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RetireInvest Organisational Structure

2. Key Considerations. In reviewing our organisational structure we had a number of key objectivesWork within our existing budgetMust underpin our business strategy for the next 3-5 yearsSupport significant change, repositioning RI for future growthStrong cultureSupport our new service modelIn

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RetireInvest Organisational Structure

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    1. RetireInvest Organisational Structure May 2009

    2. 2 Key Considerations In reviewing our organisational structure we had a number of key objectives Work within our existing budget Must underpin our business strategy for the next 3-5 years Support significant change, repositioning RI for future growth Strong culture Support our new service model Increase reach to our advisers (more on the ground deliverables) Need for more specialist roles to ensure we get traction on key issues including Our salaried practices Delivery of our Value Proposition (best practice, advice and technology) Risk capability Establish stronger internal operational capability Cope with anticipated growth

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    4. 4 Finance & Operations Changes Appointment of CFO, David Flynn Appointment of Dealer Operations Manager, Vacant Appointment of accounting team, Vacant Appointment of helpdesk position, Vacant Appointment of transitions officer (to support recruitment), Vacant Change to L&D and Business Systems Teams support Major Objectives Transition of accounting from ING into RI Consolidation of FING accounting team into RI Establish Operational Excellence within the dealer Establish high quality service level standards, including CRM tools to monitor and report our activity Migration of IT into RI (or re-negotiate new terms with ING BTG)

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    6. 6 Marketing / L&D Changes Merger of marketing and L&D teams Appointment of L&D Specialist Removal of Alliance function Objectives Outsource more L&D/event functions to ING Cost efficiency synergies from merger Re-branding project as part of business review

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    8. 8 Practice Development Changes Appointment of Manager Salaried Distribution, Nick Herman (contract) Regional Manager Northern, Neil O’Grady Regional Manager Southern, David Cutting Adviser Systems Trainer Northern, Joseph Aryout Adviser Systems Trainer Southern, Vacant Admin Support Role, Vacant Change to 1x RPM NSW role and 1x RPM, Vic (ie promotion to RM) Removal of National Alliance Manager role ING Corporate Super function – move to this team Objectives Increase our recruitment focus and support expected appointments Increased capability in delivering our services to regions Assist advisers to develop more referral sources (reduced focus on national alliances) Focus on advisers practice development issues Owned practices to have focus and separation from RI Dealer operations

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    10. 10 Research & Technical Changes Appointment of Research Team in-house Appointment of Risk specialised in-house Responsible for ING Technical services Objectives Provide a highly valued research offering to the group Increase in-flows onto preferred platforms Establish Oasis badged platforms Increase risk business significantly Increase appreciation of ING technical offering

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    12. 12 Compliance Changes Promotion of Deepthi to Senior Compliance Manager Para-planning & Technical Sign off moved into Compliance RG146/CPD point tracking and administration management function – moved to this team Advice Process related functions moved to Adviser Systems Objectives Continue to protect our right to operate Timely and valued compliance services

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    14. 14 Adviser Systems Changes New team focused on developing the “RI Way” Appointment of National Manager Adviser Systems, Hamish Hockley (Adelaide based) Appointment of Advice Manager, Miles Mudie (Adelaide based) Appointment of Help Desk Role, TBA (Adelaide based) Appointment of Best Practice Manager, Joncarl La Rosa (Sydney based) Objectives Develop a highly efficient and effective end to end RI Best Practice approach for Business Operations, Advice Process and Business Systems Move to a holistic advice model across the group Implement this across the group to achieve increase in business and operational efficiencies

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