№ lp_2_3_67372
Research report presenting Phase 1 desk-based analysis of with-profits business, examining product features, consumer perspectives, fund performance, and industry communications within the UK life insurance context.
Year: 2018
Date: April 2018
Subject: With-profits business from a consumer perspective
Type of document: Research report
Phase: Phase 1 – desk-based research
Organisation: Institute and Faculty of Actuaries
Presented to: Institute and Faculty of Actuaries
Authors: T. Bateman; J. Welsh; A. Fraser; K. Overlunde; R. Macdonald; R. Rossouw; B. Stroud; R. Thompson; C. Thorn; C. Zhang
Correspondence: Tim Bateman, Mazars LLP, London, UK
Keywords: With-profits; Consumer; Communication; Treating Customers Fairly; Policyholder
Scope: Review of with-profits landscape, consumer research, and consumer communications
Related events: Current Issues in Life Assurance meeting (May 2017); Life Conference (November 2017)
Data sources: Provider-based customer research; With-profits fund performance data from Willis Towers Watson
Rights: Reproduction requires written permission from the Institute and Faculty of Actuaries
Price: 8 / 10 USD
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