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Investor Relations

Purpose and Strategy

We make it easy for people to save and invest for a better future

Our purpose is simple. We make it easy for people to save and invest for a better future. We support over 1.88m clients in building their financial resilience and achieving their financial goals.

graphic demonstrating what our clients want and what we're doing about it. Clients want us to make it easy, a platform they can trust and to give them great value. We are transforming the investing experience, combining the best of colleague and digital capability and leveraging our scale to drive client value.

How we're doing it

2025 key areas of focus:

Having undertaken a business wide review in 2024 we have refreshed our strategy which now comprises of the following five strategic priorities:


1

Increase retention

Improving the client experience remains at the core of our strategy and we’ll continue to focus on improving both the digital and colleague client experience. This year we’ll be looking at how we can provide clients with a more personal experience, evolving our proposition, service and digital features to address each client segment more specifically.

2

Drive new client growth

We have a large and growing addressable market, meaning there’s lots for us to go after. This year we’re getting more specific on who we can help, ensuring they know about us and how we can help. We’ll also make it easier to become a client by streamlining our digital onboarding and ensure it's attractive to consolidate wealth with HL.

3

Drive execution

Execution will remain a focus in 2025, building on the improvements seen in 2024. Ringfencing our key strategic initiatives was a success, we’ll accelerate this process and apply it to a bigger pool of projects in 2025. We’ll continue to modernise our technology estate, through ongoing cloud migration and continuing to retire legacy systems.

4

Save to invest

Identifying ways to be a more efficient business, from how we set ourselves up to where we spend our money. We’ll embed what we learned in 2024 when it comes to new ways of working across the business and continue to rationalise our spending.

5

Performance culture

HL has great people and a strong client-focused culture. With our renewed executive and technology leadership in place and already having an impact, this is set to ramp up in 2025. We will further strengthen our talent by increasing our focus on performance, empowering colleagues with the coaching, leadership and technology they need to drive the next phase of HL’s growth.

For more detail on these priorities and the progress we have made, please visit our Results and presentations section of the website.