Prudential Plc · LSE:PRU
Prudential — Deutsche Bank Global Financials Conference 2018
9 slides from Prudential's conference presentation, May 29, 2018
Slide 1: Prudential plc
Prudential plc Deutsche Bank Global Financials Conference 29 May 2018 2018 DB Global Financials Conference
Slide 2: Forward-looking statements
Click Clicktotoedit editMaster Mastertitle titlestyle style This document may contain ‘forward-looking statements’ with respect to certain of Prudential's plans and its goals and expectations relating to its future financial condition, performance, results, strategy and objectives. Statements that a
Slide 3: Group: Long-term track record
Group Long-term track record IFRS operating profit1,2, £m New business profit1,2, £m Free surplus generation1,2,3,4, £m 4.4x 5.8x 5.5x 4,699 3,616 3,640 CAGR CAGR CAGR +14% +17% +17% 1,077 623 656 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2006 2007 2008 2009 2010 2011 2012 2013 201
Slide 4: Intention to demerge M&G Prudential from Prudential plc
Group Intention to demerge M&G Prudential from Prudential plc Value creation Enhancing long-term value Enhanced execution Greater agility & increased speed in execution Better alignment Different investment opportunities 2018 DB Global Financials Conference
Slide 5: M&G Prudential: Creating a market-leading savings and investment business
M&G Prudential Creating a market-leading savings and investment business Opportunity1,2,3 ISA market value6 Cash Stocks & Other4 shares £ 518bn Private Equity4 Wholesale/direct Better Accelerate current initiatives; Commercial property4 +£ 0.9tn by 2023 alignment P better placed to capture distinct
Slide 6: A pre-eminent global insurer, capturing structural growth
Prudential plc A pre-eminent global insurer, capturing structural growth Complementary operating markets, with Asian growth P ability to leverage experience and expertise Better +1 million alignment Diversification across risk characteristics - People entering the working population P mortality, spr
Slide 7: Asia: High-quality, diversified growth
Asia High-quality, diversified growth Eighth consecutive IFRS year of double-digit Health & Protection % NBP growth 8 countries with at least double digit growth New 4 countries generating >£150m IFRS business profit1 + 12 % Eastspring IFRS >£150m NBP ~70 % IFRS operating + profit1 15 % NBP H&P NB
Slide 8: US: Delivery and resilience
US Delivery and resilience 438% 417% 483% 429% 423% 450% 456% 481% 485% 409% RBC Ratio RBC remains resilient Cash remitted > 400% $4.4bn Since 2008 Tax reform provides long- term economic tailwind Protected against downside risks Cumulative cash remittances $bn 2008 2009 2010 2011 2012 2013 2014 201
Slide 9: Group: Summary
Group Summary Continued delivery of growth and cash Sustained momentum in earnings drivers underpins positive outlook Asia growth is broad-based and high-quality US continues to deliver, outperforming the peer group UK&E strong performance, underpinning rationale for capital-efficient stra
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