UK Platform Transformation Programme

2008/09 Source: HMRC 2009/10 2010/11 1.65 2011/12 2012/13 2008/09 2009/10 2010/11 £'000 235 245 255 2011/12 Pension lifetime allowance £m 1.75 1.80 1.80 2013/14 2012/13 CAGR -16% 50 50 50 40 40 40 2013/14 2014/15 2015/16 40 40 Allowance tapered for over £150k earners Fiscal changes driving complexity, changing client behaviour and need for advice Annual pension allowance ISA annual allowance CAGR -5% 1.50 1.50 1.25 1.25 1.00 1.00 2014/15 2015/16 2016/17 2017/18 2018/19 1.03 2008/09 2009/10 2016/17 2010/11 2017/18 2011/12 2012/13 40 40 2018/19 7.2 7.2 3.6 2013/14 40 40 £'000 Junior ISA ISA 11.5 11.3 10.7 10.2 4.0 4.1 4.1 4.1 4.3 3.6 3.7 2014/15 2015/16 2016/17 2017/18 2018/19 Quilter 7 CAGR +11% 15.0 15.2 15.2 20.0 20.0

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