Prudential Plc · LSE:PRU
Prudential — Investor Day (November 2016)
13 slides from Prudential's investor day presentation, November 2016
Slide 1: Barry Stowe, US
Barry Stowe US
Slide 2: American Retirement Crisis
American Retirement Crisis The Baby Boomer Retirement Wave is Picking Up Steam 5.0 • Over 40 million people will reach retirement age in the next decade Baby Boom Generation 4.5 (1946-1964) ~75 million • Private defined benefit plans are disappearing Turned 65 in 2015 and government plans are underf
Slide 3: Seth Harris
Seth Harris Former Acting United States Secretary of Labor and Deputy United States Secretary of Labor • 2014 - Present: Distinguished Scholar, Cornell University – School of Industrial & Labor Relations; Counsel, Dentons. • 2009 - 2014: Acting Secretary and Deputy Secretary of Labor, Obama Administ
Slide 4: A Confluence of Trends
A Confluence of Trends The American retirement crisis is real and it is upon us, and there is bipartisan support for addressing it Trajectory of regulation across the industry is toward higher standards and consumer centricity Confluence of these trends will precipitate an expansion of the ret
Slide 5: Flight to Quality
Flight to Quality Advice Product Performance Service
Slide 6: Opportunities Measured by Advisors
Opportunities Measured by Advisors US Retail Financial Advisors: 308,937 Licensed to Sell Annuities: 260,765 Industry Market Sizing Jackson Producers With Annuities on the Books: 230,779 Jackson Selling Agreements: 237,883 Wrote an Annuity Last Year: 212,901 Jackson Appointed Advisors: 139,3
Slide 7: Flight to Quality
Flight to Quality Advice Product Performance Service
Slide 8: Opportunities Measured by Product
Opportunities Measured by Product Mutual Fixed Fixed Index Variable Key consideration for Retirement Investor Funds Annuity Annuity Annuity Guaranteed lifetime income (without annuitization) √ √ Guaranteed death benefit (with lifetime income) √ √ Protection against falling markets √ √ √ Ability to s
Slide 9: Flight to Quality
Flight to Quality Advice Product Performance Service
Slide 10: Opportunities Measured by Performance
Opportunities Measured by Performance Funds available with a living benefit that delivered a # of Living 7%+ 3-year annualized performance Benefit Funds Jackson Perspective II 21 91 Competitor Product 26 Competitor Product 24 Competitor Product 22 Competitor Product 22 Competitor Product Of the 202
Slide 11: Flight to Quality
Flight to Quality Advice Product Performance Service
Slide 12: Opportunities Measured by Service
Opportunities Measured by Service Jackson has been consistently awarded the highest customer service by Service Quality Measurement (SQM) Group Historical IT investment delivering efficient and flexible technology platforms Work began in 2015 on integrating Jackson products into advisory platf
Slide 13: Scaling the Opportunity for our Industry, and for Jackson
Scaling the Opportunity for our Industry, and for Jackson More than $16 trillion in assets across existing channels Advisor Distributed Assets (in $billions) Wirehouses 5.1% National and regional B/D 5.0% RIA 10.5% Independent B/D 6.6% Independent / RIA Hybrid 11.7% Retail bank B/D 8.5% Insurance B/