met life business development presentation
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Fair Investment Company LimitedProposition
A presentation to MetLife
31 March 2011
“Empowering the individual to make better investment decisions.”
Overview
Established 2000, by 2008 grown to be a leading price comparison and lead generation site
Charity giving - 10% of profits annually – over £0.5 million to date
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
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
One of largest providers of retirement, savings and protection solutions in America
Strong focus on contributing to sustainable economic development
Community and social responsibility is at the heart of working culture
Risk management is the central part of what MetLife offer
Financial Strong Fitch Rating – AA- Moody – Aa3 S&P – AA-
In the USA mix of tied advisers and advisers
“Looking ahead, we are focused on leveraging the many strengths of our new, global organizationto ensure we can build upon MetLife’s impressive history with new milestones of success.” – C Robert Henrikson,Chairman of the Board, President and Chief Executive Office Metlife, Inc. March 1, 2011
Solutions for individuals
50% of clients are 50 plus
Looking for solutions:
Decline in income over the last three years – how can clients find alternative solutions Protection of capital with some upside growth – how can clients protect capital but still
benefit from growth in the markets
Fair Investment aim to provide individuals with a range of solutions across savings, investments and pensions
“I have already transferred many ISAs and Investments into the Fair Investment ISA andInvestment Account, as well as my wife's, and have been very impressed with the service, sowhen I heard about the launch of the Fair Investment SIPP, I decided to transfer this pensionover too.” – Client February 2011
What Fair Investment offers to providers of investment products
Established infrastructure and scalability
Proven track record of success in client acquisition
Access to a wide distribution base
Number of clients
Total assets under influence
Average Investment
Customer journey
ISAs, Savings and Investments
ISA, Investments,Savings and
other FDM Deals
Brands operated by Fair Investment
Brands operated by FDM
ISA / Savings distribution
partners
Distribution
Fair Investment working with MetLife - explore the potential to:
Provide clients with simplified products on an execution only basis – Protected Growth Bond Just launched in the UK – assets, average case size?
Clear message: 80% protection, 70% market exposure (basket of BlackRock tracker funds) No restriction on upside Protection at the highest ever unit price, calculated daily No lock-in – can access capital at anytime Clear charging structure – 100% invested Protection under the FSCS Strong financial rating No selection of investments
Marketing: Adverts on our site, leading to specific tables Email to database of 20,000 Possible links with distribution partners
Next steps / questions?
George Ladds, Business Development Manager T: 0117 933 5559M: 07801 515769