Bright Pensioen at Holland Fintech October Meetup Amsterdam

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Transcript of Bright Pensioen at Holland Fintech October Meetup Amsterdam

Page 1: Bright Pensioen at Holland Fintech October Meetup Amsterdam
Page 2: Bright Pensioen at Holland Fintech October Meetup Amsterdam

Karin JakobsenBoard member & Financial Director

Annemieke VlekICT advisor

Peter VerhaarChairman of the Board

Sjaak ZonneveldBoard member & Commercial Director

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Sustainable

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Self-employed970.000

Director-Owners210.000

Employers35.000

(350.000 employees)

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Jun 2012

Apr 2014

Dec 2014

Feb 2015 2015 Nov

2015Jun

2016

Pension solution for self-employed

Pensionadmin

CRMHRMFIN

DocsMail

300K

310K

Where are we now?

UCITS

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Current valuation: € 1,6Mio

Crowdfunding Apr 2014:€ 0,20 /share

Others, Oct 2016:€ 0,25 /share

Allianz, May 2016:€ 0,25 /share

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Consortium of investors - € 1,5 Mio

€ 500.000

minimum€ 100.000

Minimum€ 500.000

Others

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• Allianz intends to increase its stake at the end of 2019 to 33% - 49%.• Price: market value with a minimum price • Crowdfunders and other investors have a first-right-of-refusal

regarding the Allianz offer

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1st subscription-basedcooperative

sustainable pension providerfounded by women

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Climate is moving towards personal pensions

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What will happen with self-employed pension?

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Investment target: € 1.500.000

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Bright Team / Community

Sjaak

Jeroen

Karin

Jessica

Steven

Peter

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New product pipeline

Disability coverself-employedCollective

life insurance2e

pillar3e

pillar