Source Pensions in the UK       Alastair Burt     Managing Director
Pension SourceBurden on TrusteesAUM RemunerationInvestment PlatformJoined-up TechnologyCost
Source PensionsBurden on TrusteesAUM RemunerationInvestment PlatformJoined-up TechnologyCost
Why Source Pensions in the UK?Retail Distribution Review (RDR)Auto-enrolment (A-e)
Retail Distribution ReviewExaminationsCommissionCustomer Agreed RemunerationCapital Adequacy
Automatic EnrolmentEvery EmployerOctober 2012 to 20178% salaryOpt-outOpt-inRe-enrol every 3 yearsHefty fines!
Size of Marketc 11,500,000 employeesAverage contribution £1,650 p.a.24,000 Employers “staging dates” in July 2014       HU...
Choice for EmployersExisting scheme?NEST (National Employment Savings Trust)Life CompaniesNew entrantsTrust-based vs Group...
So, why Source Pensions?Trust-basedCompetitively chargedInvestment choiceReduced AdministrationState-of-the-art “Root” tec...
Thank-you
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Source Pensions presentation at the PensionSource Fund Manager Conference 2012

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Source Pensions presentation at the PensionSource Fund Manager Conference 2012

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Source Pensions presentation at the PensionSource Fund Manager Conference 2012

  1. 1. Source Pensions in the UK Alastair Burt Managing Director
  2. 2. Pension SourceBurden on TrusteesAUM RemunerationInvestment PlatformJoined-up TechnologyCost
  3. 3. Source PensionsBurden on TrusteesAUM RemunerationInvestment PlatformJoined-up TechnologyCost
  4. 4. Why Source Pensions in the UK?Retail Distribution Review (RDR)Auto-enrolment (A-e)
  5. 5. Retail Distribution ReviewExaminationsCommissionCustomer Agreed RemunerationCapital Adequacy
  6. 6. Automatic EnrolmentEvery EmployerOctober 2012 to 20178% salaryOpt-outOpt-inRe-enrol every 3 yearsHefty fines!
  7. 7. Size of Marketc 11,500,000 employeesAverage contribution £1,650 p.a.24,000 Employers “staging dates” in July 2014 HUGE opportunity for IFAs
  8. 8. Choice for EmployersExisting scheme?NEST (National Employment Savings Trust)Life CompaniesNew entrantsTrust-based vs Group Personal Pension
  9. 9. So, why Source Pensions?Trust-basedCompetitively chargedInvestment choiceReduced AdministrationState-of-the-art “Root” technologyRDR CompliantA-e Compliant
  10. 10. Thank-you

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