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Growth (AE Master Trust (Secondary market (Workforce AE management, DC AE…
Growth
AE Master Trust
New employers
Secondary market
Workforce AE management
DC AE pensions
Auto-escalation
Master trust consolidation
TPA other MTs
Transfers
Possible USPs
Service cost
Engagement
Retirement proposition
Others ??
Investment proposition
Possible USPs
Service cost
Engagement
Scheme Investment
Others ??
Service quality
Business challenges
Fragmented systems
Manual processing
Risk of compliance failures
High cost of servicing
High cost of change
Target market
Operating model (TPA vs Inhouse)
Size of scheme
With particular issues
Lacking scale/profitability (MT)
DB Schemes
New Scheme Asset clients
New TPA clients
Alternative to Buy Out
DC Schemes
New TPA clients
Paired with DB under same trust
Drawdown
Scheme Members
Master Trust
DC schemes
Pot Aggregation
Target market
What type of scheme?
Funding position
Size
Operating model (TPA vs Inhouse)