Charles Stanley

Final Results Presentation

For the year ended 31 March 2021

Agenda

  1. Overview
  2. FY 2021 financial results
  3. Focus for FY 2022 - IMS, FPS, CFS
  4. Outlook

Appendices

Paul Abberley

Ben Money-Coutts

Ian Sackfield

Andrew Meigh

John Porteous

Chief Executive Officer

Chief Financial Officer

Managing Director of

Managing Director of

Managing Director of

Investment Management

Financial Planning

Central Financial Services

Services

1

  1. Overview
  2. FY 2021 financial results
  3. Focus for FY 2022 - IMS, FPS, CFS
  4. Outlook

Strong performance amidst global disruption with dedication from colleagues to high levels of client support and continuing focus on projects to improve operational efficiency.

Paul Abberley

Chief Executive Officer

2

Overview

  • Resilient financial performance against challenging backdrop of the coronavirus pandemic. Year end with FuMA at record levels
  • Group transitioned to home-working effectively and maintained its normal high level of client service throughout the year
  • Successful completion of outsourcing of IT infrastructure
  • Improved client satisfaction and staff engagement scores
  • Planned launch of Central Financial Services division and commencement of new digital strategy - will enhance client proposition
  • Ongoing initiatives to improve operational efficiency

3

  1. Overview
  2. FY 2021 financial results
  3. Focus for FY 2022 - IMS, FPS, CFS
  4. Outlook

A resilient performance, exemplifying the strength of the business model and quality of client service. Record levels of FuMA with fee and commission income ahead of the prior year but offset by lower interest income.

Ben Money-Coutts

Chief Financial Officer

4

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Charles Stanley Group plc published this content on 27 May 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 27 May 2021 07:06:01 UTC.