LifeCo Case Study Problem definition worksheet

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Presentation transcript:

ACTUARIAL PROJECTS COMPETITION LIFECO CASE - TEMPLATES

LifeCo Case Study Problem definition worksheet Template LifeCo Case Study Problem definition worksheet Situation (Key facts) Complication (Call to change) Key question Client’s criteria for success Key sponsors Key decision makers Solution Space (In Scope) Other possible solutions (Out of Scope) Barriers to impact? 1

LifeCo Case Study Issue analysis worksheet Template LifeCo Case Study Issue analysis worksheet Issues Sub-issues Hypothesis (to prove, disprove) Data required Assumptions made

LifeCo Case Study Manufacturing options to be defined Template LifeCo Case Study Manufacturing options to be defined Manufacturing options Description Product profit potential Degree of client ownership New capabilities required Margin Volume Current approach High Low None 1 Current LifeCo annuity 2 LifeCo annuity with tactical discounts 3 Broader LifeCo annuity product range 4 Provide 3rd party product

LifeCo Case Study Advice / distribution models to be defined Template LifeCo Case Study Advice / distribution models to be defined Intensity of advice - + Improved vesting process A Guided retirement by LifeCo B Full Advice by LifeCo C IFA distribution (OMO) C Internal vesting (no advice) Website + streamlined advice over the phone Website + Advice over the phone Third party distribution Proposition Provide clients with a rate on LifeCo conventional annuities Follow regulatory retirement process for client information Revenue model Existing Relative costs

Template LifeCo Case Study Final recommendation may include several combinations of advice and manufacturing options Advice options Improved vesting process (no advice) Guided retirement process by LifeCo Full advice by LifeCo IFA distribution (OMO) Current LifeCo annuity 1 2 3 4 LifeCo annuity with tactical discounts 5 6 7 8 Manufacturing options Broader LifeCo annuity product range 9 10 11 12 Provide 3rd party product 13 14 15 16     = Viable option = Viable to supplement another option = Not viable