Our with-profits investment performance and strategy report enables insurers to compare the performance over the most recent one and five year periods, leading to better, more informed decision making.
Pressure is mounting on the UK life insurance market to become more efficient, as well as offer better value to shareholders and customers. As a result, life insurance companies are increasingly turning to third-party actuarial consultants. However, this appointment process can be vastly improved.
Our fifth annual UK with-profits investment survey shows that average performance over the past five years has exceeded benchmark returns. Our research helps insurers understand the drivers of performance.
A recent investigation by Barnett Waddingham has uncovered significant inconsistency in the investment performance of UK with profit funds
This is the third investigation Barnett Waddingham has conducted into the investment strategies of UK with-profits funds.
This is the second investigation Barnett Waddingham has conducted into the with-profits investment strategies of directive insurers that are full members of the Association of Financial Mutuals.