Pension Trends

Panacea community - Pension sales by quarter

Product Q4 18 Q1 19 Q2 19 Q3 19 Total
Executive (RP) £147,113 £82,230 £53,609 £65,049 £348,001
Executive (SP) £520,718 £196,213 £29,477 £25,587 £771,995
Flexible Drawdown (SP) £37,860,841 £37,000,551 £37,601,175 £34,097,126 £146,559,693
Flexible Drawdown (T) £48,653,233 £47,793,040 £53,073,096 £56,690,047 £206,209,416
FSAVC (RP) £163,045 £71,949 £223,962 £62,382 £521,338
FSAVC (SP) £20,012 £7,665 £7,165   £34,842
Indiv S/H (RP) £1,430,523 £1,548,518 £1,618,680 £1,679,580 £6,277,300
Indiv S/H (SP) £948,228 £1,769,865 £1,802,028 £575,459 £5,095,580
Lifetime Pension Income (T) £34,946,477 £33,054,369 £30,215,959 £26,996,190 £125,212,995
Pension Trans. (T) £61,569,655 £58,004,481 £59,009,637 £58,652,362 £237,236,135
Personal (RP) £38,202,907 £28,954,382 £40,599,032 £32,083,087 £139,839,407
Personal (SP) £117,844,801 £102,597,127 £100,449,400 £93,546,218 £414,437,546
Section 32 (T) £188,864 £185,144 £141,117 £257,690 £772,815
SIPP (RP) £16,725,868 £25,289,536 £24,013,595 £15,086,803 £81,115,802
SIPP (SP) £266,520,170 £244,415,342 £204,337,880 £206,893,032 £922,166,424
Equity Release £38,589,732 £31,694,609 £29,798,534 £30,927,329 £131,010,204
Grand total £664,332,186 £612,665,021 £582,974,346 £557,637,940 £2,417,609,493

 

Q4 18 to Q3 19 total Pension sales

Product Non User Sales Panacea Community Sales Total Market Share
Executive (RP) £95,981 £348,001 £443,981 78%
Executive (SP) £216,541 £771,995 £988,536 78%
Flexible Drawdown (SP) £64,128,180 £146,559,693 £210,687,873 70%
Flexible Drawdown (T) £92,661,329 £206,209,416 £298,870,745 69%
FSAVC (RP) £15,158 £521,338 £536,496 97%
FSAVC (SP) £18,338 £34,842 £53,180 66%
Indiv S/H (RP) £2,758,807 £6,277,300 £9,036,107 69%
Indiv S/H (SP) £2,064,440 £5,095,580 £7,160,020 71%
Lifetime Pension Income (T) £39,358,530 £125,212,995 £164,571,525 76%
Pension Trans. (T) £106,241,957 £237,236,135 £343,478,092 69%
Personal (RP) £71,764,874 £139,839,407 £211,604,281 66%
Personal (SP) £203,651,065 £414,437,546 £618,088,611 67%
Section 32 (T) £518,979 £772,815 £1,291,794 60%
SIPP (RP) £36,526,366 £81,115,802 £117,642,168 69%
SIPP (SP) £357,113,772 £922,166,424 £1,279,280,196 72%
Equity Release £221,249,012 £131,010,204 £352,259,216 37%

 

 Please contact sarahpaul@panaceaadviser.com if you are interested in speaking to us further.

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