Hargreaves Lansdown : Results 2023 Analyst Presentation

FY2023

ANNUAL RESULTS

Agenda

1. Introduction
2. 2023 Business Performance
3. Strategic Update on Growth
4. Wrap-up
5. Q&A

Speakers

Dan Olley

Chief Executive Officer

Amy Stirling

Chief Financial Officer

Ruchir Rodrigues

Chief Client and Commercial Officer

2

Introduction

TestWHAT

I'M

HEARING FROM CLIENTS

Introduction

Financials

Strategic update

Wrap-up

Investing can be overwhelming - many clients don't know how and others don't have the time

Even if they do know, the client journey can be difficult

Once they decide, clients want to do what they want in one place

3

Introduction

How we solve client needs

Client need

Clients say

Build my confidence

Make it easy

Give me choice

Introduction

Financials

Strategic update

Wrap-up

How we help

The right information, to the right clients, at the right time

Seamless journeys across the channels clients want

Broadest range of solutions to meet

all clients' needs, under one log in

4

Introduction

WE ARE WELL PLACED TO CAPTURE THE GROWING MARKET OPPORTUNITY

£3.7tn12026

Introduction

Financials

Strategic update

Wrap-up

Over 1.8m clients and counting

Most trusted industry platform3

£3.1tn2

NOW

#1 client NPS vs classic platform3 competitors

Full suite of tax wrappers, 14,000 investment options and Active Savings

Well placed to meet regulatory and structural shifts

1. Source HL Estimates
2. Source BCG - addressable market estimated at £3.1tn - £1.9tn of cash and £1.2tn of private wealth

3. Source: Platforum, Fundscape, Boring Money Value Tracker June 2023

5