Investor Presentaiton slide image

Investor Presentaiton

UK Customer Loans £28.8bn (€35.0bn) Bank of Ireland Group UK Mortgages - £20.5bn Scotland, £0.9bn Northern Ireland, £0.9bn Rest of England, £8.6bn 50% Wales, £0.8bn Greater London, £4.4bn Outer Metropolitan, £2.7bn South East, £2.1bn Other UK Customer Loans - £8.3bn 76% 44% £3.0bn £0.7bn £1.7bn £0.2bn £1.7bn -£0.03bn 67% 162% £1.6bn -£0.02bn £2.3bn £1.5bn £1.7bn £0.3bn £0.1bn £1.6bn £0.2bn SME Corporate Investment Property Land & Development Consumer Coverage Ratio UK Mortgages Analysis Total UK mortgages of £20.5bn; (NPLs - 4%; Defaulted loans -2%) Average LTV of 62% on total book Average LTV of 69% on new mortgages UK mortgage book continues to perform better than industry averages² 89% of mortgages originated since 2010 are standard owner occupier mortgages ►BTL book is well seasoned with 88% of these mortgages originated pre 2009 Average balance of Greater London mortgages is c.£195k. 87% of these mortgages have an LTV <70% Other UK Customer Loans Analysis Other UK loans exposure of £8.3bn; Defaulted loans of £1.1bn with strong coverage ratios. Investment property defaulted loans have decreased by 65% in the last 2 years Performing loans of £7.2bn; SME: broad sectoral diversification with low concentration risk Corporate: specialist lending teams in Acquisition Finance, Project Finance, and Corporate lending Investment Property: Retail (47%), Office (21%), Residential (13%) Other (19%) Consumer: largest segment is asset backed motor financing of £0.9bn. Book also includes Post Office / AA branded credit cards and personal loans Performing Loans Defaulted Loans 'Non-performing loans comprise defaulted loans plus probationary mortgages (i.e. primarily mortgages that were previously defaulted but which are no longer defaulted at the reporting date; the mortgages are awaiting the successful completion of a 12 month probation period) 2Data published by the Council Mortgage Lenders (CML) for March 2016 indicates that the proportion (0.98%) of the UK mortgage book in default remains below the UK industry average of 1.04% 11
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