ACT's Addressable Market for UK Trust-Based Pensions

Executive Summary: This research paper analyzes the market opportunity for Advanced Client Targeting (ACT) within the UK trust-based pension sector, identifying key segments and growth potential.

Key Findings:

• Market Size: The UK trust-based pension market represents approximately £1.8 trillion in assets under management
• Target Segments:
  • Employee Benefit Consultants (2,500+ potential clients)
  • Independent Professional Trustees (850+ firms)
  • Operational Consolidators (150+ active providers)
  • Pension Systems Software Providers (75+ companies)
• Market Drivers: Regulatory changes, scheme consolidation trends, and increasing complexity of pension administration
• Revenue Potential: Estimated addressable market of £125M annually across all service lines

Strategic Recommendations:

• Focus on schemes with assets between £10M-£120M for optimal ROI
• Prioritize companies with weak covenant strength and upcoming regulatory deadlines
• Target schemes with aging trustee boards and upcoming director milestones
• Leverage news analytics to identify trigger events and market opportunities

Conclusion: ACT represents a significant opportunity to transform B2B sales in the pension services sector through data-driven targeting and predictive analytics.