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067
OUTLOOK GROUP MANAGEMENT REPORT Chap. 2
against the previous year to 1.5 percent, any stimula-
tion in the wake of the positive economic development
might be obstructed by keen competition in property
and casualty insurance, market saturation and, above
all, the impact of political reforms.
Again, the general improvement of the economic
situation will only have a limited influence on the busi-
ness development of life insurance in 2008. Despite
rising income levels it is not to be assumed that private
households will give up their reticence towards assum-
ing long-term obligations, although the acceptance of
products of private provision for old age has been
steadily growing. In this area, insurance products are
increasingly facing the competition of fund products.
With the coming into force of the final withholding tax
in 2009, competition is expected to intensify in this
field. It still remains to be seen what will be the reper-
cussions of the Insurance Contract Act (VVG) com-
ing into force in 2008. As a matter of principle, the
improvement of the position of customers should have
a positive impact on new business.
The dynamic development of the so-called
Riester and basic pension covers should continue.
Additional growth momentum is to be expected from
premium adjustments under the fourth Riester incen-
tive step. Without this extraordinary item, however,
new business will probably witness a merely moderate
expansion. The market expects new business growth
of 4 percent. It is generally assumed that the trend
towards unit-linked pension insurance will continue.
As a whole, the GDV anticipates an increase in
life insurance premium income of approx. 2 percent
in 2008. Pension schemes and pension funds are not
assumed to make a noticeable contribution to growth
and therefore this forecast applies to life insurance
in both its narrower sense and including pension
schemes and pension funds.
Private health insurance is expected to remain the
line with the strongest growth in the year 2008. New
business will, however, only be moderately dynamic
as the new legal rules make it more difficult to switch
to private cover. For the portfolio of business in force,
rising healthcare costs will have an impact on premium
development, but premium adjustments in the course
of the year are anticipated to be only moderate. Sup-
plementary covers will probably continue to witness
growth. Although the share of this business in premium
income is continuously rising, it only has a marginal
impact on the overall premium development.
All in all, a growth of 3 percent is forecast for
private health insurance. In this context, however, it
has to be taken into consideration that it is still difficult
to assess the impact of the healthcare reform passed
by parliament in 2007.
A high degree of market saturation and persistent
price competition in an increasing number of business
lines continue to curb premium growth in property and
casualty insurance. Only in some areas will the eco-
nomic improvement lead to rising demand for insur-
ance in 2008. Against this background, the industry
anticipates a stagnation of the premium development
in property and casualty insurance. Within the indi-
vidual business lines, however, varying developments
are expected: while for motor insurance a further 2
percent decrease in premium income is anticipated,
the GDV foresees slight premium growth in private
property insurance (in particular homeowners and
householders), personal accident and legal expenses
insurance.
In Germany, the environment continues to be
favourable for property construction. There is a low
interest level, coupled with stable prices for construc-
tion and for real property. Consumers, however, remain
reluctant to invest. This is also illustrated by the strong
decline in the number of construction permits.
The building-society sector sees business per-
spectives in the growing market of alterations and
modernizations in the wake of rising energy costs
and demographic changes and given the fact that it
is envisaged to include residential property among the
investments to be encouraged by incentives under the
Retirement Income Act.
The market again
expects rising premium
growth for life insurers +2%
The dynamic development of Riester
and basic pension business will con-
tinue in 2008