15. I 'd love to he ar fro m yo u
@robertjgardner
in/robertjgardner
U s e s i m p l e i d e a s t o
c o m m u n i c a t e c o m p l e x d e c i s i o n s
17. “We have been
neglected.
Nobody’s told us
about the need
to save and
invest.”
6th Form Student,
Trinity School
W h a t d o t o d a y ’ s m i l l e n n i a l s
t h i n k ?
18. “I can’t live off
£150 per week, I
want a lavish
lifestyle when I
get older.”
6th Form Student,
Trinity School
W h a t d o t o d a y ’ s m i l l e n n i a l s
t h i n k ?
19. D o y o u u n d e r s t a n d t h e
m i r a c l e o f c o m p o u n d i n g ?
21. T h e w o r l d i s c h a n g i n g r a p i d l y
22. T h e O l y m p i c v i l l a g e w i l l b e
m a n n e d by ro b o t s
23. 2
… a n d Tr u s te e s w i l l l o o k l i ke
t h i s
24. K n o w w h a t y o u r m e m b e r s
h a v e . .
Age by pot value of active
members
Number of
members
13,760
Average
age
39
Total Pot
value
£567m
Average
pot value
£42k
€900k
€800k
€700k
€600k
€500k
€400k
€300k
€200k
€100k
€0k
16 18 20 22 24 26 28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 62 64 66 68 70 72
Age
PotValue
25. … a n d h o w m u c h t h e y p a y
Age by contributions of active
members
26. … b y k n o w i n g w h e r e t h e y a r e
o n t h e i r j o u r n e y …
Beginning Middle End
Age by contributions of active members split where
they are on their retirement journey
27. … a n d a r e t h e y o n t r a c k ?
£0 €1,000,000
Projected pot size of Active
members at Retirement by
Postcode
29. P l e a s e d o i t f o r m e , t a i l o r e d
t o m e
30. 0% 10% 20% 30% 40% 50% 60% 70%
Risk Path 1
Risk Path 2
Risk Path 3
Risk Path 4
Risk Path 5
Risk Path 6
Risk Path 7
PERCENTAGE OF EMPLOYEES
RISKLEVEL
Clear
divergence
We a l l h a v e d i f f e r e n t r i s k
p r o f i l e s
31. I 'd love to he ar fro m yo u
@robertjgardner
in/robertjgardner
S a v e f o r m e