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  • attracted £8.0 billion of new client investments during the first half of 2023

  • annuali sed retention of 95.6% in the first half of the year.

  • iven the scale of inflationary pressures facing consumers in the UK it is, however, little surprise that we have seen a return to more normal investment withdrawal rates across our pensions and bonds business, together with an increase in surrender rates across smaller unit trusts and ISA portfolios

  • Beyond our operating and financial performance, it has been a period of intense activity regarding progress agains t our six business priorities, as well as in our preparation for the FCA’s new Consumer Duty regime.

  • we look ahead, there continue to be challenges for UK consumers, but as a long-term business our focus remains on ensuring we are well positioned to support our advisers build great relationships and deliver trusted and valued face-to-face advice over time.

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