Business
Interim results: six months ended 30 June 2025
InvestAcc Group Limited announced its interim results for the six months ended June 30, 2025, reporting a 20.3% increase in organic revenue to £6.0 million, up from £5.0 million in H1 2024. This growth was driven by a 21.7% year-on-year rise in the number of SIPPs. Trading EBITDA also saw a 32.8% increase, reaching £2.8 million compared to £2.1 million in the previous year. Group operating costs increased by £1.1 million. The company expects to complete its acquisition of AJ Bell's Platinum SIPP and SSAS business on November 3, 2025, adding over 3,400 new customers. A £25 million committed acquisition facility with Kartesia was established to finance the acquisition. Disclaimer*
About this update from Investacc Group Limited
[{"type":"text","content":"\n\nTHIS ANNOUNCEMENT AND THE INFORMATION CONTAINED HEREIN IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, AUSTRALIA, CANADA, THE REPUBLIC OF SOUTH AFRICA, JAPAN, ANY MEMBER STATE OF THE EUROPEAN ECONOMIC AREA OR ANY JURISDICTION IN WHICH IT WOULD BE UNLAWFUL TO DO SO.\n\n25 September 2025\nInvestAcc Group Limited\nInterim results for the six months ended 30 June 2025\nExcellent organic growth in revenue, delivered at an attractive Trading EBITDA margin combined with strategic progress in key areas of focus. \nInvestAcc Group Limited (\"InvestAcc\", the \"Company\" or, together with its subsidiaries, the \"Group\"), a leading UK specialist pension administrator, is pleased to present its unaudited results for the six month period to 30 June 2025 (\"H1 25\").\nOrganic revenue growth was up 20.3% to £6.0m (H1 24: £5.0m(1)), driven by sustained demand for core pension administrative services, with 21.7% organic growth in the number of SIPPs year-on-year. The Company also maintained an attractive Trading EBITDA margin, underscoring its ongoing commitment to operational excellence.\nIn addition, the Company made significant progress on its key strategic initiatives, further reinforcing its foundation for future growth. This included the implementation of a fee review, finishing the first phase of developing a high-quality Treasury Function, and upgrading its SIPP administrative platform. This further strengthens the group-wide capabilities to support our growth trajectory.\nThe Company is expected to complete its acquisition of AJ Bell's Platinum SIPP and SSAS business on 3 November 2025 following the extraction, migration, and integration of the Platinum SIPP and SSAS clients onto InvestAcc's platform (\"Completion\"). The Company has also established a strategic partnership with Kartesia, a European asset manager specialised in private corporate lending, to finance the acquisition of the Platinum SIPP and SSAS business from AJ Bell. This source of financing will also be available for further inorganic growth opportunities.\nMark Hodges, Executive Chairman of InvestAcc Group, commented:\n\"We are pleased to report a strong first half performance for 2025, marked by excellent organic growth and considerable strategic progress across the organ...