2021 Results and Financial Review
Succession Wealth - accelerating our strategy
Growth
Adds advice to our UK Wealth capabilities
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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
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