REG - Investacc Group Ltd. - Completion of Acquisition

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RNS Number : 7816F  Investacc Group Limited  03 November 2025

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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

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