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Bondholder Information
Disclaimer – Important
Utmost Group plc Bonds
Utmost Group has two outstanding bonds in issue. Details on the bonds, the coupon, and the redemption
dates are below.
Tier 2
| Instrument | Nominal | Coupon | Issue Date | Redemption | Fitch Rating | ISIN | Offering Memorandum | Investor Presentation |
|---|---|---|---|---|---|---|---|---|
| Subordinated Tier 2 Notes | £400m | 4% | 15 Sep 2021 | 15 Dec 2031 | BBB | XS2384717703 / 238471770 | View document | Click here to view the accompanying investor presentation |
Restricted Tier 1
| Instrument | Nominal | Coupon | Issue Date | Redemption | Earliest date the bond can be redeemed at the option of the issuer | Fitch Rating | ISIN | Offering Memorandum | Investor Presentation |
|---|---|---|---|---|---|---|---|---|---|
| Restricted Tier 1 Notes | £300m | 6.125% | 20 Jan 2022 | Perpetual | 15 December 2028 | BBB | XS2434427709 / 243442770 | View document | Click here to view the accompanying investor presentation |
2026 marks ten years of Utmost. Over this time the business, supported by our owners, has grown from UK startup to a leading global provider of insurance-based wealth solutions with assets under administration of over £116bn at FY 2025.
As we look to fulfil our growth ambitions over the next decade, the Company and its shareholders are considering a number of strategic options, both public and private, to maximise the long-term potential of Utmost.