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Distribution & Consumer Values

International Insurance Society Seminar







Hong Kong

July 13th 2005

Conundrum









High pressure sales

Consumers

unhappy Distrust of distributors & providers

Poor value for money









Commissions under pressure

Distributors

Mis-selling accusations

unhappy

Can’t afford to serve many segments









Scandals

Regulators Retirement savings gap

unhappy

High charges

A solution in sight?









Aligned

Distributors

Consumers &

in charge consumers









Distributors

focus on value add

Consumers in charge: Essential ingredients





US UK Auto Packag Health

401K Pensions e

P&C

Consumer knowledge





Consumer motivation





Simple products





Simple Charging



Broad availability





Level of intermediation Low High Low High Med.

Aligning economic interests









Upfront Level Wrap Fee









Distributor Bring it on Is it worth it? Look for high rollers Clients too

cheap





Consumer That’s a lot Seems fair It’s simple Why pay so

much?



Regulator Mis-sale alert Better Even better Now you’re

talking





TRANSPARENCY

Impact of charging: Example





Payback Period

20





19



1% AMC with min £50pa

18





17

0.5% AMC + 5% up front

1% AMC + 5% up front for 3 years

16

1.5% AMC for 10 years then 1%



15 1.5% AMC





14





13

1% AMC + 5% up front 2% AMC



12

6% 8% 10% 12% 14% 16% 18% 20%

IRR

Aligning distributors to consumer needs





Segment Characteristic Likely Adviser



High

• Value support

•Complex Sophisticated • Financially sophisticated • Distributor

•Multi coverage Sceptics • Strong preference for • Independent Adviser

face-to- face

•Tax

Advice

• Uninterested in support

DIY • Direct

• In control of finances





• Strong interest in

Advice finances • Independent Adviser

Wealth & Seekers • Not in control of them



Income

• Not very interested in

Provider • Direct

finance

Low Sceptic • Distributor

• Do not trust providers

•Simple

•1-2 coverages

Access & • Uncomfortable with

Financially • Distributor

education finances

Averse • Independent Adviser

• Value a brand

Distributors’ focus on value added: Enablers





• Product simplicity

• Regulatory encouragement of “pull” products

– simple savings plans

– transparency across all financial products

– tax ( &/or employer) incentives for consumers

– education

• Business simplicity to allow more consumer self service,

product selection, access advice on demand

• Technology enablement

– auto-underwriting

– straight through processing

– auto claims adjudication

– streamlined distribution

Real Life Examples









Old approaches must change, especially if potential conflicts

The emerging brokerage model

It’s difficult to change, the theory doesn’t always work

UK Stakeholder pensions

Success can be achieved if based on market realities

The Aflac story in Japan



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