Leadership Team
We are guided by a seasoned Board and Management Team with deep expertise in financial services, a proven track record of delivering value across the sector, and extensive experience successfully navigating complex transactions in diverse regulatory environments.
"Buy-and-Build"
Utilising the InvestAcc operating group as the optimal strategic platform to consolidate the UK SIPP market.
"Buy-and-Build"
Utilising the InvestAcc operating group as the optimal strategic platform to consolidate the UK SIPP market.
“Buy-and-Build”
We intend to deliver our strategic goal through a combination of focussed M&A and strategic partnerships, facilitated through the acquired InvestAcc operating group.
We believe that the InvestAcc Holdings Limited (InvestAcc) operating group provides the optimal strategic platform to create value through a SIPP "Buy-and-build" strategy. The business benefits from being a leading UK personal pension administrator, having a proven track record of delivering exceptional customer service, scalable operations and infrastructure, a strong financial profile and a sustainable organic growth trajectory.
InvestAcc is a business with a loyal and growing customer base. With a greater focus on savings, changing demographics and a growing opportunity presented by the inter-generational wealth transfer referred to above, the pensions administration industry plays an important role in securing financial independence and security for customers over the long term.
Discipline and Focus
Our initial focus for growth is on the SIPP segment as we believe that the current market backdrop lends itself to a growing self-invested pensions market. The key drivers to market growth are:
Changing Population and Demographics
In 2023 there were 21 million people aged 55 and over in the UK, and the number of people aged 65 to 79 is predicted to increase by 30% to over 10 million in the next 40 years.
The fragmented supply side of the SIPP market creates a structural opportunity for inorganic growth.
Leadership Team
We are guided by a seasoned Board and Management Team with deep expertise across financial services and operating at scale within complex regulatory environments.
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