Summary description

• Simple, straightforward pension based on latest technology

• Easily onboarded platform for employers to enable their staff to save via a tax efficient pension

• Empowers simple saving and supports employee retention

• Simple add-on offering to clients for accountants’ clientele aids distribution

Opportunity investment thesis

• Clear need to empower all employees to think about and, ideally, add to their pensions

• Provides leading, but simple, tech platform for employers to offer their employees

• Long-term play into the savings/pension market but runs lean with relatively low B2B acquisition costs supporting sustained growth