UK Platform Transformation Programme

Platform: savings and investments consolidating onto Platforms, particularly pensions Pensions and investments consolidating onto platforms Total UK platform market Pension is 'anchor' product on Platform Platforms play an important role in modern wealth management Fund platforms by product AUA £bn¹ Est. £110 2009 675 114 Corporate 147 D2C +20% AUA £bn² For Advisers 675 13 Bonds Tools and technical support 167 Unwrapped Customer relationships in one place ➤ Deliver back office functionality ➤ Custody, settlement and reporting 166 ISA 414 Retail Advised 329 SIPP & Other Pension H2 2019 H2 2019 1. Source: Platforum 2009 Total Platform AuM £92bn excluding D2C; Fundscape 2019 Q2 2. Source: Fundscape 2019 Q2 For Customers Holdings in one place Tax-efficient wrappers Customer service including reporting and transactions Quilter 9

View entire presentation