Investacc Group Ltd. - Completion of Acquisition

THIS ANNOUNCEMENT AND THE INFORMATION CONTAINED HEREIN IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, AUSTRALIA, CANADA, THE REPUBLIC OF SOUTH AFRICA, JAPAN, ANY MEMBER STATE OF THE EUROPEAN ECONOMIC AREA OR ANY JURISDICTION IN WHICH IT WOULD BE UNLAWFUL TO DO SO.

LEI: 2549008KZ7HM27V4O637
3 November 2025

InvestAcc Group Limited

Completion of the acquisition of AJ Bell's Platinum SIPP and SSAS business

InvestAcc Group Limited ("InvestAcc", the "Company" or, together with its subsidiaries, the "Group"), a leading UK specialist pension administrator, is pleased to announce that it has completed the acquisition of AJ Bell's Platinum SIPP and SSAS business, the pension administration client books which formed part of the AJ Bell non-platform business, for a maximum consideration of £25m (the "Acquisition").

As part of the completion of the Acquisition, the initial cash consideration of £17.5m has been paid and £1m of ordinary shares have been issued to AJ Bell. The deferred consideration, of up to £6.5m, will be payable in the first half of 2026, subject to the achievement of specific client transfer targets.     

Following the completion of the Acquisition, the number of SIPP and SSAS accounts administered by the Group has increased to over 18,000.

Mark Hodges, Executive Chairman of InvestAcc Group, commented:

"The completion of the AJ Bell acquisition marks a significant milestone in our journey to build the UK's leading specialist pension administrator. Since announcing the Acquisition in March, integration workstreams have progressed well and in line with our expectations.

"The Acquisition represents a material increase in the scale of the Group, and we look forward to welcoming over 3,400 new customers, 46 employees, and new relationships with more than 200 financial advisers. Our focus remains on delivering a high quality service to all our customers and their advisers."

Enquiries:

Company Secretary: + 44 (0) 207 004 2700
Antoinette Vanderpuije

Camarco (PR Adviser): + 44 (0) 203 757 4980
Ed Gascoigne-Pees / Phoebe Pugh

KK Advisory (IR Adviser): + 44 (0) 207 039 1901
Kam Bansil

Panmure Liberum Limited (Corporate Broker): + 44 (0) 203 100 2000
Chris Clarke / Ed Thomas

Zeus Capital Limited (Corporate Broker): + 44 (0) 207 220 1666
Harry Ansell / Katy Mitchell