Aegon Ltd. · EURONEXT:AGN
Aegon — AIFA Conference 2018
10 slides from Aegon's conference presentation, Mar 6, 2018
Slide 1: Leveraging leading positions in Workplace Solutions market
Leveraging leading positions in Workplace Solutions market Blake Bostwick AIFA Conference Naples – March 6, 2018 Chief Operations Officer Helping people achieve a lifetime of financial security
Slide 2: Today's storyline
Today’s storyline 2 Today’s storyline • Leading positions in Workplace Solutions market Strong competitive position • Top 10 position in Retirement Plans in total assets and number of participants served • Solidified coverage of all plan sizes • Consolidated recordkeeping platforms leads to improvin
Slide 3: Strong position in retirement plans
Retirement plans 3 Strong position in retirement plans • Strong position in Retirement market underpinned by top 10 positions in both assets and # of participants • Coverage of all plan sizes enhanced by 2015 acquisition of Mercer’s DC business, which expanded competitive position into mega plans As
Slide 4: Unique recordkeeping platform servicing customer needs
Retirement plans 4 Unique recordkeeping platform servicing customer needs Addressing Unique platform Benefits customer needs Servicing all Growth & segments scalability >20k plans Addressing risk Personal guidance Cost efficiencies ~5 million Flexible participants Market investment agility options
Slide 5: Leveraging market-leading technology…
Retirement plans 5 Leveraging market-leading technology… Context Aware Cloud First Customer Data Driven Event Driven Centric Modular & Micro Service Managed Self Autonomous Secure Cost Optimized Nimble based Service …to enhance and enable the platform
Slide 6: Getting closer to the customer and expanding the relationship
Retirement plans 6 Getting closer to the customer and expanding the relationship Digital Platform drives Creating a holistic Advice Center customers to Advice Center Adding customer value to improve experience • Broader offering – advice within the plan, Advice One customer advice with IRAs, annuiti
Slide 7: Integrated Workplace Solutions offering
Retirement plans 7 Integrated Workplace Solutions offering Wealth Strategic access to working America Leveraging our position with an integrated offering & new technology Retirement Services (Recordkeeping) • Integrated worksite offering Extend reach with + existing employers combining wealth, healt
Slide 8: Transamerica's leading positions in Workplace Solutions market
Retirement plans 8 Transamerica’s leading positions in Workplace Solutions market • Transamerica is the only workplace provider with top 10 positions in defined contribution plan administration, defined benefit plan administration, voluntary benefits sales and workplace-sold long term care • The nex
Slide 9: Thank you!
9 Thank Thankyou! you! Aegonplein 50 Aegonplein 50,Hague 2591 TV The 2591 TV the Hague Telephone: +31 (0)70 344 3210 The Netherlands Postbus +31 70 202 344 8305 2501 CE the Hague ir@aegon.com The Netherlands
Slide 10: Disclaimer
10 Disclaimer Cautionary note regarding non-IFRS measures This document includes the following non-IFRS-EU financial measures: underlying earnings before tax, income tax, income before tax, market consistent value of new business and return on equity. These non-IFRS-EU measures are calculated by con