Aegon Ltd. · EURONEXT:AGN
Aegon — Merger or Acquisition (September 2015)
5 slides from Aegon's merger presentation, Sep 25, 2015
Slide 1: Further strengthening Transamerica's leading position in US retirement sector
“Further strengthening Transamerica’s leading position in US retirement sector” September 25, 2015 Acquisition of Mercer’s US defined contribution record-keeping business
Slide 2: Overview of business acquired
Overview of business acquired Mercer HR Services at a glance Subsidiary of Marsh & McLennan Companies Large-market US defined contribution (DC) administration business ► 917,000 retirement plan participants ► 148 corporate clients and 298 DC plans ► USD 71 billion assets under administration P
Slide 3: Appealing strategic rationale for acquisition
Appealing strategic rationale for acquisition Mercer’s expertise in the large corporate segment complements existing proposition Complements current retirement services Strengthens Transamerica’s leading position in US retirement sector proposition Expertise and broad capability to serve every
Slide 4: Defined contribution rankings – Transamerica enters top-10
Defined contribution rankings – Transamerica enters top-10 2014 Assets (USD in billions) 2014 Participants (in 000’s) Rank Provider Assets Rank Provider Participants 1 Fidelity Investments 1,445.60 1 Fidelity Investments 17,610 2 TIAA – CREF 429.8 2 Empower Retirement 7,073 3 Empower Retirement 416.
Slide 5: For questions please contact Investor Relations
For questions please contact Investor Relations at +31 70 344 8305 or ir@aegon.com