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
Upcoming SlideShare
Loading in...5
×

Source Pensions presentation at the PensionSource Fund Manager Conference 2012

159

Published on

Source Pensions presentation at the PensionSource Fund Manager Conference 2012

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
159
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Transcript of "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

×