Range Plan For Life produce a range of insightful products and services covering Managed Funds and Life Insurance / Risk markets driven. Information is provided in hardcopy and softcopy format (PDF, spreadsheets), sent by email or accessible through the Internet.

Research topics include: Market Share, Sector Specific, Distribution Focus, Market Intelligence, Product Research, Dealer / Adviser, Forecasts, Specialist Research, Annuities, New Zealand.

Scope Plan For Life source data from over 100 companies in the market at the lowest level of detail wherever possible. We include open, closed, terminated and transferred products so that nothing is missed and historical data is accurate and complete. Full history published each quarter with any changes, new products or updates reflected smoothly in the data.

Data Collection For managed funds, we collect Funds Under Management (FUM), Unit Prices, Inflows, Outflows, Net Inflows, Transfers and rates of Investment Return. For life insurance we collect In Force Premiums, New Single Premiums, New Annual Premiums, State Distribution, Distribution of Benefit and Waiting Periods: In force Individual Income Premiums, New Individual Income Premiums.

Quality Control Plan For Life carefully check the data it receives. Reconciliation to previous quarters and industry averages are made to ensure reasonability. Companies are queried if their data looks wrong, appears to be missing products or even differs significantly from market trends.  Companies are contacted regularly to ensure that all available products are covered. 

 

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