Hot off the press!

LIFE 2009 is out now and was published in December 2009.

LIFE 2009's popular "E-Version" contains comprehensive company-by-company spreadsheet financial information (36 spreadsheets in all) for the 2007 and 2008 reporting years including unique and new summary data for "offshore" Irish and Isle of Man activity. This supplements the 750 page "main body" of the book, which contains many hundreds of charts and tables.

In addition to profiles containing the latest market intelligence on product development and marketing strategies as well as a wealth of financial information for 80 life groups, LIFE 2009 contains a rich mix of the very latest demographic, socio-economic and related market data.

Financial Strength & Solvency

LIFE 2009 contains enhanced profiling of the financial strength and solvency of each life office writing annuity and with profit business, including a close examination of the approach to credit default reserving and other key financial metrics for each provider.

FSA RDR

LIFE 2009 carefully scrutinises the FSA’s Retail Distribution Review and comments on how this is likely to change UK financial services product development, distribution and financials.

DWP Personal Accounts

There is a special update on how the DWP's Personal Accounts initiative is progressing, with incisive analysis and commentary, including assessment of the impact on consumers and the implications for the pre-existing providers of and advisers on individual and workplace pensions.

Key market segments

As well as the usual detailed look at key life and pensions segments (such as protection, savings, pensions and bonds), LIFE 2009 provides market intelligence on annuities, including  profiles of players and propositions being made available in the bulk annuity and DB scheme risk management arena.

What's more, LIFE 2009's profiles of "platform" providers is accompanied by insights into how the FSA's thinking may impact this increasingly important market grouping.

Popular & Flexible “E-Version”

LIFE 2009's flexible "E-Version" PDF format (which can be shared by multiple users across the organisation) has proved to be extremely popular, and comes together with a huge amount of valuable additional spreadsheet data.

36 detailed company data spreadsheets

Subscribers to the LIFE 2009 “E-Version” have access to two sets of 17 spreadsheets (34 spreadsheets in total) that provide a wealth of detailed financial information (as at the 2007 and 2008 year ends) on each of c70 UK life office groups, and include solvency statements, capital resources, with profits capital components, realistic balance sheets, income and outgo (including earned premiums, investment gains/losses, total claims, total expenses, interest, taxation, transfers to/from the technical account, business transfers and size of the long term fund), total regular and single premium flows (including external reinsurance), detailed claims analysis by type (including claims met by reinsurance), detailed expense flows and summarised mathematical reserves.

Detailed asset data is provided for each life office setting out asset allocation, income and yields by asset class shown separately for non profit and with profit business, plus investment performance data at the asset class and aggregate level for with profit funds, unit-linked fund cashflows, including totals for units created and cancelled and management charges, together with balance sheets for unit-linked funds.

In addition, there is summarised data (sorted by life, pensions and overseas) showing new single and regular premiums for each organisation (inclusive of a break-out of with profits flows), as well as (for both life and pension categories) very detailed information showing each group’s new business split into each of almost 50 product categories. As an added extra, there is also further 2008 fund size and premium income data for Dublin and Isle of Man based life offices that transact in the UK.

Price

The “E-Version” of LIFE 2009 is £1,595 plus VAT.

How to order

To order LIFE 2009, please e-mail us with your request, stating your full contact details, including postal address, contact telephone number and e-mail address.

Alternatively, call us on 020 7499 5818.

 

LIFE 2009

CAZALET CONSULTING

MANAGEMENT CONSULTING FOR FINANCIAL INSTITUTIONS