• Making Savings Affordable report

  • 18-02-14 Making Savings Affordable graphic.pngIn April we see the first of the Auto-Enrolment contribution increase’s take effect. This report addresses the impact these (along with the April 2019 increases) will have on a consumers disposable income and the knock on effects this will have to the UK savings market.

    Millions of UK consumers what to save, but have never been taught how. This report looks in detail at how we can help create additional savings each month in tough economic climates in order to ensure that rising pension contributions are met, providers retain projected new assets and opt-out rates don’t rise.

    F&TRC have produced a focused report to examine what a best of breed financial wellness modelneeds to include, in order to address the savings deficit and ensure the continued success of Auto-Enrolment.

    Key area’s which this report looks at:

    • Size of the opportunity
    • UK savings problem
    • The effect increasing Auto-Enrolment contributions will have over the next 15 months
    • A detailed overview of F&TRC’s ‘best of breed financial wellness’ model, looking in depth at;
    • Personal Financial Management
    • Financial wellness and better budgeting
    • Short and long term goals
    • Smarter spending (discounts, reward & geo-location)
    • Smarter savings (micro-savings, comparison services and saving to suit the consumer)
    • Debt management
    • Risk analysis
  • Subscription:

    Making Savings Affordable report (single deliverable):  £5,000 + VAT

    Optional Extra:

    Half day workshop to review report and identify priorities (with two F&TRC consultants):  £2,000 + VAT

    Meeting in London or via video conference - please contact us for onsite pricing