Results Presentation
Half year ended 31 March 2022
Presentation team
Alex Scott | Jonathan Gunby |
IHP Chief Executive Officer | IHP Executive Director - and IFAL CEO |
• Joined IntegraFin in 2009 | • Joined IntegraFin in 2011 |
• 1997 - Twelve years in insurance | • 1999 - Twelve years as Director of |
licence provision | NMG Holdings |
• 30 years of financial services | • 30 years of financial services |
experience in the UK and | experience in the UK and |
internationally - with specific | internationally |
insurance experience | 2 |
The IHP Group strategy - focused on clients and UK advisers
We provide services for clients and UK advisers
We deliver enhanced value for our stakeholders by
Growing
- Growing FUD by attracting and retaining clients and UK advisers
- Growing cash earnings - from increasing FUD
Investing
- To deliver market leading software and straight through operational processes
- To deliver high levels of client service
Managing
- Controlling the cost base
- Maintaining a strong balance sheet
3
The IHP Group business model - proprietary technology based
Proprietary technology
Operational efficiency
People excellence
Strong balance sheet
In house tax efficient
wrappers
Strong brand
- We own and continually develop Transact and the T4A CURO back office system
- High standards of client service, combined with straight through processing for operational efficiency
- Values driven culture across all staff, and high length of service amongst senior management team
- No debt, highly cash generative business model, strong cash and capital position
- Pensions, ISAs, and insurance bonds all provided in-house
- Trusted by clients and UK advisers - we invest part of our revenue growth, by responsibly reducing our price over time for clients
4
Provides the market leading investment platform for
clients and UK advisers
Operational | • | FUD at £53.5bn | |
• Average portfolio size c.£250k | |||
• 7k advisers using the platform, and 219k clients | |||
Priorities | • Invest in platform software development | ||
• | Invest in additional staff to maintain high service | ||
standards | |||
• Enhance self-serve functionality for advisers | |||
Early growth stage (acquired by IHP in 2021) -
provides the market leading back office software for
UK advisers
- Software installed at > 80 client firms, with in excess of 2k licence-paying users
- Built on Microsoft Dynamics
- Initial release of CURO 365 software by end of 2022.
- Collaborate with Microsoft to expand co- selling opportunities
- Expand the Marketing and Implementation teams
5
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