Integrafin Holdings Plc · LSE:IHP
Integrafin — Investor Presentation (2025)
14 slides from Integrafin's investor presentation, 2025
Slide 1: IntegraFin Holdings plc Investment Case
=: IntegraFin IntegraFin Holdings plc Investment Case
Slide 2: Why invest in IntegraFin
Why invest in IntegraFin • A growing UK wealth market: with ~£2trn investable assets ‘off-platform’ of which a Our Market proportion will move ‘on-platform’ to the UK adviser platform market over time (currently ~£750bn of assets) • Transact platform with over £74bn in FUD, 99% recurring revenue, an
Slide 3: Our clear strategy and business model
Our clear strategy and business model IntegraFin operates Transact, an award-winning investment platform offering our clients and UK financial advisers proprietary technology, unrivalled support and exceptional service for financial planning The Group’s purpose is to make financial Our strategy is t
Slide 4: Business highlights
Business highlights Proven business model taking share in a growing market 1 Net inflows of £4.4bn in FY25, with total Funds under Direction (FUD) of £74.2bn Effective strategy continues to deliver growth 2 Compelling proposition of dynamic proprietary technology, market-leading service, and value f
Slide 5: Our propositions
Our propositions Transact Key Stats – FY25 • Transact is an award-winning investment platform £74.2bn Closing FUD offering our clients and UK financial advisers proprietary technology, unrivalled support and exceptional service £4.4bn Net inflows for a modern, efficient way to manage client investme
Slide 6: Our market growth opportunity
Our market growth opportunity Growth opportunity for UK platforms Fundscape growth projections for UK adviser platform assets £2,500bn UK Investable Assets that 2025-2030 CAGR over time could move to UK Platforms c.£2.4trn + 20% £2,000bn UK Platform Market c.£1.3trn 12% £1,500bn UK Adviser 8% Platfo
Slide 7: Our proprietary technology
Our proprietary technology Platform FUD as at 30.09.25 Technology Provider Key takeaways 1 Nucleus £107.0bn FNZ • The Transact platform is run on our own proprietary 2 Quilter £99.0bn FNZ technology, giving us greater control of development, 3 Aberdeen £75.8bn FNZ functionality, and external integra
Slide 8: Strong net inflows
Strong net inflows Transact’s share of net and gross inflows to the UK adviser platform market Key takeaways 25.8% • Transact’s share of net inflows is consistently above 23.3% 20%, and is well positioned to continue to attract a 21.9% strong share of adviser platform market flows 15.7% • Transact’s
Slide 9: The Transact service proposition
The Transact service proposition Delivering market leading service Driving long term growth in clients Accelerating platform gross inflows Gross inflows (£bn) 10.1 Thousands £80 300 Billions 7.8 8.2 7.3 £70 6.4 250 £60 200 £50 FY21 FY22 FY23 FY24 FY25 £40 150 2% £30 • Our regional service model help
Slide 10: Our financial performance
Our financial performance Average daily Funds Under Direction (£bn) Group revenue (£m) 6% CAGR FY21-25 10% CAGR FY21-25 +14% YoY +8% YoY 67.9 156.8 59.6 52.5 53.6 144.9 47.2 134.9 133.6 123.7 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Group underlying profit before tax (£m), and margin (%) Un
Slide 11: Cost management in FY26 and FY27
Cost management in FY26 and FY27 FY26 and FY27 total underlying administrative expenses to grow at c.3% pa +3% Key takeaways • We will deliver both Group-wide cost savings and +3% +2% -2% -2% technology investment to extend Transact’s market c.£97m leadership and reduce cost to serve platform client
Slide 12: Driving IHP's financial growth
Driving IHP’s financial growth • Transact is very well positioned to continue to attract strong net inflows in a growing UK adviser Strong net flows fundamentals platform market, underpinned by a market-leading proposition Platform revenue growth • Delivering platform revenue growth, whilst managing
Slide 13: Our highly cash generative business model supports a strong dividend
Our highly cash generative business model supports a strong dividend 1 2 3 4 5 Maintaining balance Invest to drive Deliver a reliable Consideration of Return excess capital sheet strength organic growth dividend stream inorganic opportunities Strong regulatory capital Technology investment Dividend
Slide 14: IntegraFin Holdings plc, 4th Floor, 2 Gresham Street, London EC2V 7AD | Tel: (020)
IntegraFin Holdings plc, 4th Floor, 2 Gresham Street, London EC2V 7AD | Tel: (020) 7608 4900 | Web: www.integrafin.co.uk | (Registered office: as above; Registered in England and Wales under number: 08860879).