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Textual descriptions of Graphs.

CSR IN CONTEXT Textual description

RISK: Safeguards customers against financial risks

Products

  • Individual protection
  • Group protection
  • Housing network
  • Corporate annuities
  • Individual annuities
  • General Insurance

£366m protection and annuities Annual Premiums Equivalent (2008: £488m)
4.6m: Total number of customers protected by risk business (2008: 4.4m). Excluding BPA customers.

SAVINGS: Financial planning, savings and investments

Products:

  • Unit trusts
  • Individual savings accounts (ISAs)
  • Investment bonds
  • Pensions
  • With-profits

£907m Savings Annual Premium Equivalent (2008: 879m)
£54.8bn Total Savings Assets Under Administration (2008: £45.8bn)

INVESTMENT MANAGEMENT: investing on behalf of institutional and retail investors

Products:

  • Index funds
  • Fixed income
  • Actively managed equity funds
  • Private equity
  • Property
  • Risk management solutions

£33.3bn gross new institutional funds received (2008: £3.1bn)
£315bn total funds under management (2008: £24.4bn)

INTERNATIONAL: Selective overseas presence for Risk, Savings and Investment Management

Operating countries

  • Established
    • The Netherlands
    • United States
    • France
    • Egypt
  • New partnerships
    • India
    • Gulf States

£115m international Annual Premium Equivalent (2008: £119m)
£127m IFRD operating profit – international operations (2008: £59m)

Consistent ESG Engagements trend
2006 2007 2008 2009
ES Engagements 28 28 28 25
G Engagements 100 120 133 136
£BN Fum 233 297 264 311
FM Bn per engagement Ratio 1.820 2.007 1.640 1.932
2009 Profile of policies (by contract type not value of funds):
Life 55 per cent
General insurance 12 per cent
Pensions 12 per cent
Investments 11 per cent
CPA 2 per cent
Mortgages 1 per cent
Income protection in payment chain causes 2009
Mental health 20 per cent
Back 15 per cent
Cancer 10 per cent
ME/CDS/FM 9 per cent
Other musculoskeletal 9 per cent
Multiple injuries 4 per cent
Multiple sclerosis 4 per cent
Stroke 3 per cent
Cardiovascular 3 per cent
Stomach/bowel disorder 3 per cent
Neurological disorder 3 per cent
Bones injury/break 2 per cent
Knee 2 per cent
Other with less than 5 claims 13 per cent
Breakdown of CI conditions claims and paid 2009
Cancer 46.4 per cent
TIC 25.5 per cent
Heart attack 8.3 per cent
Stroke 4.3 per cent
Multiple sclerosis 3.3 per cent
CCIC 2.7 per cent
Others with <10 claims 2.4 per cent
Coronary Artery By-pass Surgery 1.5 per cent
PTD 1.4 per cent
Heart valve replacement or repair 1.1 per cent
Parkinsons 1.1 per cent
Benign Brain Tumour 1.0 per cent
Blindness 1.0 per cent