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Nucleus Business Development Presentation
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Transcript of Nucleus Business Development Presentation
Fair Investment Company LimitedProposition
A presentation to Nucleus Financial Services Company Limited
25 January 2010
“A unique and innovative proposition which is set to take its place in the D2C market.”
Agenda
1. Fair Investment Company Limited
2. Market overview
3. Marketing promotion
4. Business volumes
5. Nucleus Financial Services Limited
6. Summary
Overview
Established 2000, by 2008 grown to be a leading price comparison and lead generation site
2009 launched saving and investment services
Delivering - cash and investment solutions
Focusing - on strong brand ethics and working with well known brands
Using - innovative online marketing distribution
Market success – 2009 to date
Established infrastructure and scalability
Proven track record of success in client acquisition
Over xxxx clients transacted since launch of service
Database of xxxx plus
Assets under management/influence £xxx million
Structure
Key individuals
Fair Investment Company Limited
Directors – James Caldwell/ David Doulton Head of Financial Services – Oliver Roylance-Smith
Business Analyst – Daniel Lovelace Business Development Manager – George Ladds
Compliance Manager – Alex Catleugh Editorial Manager – Rebecca Sargent
Financial Controller – John Corboy Head of Pension and Investment Services – Nick Scarrett
Investment Admin Manager – Julie Smith PR Manager – Rachel Mason
Fair Web Solutions
Managing Director – Steve Wagner
Our vision
To provide:
Full client service to include savings (cash), investments and pension
Full institutional service focusing on solutions for businesses, charities and pension trustees
Bespoke solutions for high value investors
Solutions that empower investors to make informed choices
Excellence in Customer Service
Transferring this success story in the emerging
D2C WRAP space
Market overview
Changing the financial landscape ………
Decline in traditional insurance companies
High end, high value clients continue to be serviced by IFAs (Nucleus target market)
Around 30% of IFAs expected to leave (unlikely to be serviced by Nucleus)
New breed of DIY investors, the middle market, more information savvy
D2C market set to come alive with the development of WRAP solutions but not competing with IFA market
Government focus on investing for retirement………
Auto enrolment – NEST Scheme
HM Treasury Paper – Future of Pensions
Marketing promotion
Next three months: Radio campaign - Classic FM (London and South), LBC and LBC News
First campaign – www.isa.co.uk
Offline mailings: Target 20,000 individuals (SIPP) and 60,000 (mainly structured outside of Nucleus) for
ISA
Magazine advertising – SIPP and ISA campaign with What Investment
Ongoing campaigns: Investment Direct
Email promotions to existing database (editorial based emails, product specific solutions)
PR strategy – consumer facing publications including the Times, FT, Mail, Which?, What Investment
Online marketing, pay per clicks (through Google, Yahoo and MSN), search engine optimisation
ISAs, Savings and Investments
ISAs, Savings and Investments
Distribution network
Brands operated by Fair Investment
Brands operated by Fair Investment
Brands operated by FDM
ISA / Savings distribution
partners
Projected business volumes
Assumptions:- Based on initial investment- Assumes no growth, no top-ups- Average investment £40,000- As at Oct 2010
Year Clients Nucleus
2011/12
2012/13
2013/14
Nucleus Financial Services Limited
Synergy - both Nucleus and Fair Investment are evolving, technology focused companies
Clear understanding of the market, and well positioned to respond to these changing times
Entrepreneurial ethos , and a can do attitude to working together in partnership
Ability to support Fair Investment in delivering proposition to the market
Transparent, fair and clear charging structure
Community of like minded businesses
Summary
D2C market set to come alive over the next five years…..
Fair Investment well positioned to take market share
Assets under management to increase to £m by the end of April
Clients to increase to by end of April
Assets under management to increase to over £ by end of 2014
Contacts
James CaldwellDirector T: 0117 933 5501 E: [email protected]
Oliver Roylance-SmithAssociate DirectorT: 0117 946 9766E: [email protected]
Alex Catleugh Compliance ManagerT: 0117 933 5506E: [email protected]
David DoultonDirectorT: 0117 933 5502E: [email protected]
George LaddsBusiness Development ManagerT: 0117 933 5559 M: 07801 515769E: [email protected]
Steve WagnerManaging Director, Fair Web SolutionsT: 0117 900 1651E: [email protected]
Customer journey
Nucleus
Customer journey
Nucleus