Life and Pensions Competitor Tracker, January 2008

Table of Contents

• Overview
  • Catalyst
  • Summary
• Table of Contents
• The Roundup
  • Mergers and acquisitions, partnerships and organic growth
    • M&A
    • Partnerships
    • Organic Growth
  • Product innovation and customer targeting
    • Product innovation
    • Customer targeting
• M&A, Partnerships and organic growth: The developments
  • Aviva plc
    • Delta Lloyd agrees to buy Swiss Life Belgium (M&A) - Jan 08
    • Aviva enters South Korean life insurance market (Organic Growth) - Jan 08
    • Aviva acquires UBI Vita (M&A) - Jan 08
  • ING
    • ING receives final approval for pension business acquisition (M&A, emerging markets) - Jan 08
  • Legal & General
    • Legal & General and Cofunds extend relationship (Partnership) - Jan 08
  • Lincoln National
    • Lincoln affiliates with Level Four Group (Partnership) - Jan 08
  • Manulife
    • Manulife-Sinochem receives approval to operate in Zignong Qingdao and Nantong (Organic growth, emerging markets) - Jan 08
    • Manulife opens new sales office in Pekanbaru (Organic growth) - Jan 08
    • Manulife commences sale of new investment-type annuity insurance product with Bank of Kyoto (Partnership) - Jan 08
    • Manulife introduces investment type annuity product with Daiwa Securities (Partnership) - Jan 08
    • Manulife launches ManuPrime Plus investment annuity in Japan with Tokyo Star Bank (Partnership) - Jan 08
• Product innovation and customer targeting: the developments
  • Allianz
    • Allianz offers Islamic microinsurance products in Indonesia (Innovation) (Targeting) - Jan 08
  • Aviva plc
    • Aviva India introduces new fund options (Innovation) - Jan 08
    • Aviva Lietuva introduces investment life insurance in Lithuania (Innovation) - Jan 08
    • Norwich Union offers SIPP-like features at lower cost to UK customers (targeting) - Jan 08
    • Aviva adds portfolio weighting for tax efficiency on its Navigator platform (innovation) - Jan 08
    • Aviva Lisséo allows prudent investment (innovation) - Jan 08
  • Friends Provident
    • Friends Provident introduces protected fund (Innovation) - Jan 08
  • Guardian Life
    • Guardian adds to variable annuity rider (Innovation) - Jan 08
  • Manulife
    • Manulife commences sale of new investment-type annuity insurance product with Bank of Kyoto (Innovation) - Jan 08
    • Manulife introduces investment type annuity product with Daiwa Securities (Innovation) - Jan 08
    • Manulife launches ManuPrime Plus investment annuity in Japan with Tokyo Star Bank (Innovation) - Jan 08
    • Japan: Manulife Japan introduce investment-type lifetime care annuity insurance product (Innovation) - Jan 08
    • Manulife offers critical illness insurance in Hong Kong (Innnovation) - Jan 08
  • Nationwide
    • Nationwide offers Legal & General' s trust and investment and protection products (Innovation) - Jan 08
    • Nationwide offers one- and two-year bonds for savers (innovation) - Jan 08
    • Nationwide International offers Lifetime Guarantee Account (innovation) - Jan 08
  • Prudential
    • Prudential enhances its universal life offering (Innovation) (Targeting) - Jan 08
  • Prudential US
    • More optional living benefits added to Prudential' s annuities (innovation) - Jan 08
  • Wesleyan Assurance
    • Wesleyan launches flexible SIPP targeted at professional customers (targeting) - Jan 08
• APPENDIX
  • Methodology
  • Index of strategies by company
    • Allianz
    • Aviva
    • Friends Provident
    • Guardian Life
    • ING
    • Legal & General
    • Lincoln National
    • Manulife
    • Nationwide
    • Prudential
    • Prudential US
    • Wesleyan Ass
  • Index of strategies by geography
    • Western Europe
      • Italy
      • Netherlands
      • UK
    • Central and Eastern Europe
      • US
    • Asia
      • India
      • Australia
      • China
      • Indonesia
      • Japan
      • Hong Kong
      • South Korea
  • Index of strategies by trend
    • M&A
    • Partnerships
    • Organic Growth
    • Product innovation
      • Investments
      • Annuities
    • Customer targeting
      • Offshore - Expats
  • Further reading
  • Ask the analyst
  • Datamonitor consulting
  • Disclaimer