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Exclusive: National Australia Bank considering sale of life insurance unit - sources

Published 09/24/2014, 05:47 AM
Updated 09/24/2014, 05:50 AM
© Reuters National Australia Bank logo is pictured on an automated teller machine in central Sydney
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By Swati Pandey and Denny Thomas SYDNEY/HONG KONG (Reuters) - National Australia Bank (NAB) (AX:NAB) is considering the sale of its life insurance unit worth an estimated $800 million, seeking to boost earnings and returns on capital, people familiar with the matter told Reuters.

Under new CEO Andrew Thorburn, Australia's fourth-largest bank by market value hopes to speed up the disposal of assets to help it focus on its domestic and New Zealand franchises.

Last month, it announced plans to list U.S. bank Great Western Bancorp Inc, adding that it could offload 100 percent of its ownership over time. Expectations are also high that it will move to sell its UK assets, Yorkshire Bank and Clydesdale Bank.

Melbourne-based NAB is likely to test potential buyer interest for the life insurance unit before deciding whether to launch any formal sale, the people said, adding that an advisor had yet to be appointed.

Insurers from Japan, Canada, Hong Kong and Australia could be interested in the business, they added.

A spokeswoman for NAB declined to comment. The sources declined to be identified as the discussions were private.

A sale would come amid tougher times for much of Australia's life insurance sector.

"There's a greater number of claims, the claims have been more expensive and have taken longer to resolve, there's been a greater lapse in policies and reduced life insurance amount," said Morningstar analyst David Ellis.

"It's a not a big issue for the major banks (but) it's not immaterial."

NAB has said its life insurance business is "challenging" but has not disclosed earnings for it.

MARKETING DEAL

NAB will likely negotiate a long-term marketing deal with the buyer which would allow it to continue to sell insurance products under its own brand, said one of the people familiar with NAB's thinking.

It would be a similar arrangement to its general insurance products, which are underwritten by Allianz Australia Insurance Ltd. This would help NAB take capital risks off its balance sheet while ensuring customers don't defect to rivals.

As global capital rules become more onerous, banks are under greater pressure to dispose of non-core assets and scale back capital intensive businesses.

"For life insurance business you got to have scale and specialty," one of the sources said. "And historically general insurance has outperformed life for the industry. So you would think hard if you really want to be in this space."

Asia has seen a pickup in so-called bancassurance deals over the past three years, under which lenders sell their insurance businesses and afterwards use their branch networks as sales channels for insurance products sold by insurance companies.

NAB and other major Australian banks have notched up years of record profits, helped by a focus on plain vanilla mortgages and business lending. But NAB has underperformed its rivals, partly due to problems at its UK businesses.

It has the worst return on equity among Australia's 'Big Four' banks at 12.5 percent, lagging by far the 18.5 percent for Commonwealth Bank of Australia (AX:CBA), according to Thomson Reuters Starmine. That is, however, still better than the global average of 10.9 percent.

NAB acquired the life insurance business as part of its wealth management division MLC, which it bought from Lend Lease (AX:LLC) in 2000 for around $4 billion. The life insurance operations account for around 20 percent of MLC, the sources said.

NAB has no plans to sell the wealth management business, they added.

© Reuters. National Australia Bank logo is pictured on an automated teller machine in central Sydney

The bank's shares fell 1.4 percent to close at A$33.04, underperforming a 0.7 percent decline in the benchmark Australian share index (AXJO).

(Reporting by Swati Pandey in SYDNEY and Denny Thomas in HONG KONG; Editing by Edwina Gibbs and Ryan Woo)

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