LEI Number: 213800CYIZKXK9PQYE87
16 January 2024
IHP Group quarterly update - Q1 of financial year 2024
IntegraFin Holdings plc ("IHP" or "the Group"), operator of Transact, the UK's premium investment platform for clients and UK financial advisers, is pleased to update on performance for the three months ended 31 December 2023.
The Group has continued to demonstrate solid momentum with continued growth of the Transact platform despite current market conditions.
Group highlights
· Record quarter end funds under direction (FUD) on the Transact platform of £58.0bn, up 11% over the past year.
· Record average daily FUD for the quarter of £55.5bn in Q1 FY24 (Q1 FY23: £51.5bn).
· Record number of clients registered on the platform at 231k (Q1 FY23: 227k), in addition to continued growth of the adviser base on the platform with 7.8k advisers registered at Q1 FY24 (Q1 FY23: 7.6k).
· Resilient Q1 FY24 flows to the Transact platform, with net inflows of £0.3bn, and gross inflows of £1.7bn.
· Time4Advice demonstrating continued progress with total chargeable users of CURO software now at over 2.8k.
· Guidance issued at year end FY23 remains unchanged for FY24 (ending 30 September 2024).
Transact platform reporting for Q1 FY24:
£m |
Quarter ended 31 December 2023 |
Quarter ended 31 December 2022
|
Opening FUD | 54,959 | 50,070 |
Inflows | 1,657 | 1,469 |
Outflows | -1,389 | -769 |
Net flows | 268 | 700 |
Market movements | 2,786 | 1,319 |
Other movements(1) | -3 | -26 |
Closing FUD | 58,010 | 52,063 |
Average daily FUD for the period (£m) | 55,474 | 51,470 |
Number of registered advisers | 7,820 | 7,632 |
Number of platform clients | 231,413 | 226,996 |
Alex Scott, IHP Group Chief Executive Officer, commented:
"I am pleased with the continued organic growth of our platform adviser and client numbers, demonstrating the success of our business model. Despite current market conditions, inflows remain resilient, and we have seen average daily FUD over the quarter increase to £55.5bn, with this being the main driver of Group revenues.
I was delighted to welcome Euan Marshall to the Group as our new Group Chief Financial Officer at the start of January. He brings extensive experience working as CFO of a UK listed financial services company and is a welcome addition to our leadership team.
Although the macroeconomic outlook is uncertain, our position in the market remains very strong. Transact is one of the leading adviser platforms in the market for service and functionality, and the Group benefits from consistent recurring revenues and economies of scale."
Transact platform historical information:
£m | Q2 FY22 | Q3 FY22 | Q4 FY22 | Q1 FY23 | Q2 FY23 | Q3 FY23 | Q4 FY23 | Q1 FY24 |
Opening FUD | 54,539 | 53,500 | 50,300 | 50,070 | 52,063 | 53,973 | 54,606 | 54,959 |
Inflows | 2,092 | 1,703 | 1,505 | 1,469 | 1,825 | 1,517 | 1,595 | 1,657 |
Outflows | -697 | -703 | -785 | -769 | -900 | -900 | -1,184 | -1,389 |
Net flows | 1,395 | 1,000 | 720 | 700 | 925 | 617 | 411 | 268 |
Market movements | -2,376 | -4,152 | -927 | 1,319 | 994 | 21 | -62 | 2,786 |
Other movements(1) | -58 | -48 | -23 | -26 | -9 | -5 | 4 | -3 |
Closing FUD | 53,500 | 50,300 | 50,070 | 52,063 | 53,973 | 54,606 | 54,959 | 58,010 |
Average daily FUD for the period (£m) | 52,551 | 51,889 | 52,217 | 51,470 | 53,842 | 54,288 | 54,964 | 55,474 |
Number of registered advisers | 7,356 | 7,469 | 7,537 | 7,632 | 7,563 | 7,606 | 7,683 | 7,820 |
Number of platform clients | 218,787 | 221,992 | 224,705 | 226,996 | 228,232 | 229,659 | 230,294 | 231,413 |
Notes:(1)Includes fees, taxes and investment income.
Enquiries |
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Investors |
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Luke Carrivick, IHP Head of Investor Relations | +44 020 7608 5463 |
Media |
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IHP@fgsglobal.com FGS Global: Mike Turner FGS Global: Chris Sibbald |
+44 7775992415 +44 7855955531 |
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