IntegraFin : Interim Results Presentation 2022

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

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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

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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

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