Schroders Investor Day Presentation Deck

Market background There has never been a greater need for financial advice Changing approach to retirement In 2018, the percentage of people aged 50-64 in work was 72.4% In 2010, the same number was 65% Pensions complexity 1.25m people working today forecast to breach the Pensions Lifetime Allowance I Great wealth transfer Annual inheritance forecast to rise 66% from £69bn in 2017 to £115bn in 2027 Source: Centre for Ageing Better, Royal London Policy Paper 31, CEBR and Kings Court Trust, Rise of the Inheritance Economy 2017, World Economic Forum, Deutsche Bank. I 21 An ageing population For the first time in history, there are now more people over 65 than under 5 Schroders personalwealth

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