Affinity and Partnership Marketing in UK Life Insurance, Retirement Products and Financial Advice

Finaccord's report titled Affinity and Partnership Marketing in UK Life Insurance, Retirement Products and Financial Advice represents the most detailed research ever undertaken on this sector and is one of eight studies in a new series of publications. Drawing on the results of a survey of 2,565 organisations, the report analyses the penetration, operating models and provider share of relationships of affinity and partnership marketing schemes for protection life insurance, pensions, at-retirement products and financial advice across a range of distributor categories.

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These include banks, building societies, charities, friendly societies, Internet, media and telecoms entities, lifestyle organisations, professional associations, retailers, trade associations and trade unions. Moreover, the PartnerBASE database that accompanies the report provides the granular detail behind the analysis, detailing each of over 500 affinity and partnership marketing initiatives traced by Finaccord in this sector. In the contextof this report, the products investigated are defined as follows: protection life insurance, including level and decreasing term life, critical illness and over 50s plans; personal and stakeholder pensions, including SIPPs (self-invested personal pensions) and group personal or stakeholder pensions, but excluding occupational pensions; at-retirement products, comprising equity release products and annuities (including income drawdown); and financial advice in broad terms, potentially including the products listed above but also including more general advice about subjects such as savings, investments, tax and estate planning. You may be able to use this report and associated PartnerBASE database in one or more of the following ways: drill down into the detail lying behind affinity and partnership marketing schemes for life insurance, retirement products and financial advice in the UK; gain access to research that chronicles the vast majority of affinity marketing opportunities in life insurance, retirement products and financial advice; use the PartnerBASE database to identify trends by partner type, operating model and product provider; benchmark the competitive position of your own organisation in affinity and partnership marketing of life insurance, retirement products and financial advice and spot opportunities for displacing rivals; plan your future affinity and partnership marketing strategy for life insurance, retirement products and financial advice armed with the best market and competitor intelligence available on this subject. Together, the report and PartnerBASE database will provide you with the definitive guide to current and potential affinity and partnership marketing opportunities in UK life insurance, retirement products and financial advice.Industry Analysis

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Affinity and Partnership Marketing in UK Life Insurance, Retirement Products and Financial Advice

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