Life and Pensions Competitor Tracker, March 2008

Table of Contents

• Overview
  • Catalyst
  • Summary
• Table of Contents
• The Roundup
  • Mergers and acquisitions, partnerships and organic growth
    • M&A and partnership activity has been concentrated on the Far East and Emerging Markets
      • Building distribution alliances has remained a source of M&A and partnership activity in Western Europe
    • Efforts at Organic Growth are aimed at the Far East
  • Product innovation has mainly centered on investment products and annuities
• M&A, Partnerships and organic growth: The developments
  • Allianz
    • Allianz enters Japanese life market (organic growth) -Mar08
  • HSBC Holdings
    • HSBC enters Korean insurance market (Organic Growth /Partnership) - March 08
  • ING
    • Netherlands retail banking network receives investment boost (Organic growth) - Mar 08
  • Liverpool Victoria
    • LV launches flexible retirement solutions business(Organic Growth) - March 08
  • Wesleyan
    • Wesleyan announces UK growth plans (Organic growth) -Mar08
  • Zurich
    • Zurich acquires 50% stake in Can Soluciones Integrales(Acquisition) - March 08
    • Zurich closes acquisition of TEB Sigorta (Acquisition) -March 08
• Product innovation and customer targeting: the developments
  • Aviva plc
    • Aviva Vie updates life insurance policy - March 08
    • Aviva and BASIX launch group term plan in India - March 08
    • Norwich Union launching online Simplified Life portal(innovation) - Mar 08
  • Friends Provident
    • Wealth Solutions Bond now has multi-income option -(Innovation) Mar 08
  • Manulife
    • Manulife Taiwan to offer new Whole Life Health insurance product (innovation) - Mar 08
    • Manulife introduces offshore investments funds(innovation) - Mar08
  • Old Mutual
    • Additional non-sterling funds added to Skandia' s range(Innovation) - Mar 08
• APPENDIX
  • Methodology
  • Index of strategies by company
    • Allianz
    • Aviva
    • Friends Provident
    • ING
    • LV
    • HSBC Holdings
    • Manulife
    • Old Mutual
    • Wesleyan
    • Zurich
  • Index of strategies by geography
    • Ireland
    • UK
    • Spain
    • Benelux
    • Turkey
    • India
    • Japan
    • South Korea
    • Taiwan
    • Malaysia
  • Index of strategies by trend
    • M&A
    • Partnerships
    • Organic Growth
    • Product innovation
      • Investments
  • Further reading
  • Ask the analyst
  • Datamonitor consulting
  • Disclaimer