Just Annual Report and Accounts 2021

JUST GROUP PLC Annual Report and Accounts 2021

KEY PERFORMANCE INDICATORS

The Board has adopted the following metrics, which are considered to give an understanding of the Group’s underlying performance drivers. These measures are referred to as key performance indicators (“KPIs”). The Board keeps KPIs under review to ensure they continue to reflect the Group’s priorities and strategic objectives. During 2021 the Group introduced two new KPIs, return on equity and underlying operating profit, and discontinued organic capital generation/(consumption). During 2020 the Group introduced two new KPIs, management expenses and underlying organic capital generation/(consumption), and discontinued in-force operating profit. These changes reflect the Group’s focus on monitoring and controlling its costs and growing capital, and provide a balance of KPIs across capital, sales, expenses, profit and net assets.

3. Improve our capital position Transform how we work Get closer to our customers and partners Generate growth in newmarkets Be proud to work at Just 1. MEASURED AGAINST OUR STRATEGIC PRIORITIES 2. 4. 5.

SEE PAGE 16 FOR OUR STRATEGIC PRIORITIES

1 Alternative performance measure. See glossary on page 186 for definition. 2 These figures allow for a notional recalculation of TMTP as at 31 December 2020. In 2021, the figures include the estimated impact of the biennial reset of the TMTP as at 31 December 2021 and the TMTP has been calculated excluding the contribution from the LTMs that have been sold on 22 February 2022.

RETURN ON EQUITY 1 – 9% Return on equity is adjusted operating profit after attributed tax for the period expressed as a percentage of the average tangible net asset value over the period, where tangible net asset value is IFRS total equity excluding goodwill and other intangibles, net of tax, and excluding equity attributable to Tier 1 noteholders.

UNDERLYING ORGANIC CAPITAL GENERATION/ (CONSUMPTION) 1,2 – £51M Underlying organic capital generation/(consumption) is the net increase/(decrease) in Solvency II excess own funds over the year, generated from on-going business activities, and includes surplus from in-force, net of new business strain, cost overruns and other expenses and debt interest. It excludes economic variances, regulatory adjustments, capital raising or repayment and impact of management actions and other operating items. The Board believes that this measure provides good insight into the on-going capital sustainability of the business.

51

9

2021

2021

2020

2020

18

10 10

2019

(15)

2019

LINK TO STRATEGIC PRIORITIES:

LINK TO STRATEGIC PRIORITIES:

2. 3. 4. 5. 1.

2. 3. 4. 5. 1.

RETIREMENT INCOME SALES 1 – £2,674M Retirement Income sales include DB, GIfL and Care premiums written and are a key measure of the Group’s performance in these core product areas. Retirement Income sales are reconciled to IFRS gross premiums in note 6 to the consolidated financial statements.

NEW BUSINESS OPERATING PROFIT 1 – £225M New business operating profit represents the profit generated from new business written in the year after allowing for the establishment of prudent reserves for future expected annuity payments and maintenance expenses and for acquisition expenses. Acquisition expenses include the commission and trading costs, plus overhead costs, associated with writing new business. New business operating profit is reconciled to IFRS profit before tax in the Business Review.

225

2021

2,674

2021

2020

2020

2,145

199

182

2019

2019

1,918

LINK TO STRATEGIC PRIORITIES:

LINK TO STRATEGIC PRIORITIES:

2. 3. 4. 5. 1.

2. 3. 4. 5. 1.

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