Q4 New Business
2010年1月21日 - 4:00PM
ＲＮＳを含む英国規制内ニュース （英語）
TIDMSTJ
RNS Number : 8634F
St. James's Place PLC
21 January 2010
-1-
ST. JAMES'S PLACE plc
27 St. James's Place, London SW1A 1NR
Telephone 020 7493 8111 Facsimile 020 7493 2382
PRESS RELEASE
21 January 2010
ST. JAMES'S PLACE WEALTH MANAGEMENT
NEW BUSINESS
FOR THREE MONTHS TO 31 DECEMBER 2009
RECORD FOURTH QUARTER NEW BUSINESS
RECORD FUNDS UNDER MANAGEMENT & PARTNERSHIP NUMBERS
St. James's Place plc ("SJP"), the wealth management group, today issues its new
business update for the three months ended 31 December 2009.
Highlights for the three months are:
New Business
* Total single investments of GBP1.08 billion (2008: GBP0.72 billion), up 50%
* Total new business on an APE basis of GBP133.2 million (2008: GBP96.4 million),
up 38%
* Manufactured new business on an APE basis of GBP122.7 million (2008: GBP85.6
million), up 43%
* Manufactured business represents 92% of new business (2008: 89%)
Funds Under Management
* Funds under management of GBP21.4 billion, up GBP1.1 billion over the three
months
* Net inflow of funds under management of GBP700 million (2008: GBP400 million)
* Continue to retain over 95% of existing clients' funds
Partnership
* Partnership numbers up 9% for the year to 1,464
David Bellamy, Chief Executive, commented:
"We are delighted with our fourth quarter figures. Record new investments and
excellent retention are a credit to our entire community and have helped drive
Group funds under management to record levels.
We are extremely pleased with the fact that we have grown the Partnership by 9%,
the largest annual increase in ten years.
Our overall performance in 2009 gives us both the confidence and a good platform
for further growth this year."
The details of the announcement are attached.
Enquiries:
+---------------------------------------------------+------+-----------------+
| David Bellamy, Chief Executive | Tel: | 020 7514 1963 |
+---------------------------------------------------+------+-----------------+
| Andrew Croft, Group Finance Director | Tel: | 020 7514 1963 |
+---------------------------------------------------+------+-----------------+
| Tulchan Communications Group Ltd | Tel: | 020 7353 4200 |
| John Sunnucks/Mal Patel | | |
+---------------------------------------------------+------+-----------------+
-2-
ST. JAMES'S PLACE WEALTH MANAGEMENT
NEW BUSINESS FIGURES TO 31 DECEMBER 2009
TOTAL LONG TERM SAVINGS
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | Unaudited | | Unaudited |
| | 3 Months to | | 12 Months to |
| | 31 December 2009 | | 31 December 2009 |
+---------------------+--------------------------------------+--+-----------------------------------------+
| New PREMIUMS | | 2009 | | 2008 | | Change | | | | 2009 | | 2008 | | Change | |
| | | GBP'm | | GBP'm | | % | | | | GBP'm | | GBP'm | | % | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| New Regular | | | | | | | | | | | | | | | |
| Premiums | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| - Pensions | | 19.4 | | 19.8 | | (2%) | | | | 75.4 | | 87.8 | | (14%) | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| - Protection | | 5.4 | | 5.0 | | 8% | | | | 19.6 | | 19.1 | | 3% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | 24.8 | | 24.8 | | 0% | | | | 95.0 | | 106.9 | | (11%) | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| New Single Premiums | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| - Investment | | 455.3 | | 315.3 | | 44% | | | | 1,389.4 | | 1,365.5 | | 2% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| - Pensions | | 346.7 | | 267.4 | | 30% | | | | 1,176.6 | | 1,070.7 | | 10% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | 802.0 | | 582.7 | | 38% | | | | 2,566.0 | | 2,436.2 | | 5% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| Unit Trust Sales | | 282.7 | | 133.6 | | 112% | | | | 892.2 | | 685.0 | | 30% | |
| (including PEPs and | | | | | | | | | | | | | | | |
| ISAs) | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | |
+---------------------+----------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | |
+---------------------+----------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | Unaudited | | Unaudited |
| | 3 Months to | | 12 Months to |
| | 31 December 2009 | | 31 December 2009 |
+---------------------+--------------------------------------+--+-----------------------------------------+
| | | 2009 | | 2008 | | Change | | | | 2009 | | 2008 | | Change | |
| | | GBP'm | | GBP'm | | % | | | | GBP'm | | GBP'm | | % | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| NEW BUSINESS | | | | | | | | | | | | | | | |
| (RP + 1/10TH SP) | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| Investment | | 73.7 | | 44.9 | | 64% | | | | 228.1 | | 205.0 | | 11% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| Pensions | | 54.1 | | 46.5 | | 16% | | | | 193.1 | | 194.9 | | (1%) | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| Protection | | 5.4 | | 5.0 | | 8% | | | | 19.6 | | 19.1 | | 3% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| Total | | 133.2 | | 96.4 | | 38% | | | | 440.8 | | 419.0 | | 5% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
-3-
ST. JAMES'S PLACE WEALTH MANAGEMENT
NEW BUSINESS FIGURES TO 31 DECEMBER 2009
MANUFACTURED LONG TERM SAVINGS
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | Unaudited | | Unaudited |
| | 3 Months to | | 12 Months to |
| | 31 December 2009 | | 31 December 2009 |
+---------------------+--------------------------------------+--+-----------------------------------------+
| New PREMIUMS | | 2009 | | 2008 | | Change | | | | 2009 | | 2008 | | Change | |
| | | GBP'm | | GBP'm | | % | | | | GBP'm | | GBP'm | | % | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| New Regular | | | | | | | | | | | | | | | |
| Premiums | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| - Pensions | | 16.5 | | 15.6 | | 6% | | | | 63.2 | | 59.6 | | 6% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| - Protection | | 1.2 | | 1.4 | | (14%) | | | | 4.7 | | 6.7 | | (30%) | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | 17.7 | | 17.0 | | 4% | | | | 67.9 | | 66.3 | | 2% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| New Single Premiums | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| - Investment | | 452.0 | | 311.2 | | 45% | | | | 1,372.2 | | 1,276.1 | | 8% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| - Pensions | | 315.4 | | 241.3 | | 31% | | | | 1,057.2 | | 946.8 | | 12% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | 767.4 | | 552.5 | | 39% | | | | 2,429.4 | | 2,222.9 | | 9% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| Unit Trust Sales | | 282.7 | | 133.6 | | 112% | | | | 892.2 | | 685.0 | | 30% | |
| (including PEPs and | | | | | | | | | | | | | | | |
| ISAs) | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | |
+---------------------+----------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | |
+---------------------+----------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | Unaudited | | Unaudited |
| | 3 Months to | | 12 Months to |
| | 31 December 2009 | | 31 December 2009 |
+---------------------+--------------------------------------+--+-----------------------------------------+
| | | 2009 | | 2008 | | Change | | | | 2009 | | 2008 | | Change | |
| | | GBP'm | | GBP'm | | % | | | | GBP'm | | GBP'm | | % | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| NEW BUSINESS | | | | | | | | | | | | | | | |
| (RP + 1/10TH SP) | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| Investment | | 73.4 | | 44.5 | | 65% | | | | 226.4 | | 196.1 | | 15% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| Pensions | | 48.1 | | 39.7 | | 21% | | | | 169.0 | | 154.3 | | 10% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| Protection | | 1.2 | | 1.4 | | (14%) | | | | 4.7 | | 6.7 | | (30%) | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| Total | | 122.7 | | 85.6 | | 43% | | | | 400.1 | | 357.1 | | 12% | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
| | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+---------+--+---------+---+--------+--+
+---------------------+--+-------+--+-------+---+--------+---+--+--+-------+--+--------+---+--------+--+
| % of total new | | 92% | | 89% | | | | | | 91% | | 85% | | | |
| business | | | | | | | | | | | | | | | |
+---------------------+--+-------+--+-------+---+--------+---+--+--+-------+--+--------+---+--------+--+
-4-
ST. JAMES'S PLACE WEALTH MANAGEMENT
NEW BUSINESS FIGURES TO 31 DECEMBER 2009
Non Manufactured Long Term Savings
* Investment premiums of GBP17.2 million (2008: GBP89.4 million), amounting to
GBP1.7 million (2008: GBP8.9 million) on an APE basis.
* Pension single premiums of GBP119.4 million (2008: GBP123.9 million) and regular
premiums of GBP12.2 million (2008: GBP28.2 million), amounting to GBP24.1
million (2008: GBP40.6 million) on an APE basis.
* Protection business of GBP14.9 million regular premiums (2008: GBP12.4 million).
* Total new business, on an APE basis, of GBP40.7 million (2008: GBP61.9 million).
Funds Under Management
The table below provides an analysis of the movement in funds under management:
+---------------------------------+-----------+-----------+--------------+-----------+
| | Unaudited | Unaudited |
| | Year Ended | Year Ended |
| | 31 December 2009 | 31 December 2008 |
+---------------------------------+-----------------------+--------------------------+
| | | GBP'bn | | GBP'bn |
+---------------------------------+-----------+-----------+--------------+-----------+
| | | | | |
+---------------------------------+-----------+-----------+--------------+-----------+
| Opening funds under management | | 16.3 | | 18.2 |
+---------------------------------+-----------+-----------+--------------+-----------+
| New money invested | | 3.5 | | 3.0 |
+---------------------------------+-----------+-----------+--------------+-----------+
| Net investment return | | 2.8 | | (3.6) |
+---------------------------------+-----------+-----------+--------------+-----------+
| | | 22.6 | | 17.6 |
+---------------------------------+-----------+-----------+--------------+-----------+
| Regular income withdrawals & | | (0.4) | | (0.4) |
| maturities | | | | |
+---------------------------------+-----------+-----------+--------------+-----------+
| Surrenders & part surrenders | | (0.8) | | (0.9) |
+---------------------------------+-----------+-----------+--------------+-----------+
| | | | | |
+---------------------------------+-----------+-----------+--------------+-----------+
| Closing funds under management | | 21.4 | | 16.3 |
+---------------------------------+-----------+-----------+--------------+-----------+
| | | | | |
+---------------------------------+-----------+-----------+--------------+-----------+
| Annualised surrender rate as a | | 4.0% | | 5.2% |
| % of average funds under | | | | |
| management | | | | |
+---------------------------------+-----------+-----------+--------------+-----------+
Capital
There have been no material changes to solvency capital during the final
quarter. The investment policy for non-linked assets remains on a prudent basis,
with no exposure to equity investments: non-linked liabilities are matched by
government backed gilts and bonds, and surplus assets are invested in AAA rated
money market funds. This policy continues to immunise the capital base from
stock market falls and both widening spreads and credit defaults on corporate
bonds.
This information is provided by RNS
The company news service from the London Stock Exchange
END
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