Defined Terms and Documents

Extract of "History of Balance Transfers" from Balance Transfer Guide on CreditCards.com

"Although balance transfer products are now synonymous with the UK credit card market (UK consumers enjoying the longest balance transfer periods in the world), it was in the United States that balance transfer cards first appeared.

The first ever balance transfer card was launched by Signet Bank (Virginia) in 1992, on the recommendation of two consultants brought in to manage their credit card business, Richard Fairbank and Nigel Morris.

Fairbank and Morris harnessed increasing sophisticated computers to segment prospective customers using lifestyle and credit file data. In applying these insights, they demonstrated they could minimise card issuer losses by targeting products to customers based on their particular risk profile. Better targeting enabled them to scrap annual fees for some customers (which were often charged to mitigate the high risk of mass lending to relatively un-profiled applicants). It also freed them to develop new credit card propositions, including balance transfer cards, which were primarily introduced as a customer acquisition tool to target more affluent people.

Initially, their ground-breaking approach met stiff opposition from senior executives trained in more traditional banking methods, but when Fairbank and Morris used it to fuel their outbound marketing strategy, combining enhanced customer segmentation with compelling product propositions, they quickly proved its worth.

In 1994 Signet Bank spun off its credit card business as 'Capital One', but it soon outgrew its parent. In 1995, Signet Bank was bought by First Union Corporation, but Capital One remained independent, becoming a big bank in its own right.

From its roots in the United States, the balance transfer concept quickly crossed the Atlantic as Capital One and other new credit card issuers entered the UK market in the early to mid 1990s."