世界の生命保険・年金部門における商品開発・顧客ターゲティング戦略：2007年第4四半期

Abstract

Overview

Introduction

This tracker covers product launches and service developments as well as marketing and product/service launches aimed at specific customer segments, such as ultra high net worths, NRIs, expats, retirees, entrepreneurs, women, etc.

Scope

• Extensive research is conducted on the activities of 50 providers of life and pensions products, globally
• The developments are analyzed to identify the key global trends in product development and customer targeting

Report Highlights

Slowdowns and shifts in profitability of global financial markets have prompted advisors to adjust their underlying investments. Funds that appeal to types of investor who are less motivated by financial returns than ethical considerations, and funds that are uncorrelated with stock market movements.

Protection products are key during periods of market instability to protect customers' incomes and to provide manufacturers with an income stream unrelated to the performance of investments.

Reasons to Purchase

• Understand and gain insight into product development in the global market
• Understand the motivations behind the product launches of your competitors
• Keep up to date with product innovations and learn from the developments made by your competitors

Table of Contents

• The Roundup
  • Given the slowdown in global markets , providers have re-examined their underlying fund ranges
  • Innovations in protection products
• The Developments
  • AMP Life Limited
    • AMP Life launch hybrid infrastructure fund for retail investors - Oct 2007
  • Amvescap
    • AIM Investments launches new retirement marketing tool - Dec 07
  • Aviva plc
    • Norwich Union introduces new features to enhanced annuity product - Nov 2007
    • Norwich Union announces the launch of new pension investment funds - Oct 07
    • Aviva launches online pension applications - Oct 07
    • Aviva Assurances changes its insurance for professionals - Oct 2007
  • AXA
    • Winterthur adds to its pensions range - Dec 2007
    • Winterthur offers enhanced Client Management Service - Oct 2007
  • Banco Santander
    • The UK advisor platform operated by James Hay continues to lead the market - November 07
  • Co-operative
    • Co-operative Financial Services have launched a new marketing campaign focused on launching their ethical products - October 07
  • Friends Provident
    • Friends Provident unveils wealth solutions bond - October 07
    • Friends Provident reports pension product changes - Nov 07
    • Friends Provident increases product range in Singapore - Nov 07
  • Guardian Life
    • Guardian Life reports amendments to life products - Dec 07
  • Legal & General
    • Legal & General to abolish customers ongoing duty of disclosure - Oct 07
    • Legal & General extends maximum sum assured for critical illness cover - Nov 07
    • Legal & General to offer postcode rated annuities - Nov 07
    • 60,000 advisers to benefit from Legal & General medical underwriting helpline - Nov 07
  • Lincoln National
    • Lincoln to provide services to American Osteopathic Association - Nov 07
    • Lincoln launches variable product in its Unified Product Portfolio - Nov 07
  • Manulife
    • Manulife Japan commences sales of annuity insurance - December 07
  • Scottish Widows
    • New funds in the life and pension - Nov 07
  • Standard Life
    • Standard Life targeting financial advisors - Oct 07
    • Standard Life adds SEI' s investment solutions to platform - Nov 07
• APPENDIX
  • Methodology
  • Further reading
  • Ask the analyst
  • Datamonitor consulting
  • Disclaimer