
- UK: Skandia adds eight Pictet funds to investment platform
- UK: Skandia launches PriceWatch, an online calculator for financial
advisers
- UK: Skandia offers new online healthcare service to clients
- UK: Skandia obtains access to two new Castlestone funds
- UK: Skandia plans to increase its passive funds
- Zurich
- US: Zurich enters into a Microinsurance collaboration with Women' s World
Banking
M&A, PARTNERSHIPS AND ORGANIC GROWTH
- Allianz
- Germany: Allianz reorganizes its banking business in Germany
- Aviva
- Netherlands: Delta Lloyd and ABN AMRO to continue their insurance joint
venture
- Australia: Aviva ties up with Wide Bay Australia to offer life insurance
- Europe: Aviva to rebrand itself in the UK, Poland and Ireland
- BNP Paribas
- Taiwan: Taiwan Cooperative Bank and BNP Paribas Assurance establish BNP
Paribas Assurance TCB Life Insurance Company
- Belgium: New terms governing the acquisition of Fortis' s activities
- CNP Assurances
- Greece: CNP Assurances completes agreement with Marfin Popular bank
- France: Caisse Nationale des Caisses Epargne to transfer its CNP
Assurances shares to the central body of the merged Caisses d' Epargne and
Banques Populaires groups
- Friends Provident
- India: Friends Provident signs deal with Wipro
- ING
- Canada: ING completes the sale of ING Canada
- Taiwan: ING completes the sale of Taiwanese life insurance business to
Fubon Financial Holding
- Lincoln National
- US: Lincoln Financial Group enters into a reinsurance agreement with
Commonwealth Annuity and Life Insurance Company
- Liverpool Victoria
- UK: LV= Broker division expands network in Birmingham
- UK: Capita acquires Hero insurance services
- Manulife Financial
- Japan: Manulife Japan sells Yume-no-Teikibin through Bank of
Tokyo-Mitsubishi UFJ
- China: Manulife-Sinochem inaugurates its new sales office in Mianyang
- Old Mutual
- US: Old Mutual' s US life offshore business to close to new business
- Prudential
- Taiwan: Prudential to transfer agency force and assets and liabilities
of agency distribution business in Taiwan to China Life Insurance
- Prudential US
- Japan: Gibraltar Life signs a definitive agreement to serve as
reorganization sponsor for Yamato Life
- US: New York Metropolitan Transportation Authority selects Prudential
Retirement as its third party service provider
- The Co-operative Bank
- UK: Britannia and Co-operative to merger
APPENDIX
- Methodology
- Ask the analyst
- Datamonitor consulting
- Disclaimer
TABLES
- Table: The 42 companies covered by Datamonitor' s Life and Pensions
Competitor Tracker
- Table: Competitors achieving more than 3 product innovations in the past
12 months
FIGURES
- Figure: Total competitor developments in the first quarter of 2009 remain
similar to the last quarter of 2008
- Figure: Competitors have put similar degrees of focus on product
innovations and, M&A, partnerships and organic growth
- Figure: Product innovations feature more strongly than customer targeting
- Figure: Product innovations to protection and investments feature more in
Q1 2009
- Figure: Competitors have shifted focus away from organic growth
- Figure: Activities in emerging markets feature less among developments in
Q1 2009
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