Future Thinking Partners is a niche financial services consultancy that provides expert short-term management support focused on distribution, platforms, and products. They apply extensive industry expertise to assignments and produce high-quality results quickly. They work on a partnership basis to ensure their goals are aligned with client business needs and resource each assignment as required.

1. Overview

2. Future Thinking Partners is a niche financial services consultancy operating within the investment management sector We provide expert management support with specific emphasis on distribution, platforms and products We apply our collective extensive industry expertise onto short term, high impact assignments We produce high quality and insightful results quickly We add the stimulus and create an environment that ensures that normal ‘corporate roadblocks’ are eliminated We work on a partnership basis and our commercial approach ensures our goals are always 100% aligned to client business needs From individual consultants to multi-disciplined teams, we resource each assignment to agreed requirements. About us

3. About us Tim Warren Ian Harris Trevor Evans Former Roles Director of Strategy, PR & Comms (Legal & General - Wealth Division) Proposition Director (Legal & General – Retail Distribution) Marketing Manager (Alliance & Leicester) Director of Programme Management (Cofunds) Programme Director (IFDS) Systems Development Director (IFDS) Sales Director; Business Transition Director (Legal & General) UK Network Director (Barclays Stockbrokers limited) National Sales Director (Barclays Bank plc) Specialism Marketing and Communications Product and Proposition Development Customer and Market Analysis/Insight Commercial and Relationship Management Business Strategy, Planning and Governance Change and Programme Management Distribution and Sales Management - Structures, Commercial models, Efficiency and Effectiveness Commercial Negotiations and Corporate Acquisitions Knowledge Financial Services Products Wealth Market and Distribution (esp. RDR impact on propositions) Investment Platforms Outsourced Services (Operations and Technology) Distribution (RDR) Investment , Banking and Protection Approach Absolute independence and total integrity; Constructive partnerships that deliver results and accelerate decision making

4. Our approach breaks down the business issue into six stages. FTPL will work with you on any or all of these steps at any depth required. Under each step we will deploy simple and effective tools to facilitate the discussion, thinking and production of the outputs. Understand environment and capability Decide what to do Determine the financial impacts Evaluate the risks Plan and execute Monitor and review WHERE ARE WE NOW? WHERE ARE WE GOING? WHAT ARE THE COSTS AND REWARDS? WHAT CAN STOP US? HOW ARE WE GOING TO GET THERE? HOW WILL WE KEEP ON TRACK? Our approach

5. For more information on how we can help you take your business to the next level, please contact Ian Harris: [email_address] 07909 534851 www.futurethinkingpartners.co.uk Contact