2021 Results and Financial Review slide image

2021 Results and Financial Review

Succession Wealth - accelerating our strategy Growth Adds advice to our UK Wealth capabilities • • • • Significantly enhances our position in the fast growing Wealth market Accelerates our ability to offer high-quality advice to our customers Helps retain more of the c.£6bn p.a. of assets moving to our competitors Aviva's scale and capabilities to support Succession in serving their existing customers SUCCESSION WEALTH Participates across the wealth value chain c.200 financial planners; 18 offices £385m purchase price Double digit medium term Rol £9.5bn of advice assets¹ for around 19,000 clients¹ £24m pro forma² 2022 EBITDA -5pp estimated SII impact All footnotes on pages 64-66 Active IFA consolidator Experienced management team AVIVA 35
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