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3rd Quarter Results

29th Oct 2021 07:01

RNS Number : 6502Q
Natwest Markets PLC
29 October 2021
 

 

 

 

 

 

 

 

 

 

 

NatWest Markets Group

Q3 2021

Interim Management Statement

 

 

 

 

 

 

 

 

 

 

 

 

 

ci.natwest.com

 

 

 

NatWest Markets Group (NWM Group)

Results for Q3 2021

 

Growing a more sustainable business

We have supported customers in navigating challenging market conditions and continued to deliver an integrated customer proposition across NatWest Group. We have maintained a focus on product innovation, investing in our people, and on growing our expertise in areas that matter most to our customers. However, the ongoing re-shaping of the Fixed Income business continued to impact our results. Our strong performance in Climate and Sustainable Funding and Financing has continued, and as at the end of Q3 we had delivered £6.9 billion year to date (full year 2020: £7.2 billion), including £0.5 billion in Q3 2021 which will contribute towards the new NatWest Group target of £100 billion between 1 July 2021 and the end of 2025.

 

Financial review

NWM Group reported a loss of £164 million for Q3 2021, compared with a loss of £58 million in Q2 2021 and a profit of £35 million in Q3 2020. Total income decreased to £92 million in Q3 2021, reflecting continued weakness in Fixed Income which was impacted by the re-shaping of the business. Operating expenses increased to £297 million, largely due to the litigation and conduct costs credit recognised in the prior quarter which reflected progress in closing legacy matters.

 

Financial performance

Total income was £92 million in Q3 2021, compared with £108 million in Q2 2021 and £275 million in Q3 2020. Income excluding asset disposals/strategic risk reduction and own credit adjustments decreased to £102 million in Q3 2021, from £145 million in Q2 2021 and £321 million in Q3 2020, driven by continued weakness in Fixed Income which was impacted by the re-shaping of the business.

Operating expenses of £297 million in Q3 2021 were up £89 million from £208 million in Q2 2021, largely due to the litigation and conduct costs credit recognised in the prior quarter which reflected progress in closing legacy matters, and up £33 million from £264 million in Q3 2020, largely due to higher strategic costs and litigation and conduct costs in the current quarter. Operating expenses for the nine months ended 30 September 2021, excluding strategic costs and litigation and conduct costs, of £669 million were down £138 million compared with the prior year, primarily reflecting ongoing progress on underlying cost reductions.

NWM Group's total assets and liabilities decreased by £60.4 billion and £59.1 billion to £212.7 billion and £204.7 billion respectively at 30 September 2021, compared with 31 December 2020. The decreases primarily reflect lower derivative fair values, largely driven by increases in interest rates across major currencies.

On 28 October 2021, the NWM Plc Board approved an interim dividend of £250 million, to be declared and payable to NatWest Group plc on 29 October 2021. There has been no adjustment to the Q3 2021 condensed consolidated financial statements, however a £250 million foreseeable dividend deduction has been applied to the Q3 2021 regulatory capital position.

 

Capital and leverage

Total NWM Plc RWAs were £23.4 billion at 30 September 2021, compared with £24.6 billion at 30 June 2021 and £25.6 billion at 31 December 2020. Following the announcement of GBP LIBOR cessation in March 2021, market risk RWAs had become elevated by £2.5 billion at 30 June 2021 as a result of including modelled GBP LIBOR basis risk post 4 January 2022. Regulatory approval was obtained in July 2021 to update the VAR model which removed this impact in Q3 2021, contributing to the decrease compared to 30 June 2021. The decrease in market risk RWAs for the quarter was partially offset by an increase in credit risk RWAs, driven by new syndication deals. The year-to-date decrease in RWAs reflects lower levels of counterparty credit, market and operational risk.

NWM Plc's Common Equity Tier 1 (CET1) ratio was 19.4% at 30 September 2021, compared with 20.2% at 30 June 2021 and 21.7% at 31 December 2020. The decrease in the year reflected the impact of dividends paid to NatWest Group plc and other reserve movements, partially offset by the reduction in RWAs.

Total MREL for NWM Plc at 30 September 2021 was £10.2 billion, or 43.5% of RWAs, down from £12.7 billion or 49.6% of RWAs at 31 December 2020. The reduction in the year was largely due to the redemption of a $1.5 billion internal instrument issued to NatWest Group plc and the reduction in CET1 capital.

 

Liquidity and funding

NWM Plc's liquidity portfolio at 30 September 2021 was £16.2 billion with an LCR of 241% (31 December 2020 - £19.4 billion with LCR 268%).

NWM Plc issued £3.4 billion of term senior unsecured debt securities in the nine months ended 30 September 2021, including two benchmark transactions under the US MTN programme amounting to $2.55 billion of notes, a benchmark transaction under the EMTN programme of €1.25 billion of notes, and other private placements.

 

Outlook (1)

We retain the outlook guidance provided in the 2021 Interim Results document except we no longer expect to achieve the majority of the remaining RWA reduction towards the medium term target this year.

 

 

 

 

(1) The targets, expectations and trends discussed in this section represent management's current expectations and are subject to change, including as a result of the factors described in the Risk Factors section on pages 156 to 172 of the NatWest Markets Plc 2020 Annual Report and Accounts, and the Summary Risk Factors set out on pages 48 and 49 of the NatWest Markets Plc 2021 Interim Results. These statements constitute forward-looking statements. Refer to Forward-looking statements in this announcement.

Financial review

The segmental analysis of key income statement lines for the nine months ended 30 September 2021 is set out below. Commentary refers to the tables below as well as the consolidated income statement shown on page 7.

 

 

 

Nine months ended

 

30 September 2021

 

30 September 2020

 

 

Central

 

 

 

Central

 

 

NatWest

items &

 

 

NatWest

items &

 

 

Markets

other

Total

 

Markets

other

Total

Income statement

£m

£m

£m

 

£m

£m

£m

Net interest income

(5)

-

(5)

 

(59)

2

(57)

Non-interest income

390

3

393

 

1,104

37

1,141

Total income

385

3

388

 

1,045

39

1,084

Strategic costs

(141)

(8)

(149)

 

(164)

20

(144)

Litigation and conduct costs

-

41

41

 

(4)

(123)

(127)

Other operating expenses 

(669)

-

(669)

 

(834)

27

(807)

Operating expenses

(810)

33

(777)

 

(1,002)

(76)

(1,078)

Operating (loss)/profit before impairments

(425)

36

(389)

 

43

(37)

6

Impairment releases/(losses)

19

-

19

 

(38)

(4)

(42)

Operating (loss)/profit before tax

(406)

36

(370)

 

5

(41)

(36)

Tax credit/(charge)

 

 

87

 

 

 

(58)

Loss for the period

 

 

(283)

 

 

 

(94)

 

 

 

 

 

 

 

 

Income

 

 

 

 

 

 

 

Fixed Income (1,2,3,4)

5

-

5

 

528

-

528

Currencies (1,3)

306

-

306

 

462

-

462

Capital Markets (1,2,3)

256

-

256

 

294

-

294

Capital Management Unit & other (1,4,5)

20

3

23

 

(43)

39

(4)

Income excluding Revenue share, Asset disposals and OCA

587

3

590

 

1,241

39

1,280

Revenue share paid to other NatWest Group segments

(153)

-

(153)

 

(140)

-

(140)

Income excluding Asset disposals and OCA

434

3

437

 

1,101

39

1,140

Asset disposals/Strategic risk reduction (6)

(52)

-

(52)

 

(75)

-

(75)

Own credit adjustments (OCA)

3

-

3

 

19

-

19

Total income

385

3

388

 

1,045

39

1,084

 

(1) Income of £(42) million, £(8) million and £(14) million reported within Fixed Income, Currencies and Capital Markets respectively at 30 September 2020 relates to business that was subsequently transferred to Capital Management Unit during 2020.

(2) Income of £33 million reported within Capital Markets at 30 September 2020 relates to business that was subsequently transferred to Fixed Income during 2020.

(3) Income of £59 million and £8 million reported within Fixed Income at 30 September 2020 relates to business that was subsequently transferred to Currencies and Capital Markets respectively during 2020.

(4) Fixed Income includes income of £(7) million (30 September 2020: £48 million) relating to miscellaneous balances that from Q2 2021 have been included in Capital Management Unit & other.

(5) Capital Management Unit was set up in Q3 2020 to manage the capital usage and optimisation across all parts of NatWest Markets. The income shown here relates to legacy assets and other miscellaneous balances. Other relates to income booked to the Central items & other operating segment.

(6) Asset disposals/Strategic risk reduction relates to the costs of exiting positions, which includes changes in carrying value to align to the expected exit valuation, and the impact of risk reduction transactions entered into, in respect of the strategic announcements of 14 February 2020.

 

 

Net interest income of £5 million net interest expense for the nine months ended 30 September 2021 decreased by £52 million compared with £57 million net interest expense in the comparative period, reflecting reduced funding costs for the business driven by the ongoing repayment of legacy debt during the period.

Non-interest income of £393 million decreased by £748 million compared with £1,141 million in the nine months ended 30 September 2020, reflecting increased customer activity in the comparative period in response to the COVID-19 pandemic, in addition to weaker performance in Fixed Income which was impacted by the re-shaping of the business.

Operating expenses were £777 million for the nine months ended 30 September 2021, a decrease of £301 million compared with £1,078 million in the comparative period. Litigation and conduct costs of £41 million credit reflects continued progress in closing legacy matters during the period and were £168 million lower than £127 million in the nine months ended 30 September 2020. Strategic costs were £149 million for the period, compared with £144 million in the nine months ended 30 September 2020, as work continued on the refocusing of NWM Group. Other operating expenses decreased to £669 million from £807 million in the comparative period, primarily reflecting ongoing progress on underlying cost reductions.

Impairment releases were £19 million for the nine months ended 30 September 2021, largely driven by credit improvements in the period and releases on individual IFRS 9 Stage 2 and Stage 3 exposures, compared with a charge of £42 million in the comparative period when ECL provisions increased at the onset of the COVID-19 pandemic.

NatWest Markets operating loss before tax was £406 million compared with a profit of £5 million for the nine months ended 30 September 2020. Income excluding asset disposals and own credit adjustments of £434 million was £667 million lower than in the comparative period, reflecting increased customer activity in the comparative period as the market reacted to COVID-19, in addition to weaker performance in Fixed Income which was impacted by the re-shaping of the business. Operating expenses of £810 million were £192 million lower compared with £1,002 million in the nine months ended 30 September 2020, largely driven by a decrease in other operating expenses reflecting continued progress on underlying cost reductions.

Central items & other operating profit before tax was £36 million, compared with a £41 million operating loss for the nine months ended 30 September 2020. Litigation and conduct costs of £41 million credit in the current period reflects continued progress in closing legacy matters, and were £164 million lower than in the nine months ended 30 September 2020.

 

 

Financial review

The segmental analysis of key income statement lines for the quarter ended 30 September 2021 is set out below. Commentary refers to the tables below as well as the consolidated income statement shown on page 7.

 

 

Q3 2021

 

Q2 2021

 

Q3 2020

 

 

Central

 

 

 

Central

 

 

 

Central

 

 

NatWest

items &

 

 

NatWest

items &

 

 

NatWest

items &

 

 

Markets

other

Total

 

Markets

other

Total

 

Markets

other

Total

Income statement

£m

£m

£m

 

£m

£m

£m

 

£m

£m

£m

Net interest income

(1)

-

(1)

 

3

-

3

 

(20)

2

(18)

Non-interest income

96

(3)

93

 

99

6

105

 

256

37

293

Total income

95

(3)

92

 

102

6

108

 

236

39

275

Strategic costs

(52)

(2)

(54)

 

(59)

(4)

(63)

 

(59)

27

(32)

Litigation and conduct costs

(2)

(25)

(27)

 

2

79

81

 

(2)

(12)

(14)

Other operating expenses 

(214)

(2)

(216)

 

(226)

-

(226)

 

(224)

6

(218)

Operating expenses

(268)

(29)

(297)

 

(283)

75

(208)

 

(285)

21

(264)

Operating (loss)/profit before impairments

(173)

(32)

(205)

 

(181)

81

(100)

 

(49)

60

11

Impairment releases

3

-

3

 

10

-

10

 

2

1

3

Operating (loss)/profit before tax

(170)

(32)

(202)

 

(171)

81

(90)

 

(47)

61

14

Tax credit

 

 

38

 

 

 

32

 

 

 

21

(Loss)/profit for the period

 

 

(164)

 

 

 

(58)

 

 

 

35

 

 

 

 

 

 

 

 

 

 

 

 

Income

 

 

 

 

 

 

 

 

 

 

 

Fixed Income (1,2,3)

(38)

-

(38)

 

5

-

5

 

125

-

125

Currencies (2)

101

-

101

 

87

-

87

 

126

-

126

Capital Markets (2)

90

-

90

 

92

-

92

 

75

-

75

Capital Management Unit & other (1,3,4)

7

(3)

4

 

5

6

11

 

1

39

40

Income excluding Revenue share, Asset disposals and OCA

160

(3)

157

 

189

6

195

 

327

39

366

Revenue share paid to other NatWest Group segments

(55)

-

(55)

 

(50)

-

(50)

 

(45)

-

(45)

Income excluding Asset disposals and OCA

105

(3)

102

 

139

6

145

 

282

39

321

Asset disposals/Strategic risk reduction (5)

(12)

-

(12)

 

(36)

-

(36)

 

(12)

-

(12)

Own credit adjustments (OCA) 

2

-

2

 

(1)

-

(1)

 

(34)

-

(34)

Total income

95

(3)

92

 

102

6

108

 

236

39

275

 

 

(1) Income of £(2) million reported within Fixed Income at Q3 2020 relates to business that was subsequently transferred to Capital Management Unit during 2020.

(2) Income of £12 million and £3 million reported within Fixed Income at Q3 2020 relates to business that was subsequently transferred to Currencies and Capital Markets respectively during 2020.

(3) Fixed Income for Q3 2020 includes income of £39 million relating to miscellaneous balances that from Q2 2021 have been included in Capital Management Unit & other.

(4) Capital Management Unit was set up in Q3 2020 to manage capital usage and optimisation across all parts of NatWest Markets. The income shown here relates to legacy assets and other miscellaneous balances. Other relates to income booked to the Central items & other operating segment.

(5) Asset disposals/Strategic risk reduction relates to the costs of exiting positions, which includes changes in carrying value to align to the expected exit valuation, and the impact of risk reduction transactions entered into, in respect of the strategic announcements of 14 February 2020.

 

 

Net interest income was a net expense of £1 million in Q3 2021 compared with net income of £3 million in Q2 2021 and net expense of £18 million in Q3 2020.

Non-interest income of £93 million decreased by £12 million compared with £105 million in Q2 2021, reflecting continued weak performance in Fixed Income which was impacted by the re-shaping of the business, and by £200 million compared with £293 million in Q3 2020.

Operating expenses were £297 million in Q3 2021, compared with £208 million in Q2 2021 and £264 million in Q3 2020. Strategic costs were £54 million in Q3 2021, compared with £63 million in Q2 2021 and £32 million in Q3 2020, as work continued on the refocusing of NWM Group. Litigation and conduct costs were £27 million in Q3 2021, up £108 million from the £81 million credit recognised in Q2 2021 which reflected continued progress in closing legacy matters, and up £13 million from £14 million in Q3 2020. Other operating expenses reduced to £216 million in Q3 2021 from £226 million in Q2 2021 and £218 million in Q3 2020, reflecting ongoing progress on underlying cost reductions.

NatWest Markets operating loss before tax was £170 million in Q3 2021, compared with £171 million in Q2 2021 and £47 million in Q3 2020. Income excluding asset disposals and own credit adjustments of £105 million was down compared with £139 million in Q2 2021 and £282 million in Q3 2020, reflecting continued weak performance in Fixed Income which was impacted by the re-shaping of the business. Operating expenses of £268 million in Q3 2021 were lower than £283 million in Q2 2021 and £285 million in Q3 2020, largely due to lower other operating expenses, reflecting ongoing progress on underlying cost reductions.

Central items & other operating loss before tax was £32 million, compared with a profit of £81 million in Q2 2021 which was largely driven by litigation and conduct costs credit reflecting ongoing progress in closing legacy matters, and a profit of £61 million in Q3 2020 which included income relating to the transfer of a service subsidiary to NatWest Holdings Limited and various expense credits.

 

 

Financial review

Balance sheet profile as at 30 September 2021

NWM Group's balance sheet profile is summarised below. Commentary refers to the table below as well as the consolidated balance sheet on page 8.

 

Assets

 

Liabilities

 

30 September

31 December

 

30 September

31 December

 

 

 

2021

2020

 

2021

2020

 

 

 

£bn

£bn

 

£bn

£bn

 

 

Cash and balances at central banks

15.7

15.8

 

 

 

 

 

Securities 

29.9

29.2

 

29.1

26.8

 

Short positions 

Reverse repos (1)

23.1

19.4

 

21.5

19.0

 

Repos (2)

Derivative cash collateral given (3)

12.1

18.5

 

17.6

23.2

 

Derivative cash collateral received (4)

Other trading assets

1.2

1.6

 

2.5

3.3

 

Other trading liabilities 

Total trading assets

66.3

68.7

 

70.7

72.3

 

Total trading liabilities 

Loans - amortised cost

9.0

9.4

 

4.4

4.4

 

Deposits - amortised cost 

Settlement balances 

8.1

2.3

 

7.8

2.2

 

Settlement balances 

Amounts due from holding company

 

 

 

 

 

 

Amounts due to holding company

and fellow subsidiaries

1.6

1.6

 

6.1

8.1

 

and fellow subsidiaries

Other financial assets 

8.2

9.0

 

18.0

18.2

 

Other financial liabilities

Other assets 

0.8

0.7

 

1.0

1.3

 

Other liabilities 

Funded assets 

109.7

107.5

 

108.0

106.5

 

Liabilities excluding derivatives 

Derivative assets 

103.0

165.6

 

96.7

157.3

 

Derivative liabilities 

Total assets 

212.7

273.1

 

204.7

263.8

 

Total liabilities 

 

 

 

 

 

 

 

of which:

 

 

 

 

20.1

20.6

 

wholesale funding (5)

 

 

 

 

9.1

9.5

 

short-term wholesale funding (5)

 

(1)

Comprises bank reverse repos of £3.7 billion (31 December 2020 - £2.2 billion) and customer reverse repos of £19.4 billion (31 December 2020 - £17.2 billion).

(2)

Comprises bank repos of £1.5 billion (31 December 2020 - £1.0 billion) and customer repos of £20.0 billion (31 December 2020 - £18.0 billion).

(3)

Comprises derivative cash collateral given relating to banks of £4.8 billion (31 December 2020 - £7.5 billion) and customers of £7.3 billion (31 December 2020 - £11.0 billion).

(4)

Comprises derivative cash collateral received relating to banks of £8.1 billion (31 December 2020 - £11.8 billion) and customers of £9.5 billion (31 December 2020 - £11.4 billion).

(5)

Predominantly comprises bank deposits (excluding repos), debt securities in issue and third party subordinated liabilities.

 

Total assets and liabilities decreased by £60.4 billion and £59.1 billion to £212.7 billion and £204.7 billion respectively at 30 September 2021, compared with £273.1 billion and £263.8 billion at 31 December 2020. The decreases primarily reflect lower derivative fair values, largely driven by increases in interest rates across major currencies. Funded assets, which exclude derivatives, increased by £2.2 billion to £109.7 billion.

Trading assets were down by £2.4 billion to £66.3 billion at 30 September 2021, with a decrease in derivative cash collateral posted partially offset by increases in securities and reverse repos driven by customer flows and the management of balance sheet within limits. Trading liabilities decreased by £1.6 billion to £70.7 billion, with a decrease in derivative cash collateral received partially offset by increases in short positions and repos.

Derivative assets and derivative liabilities were down £62.6 billion to £103.0 billion and £60.6 billion to £96.7 billion respectively at 30 September 2021, largely driven by increases in interest rates across major currencies since year end 2020.

Settlement balance assets and liabilities were up £5.8 billion and £5.6 billion to £8.1 billion and £7.8 billion respectively, due to increased trading compared with the seasonally lower levels of customer activity leading up to 31 December 2020.

Loans to customers - amortised cost were down £1.3 billion to £7.1 billion, largely reflecting liquidity management actions.

Other financial liabilities decreased by £0.2 billion to £18.0 billion (31 December 2020 - £18.2 billion), as new issuance was offset by maturities in the period. The balance at 30 September 2021 includes £11.7 billion of medium-term notes issued.

Owners' equity was down £1.4 billion to £8.0 billion (31 December 2020 - £9.4 billion), driven by interim dividend payments to NatWest Group plc totalling £0.8 billion, and other reserve movements in the period.

 

 

 

Capital, liquidity and funding risk

Capital, RWAs and leverage

Capital resources, RWAs and leverage based on the PRA transitional arrangements for NWM Plc are set out below. Regulatory

capital is monitored and reported at legal entity level for large subsidiaries of NatWest Group. 

 

 

30 September

30 June

31 December

 

2021

2021

2020

Capital adequacy ratios

%

%

%

CET1

19.4

20.2

21.7

Tier 1

22.3

23.9

25.2

Total

27.6

28.9

30.3

Total MREL

43.5

43.8

49.6

 

 

 

 

Capital (1)

£m

£m

£m

CET1 (2)

4,553

4,969

5,547

Tier 1

5,231

5,864

6,433

Total

6,463

7,100

7,753

Total MREL (3)

10,191

10,771

12,679

 

 

 

 

Risk-weighted assets

 

 

 

Credit risk

7,111

5,941

6,902

Counterparty credit risk

7,395

7,424

8,130

Market risk

6,919

9,197

8,150

Operational risk

2,020

2,020

2,382

Total RWAs

23,445

24,582

25,564

 

 

 

 

Leverage (4)

 

 

 

CRR leverage exposure (£m)

122,124

124,600

123,927

Tier 1 capital (£m)

5,231

5,864

6,433

CRR leverage ratio (%)

4.3

4.7

5.2

 

 

Liquidity and funding

 

30 September

30 June

31 December

 

2021

2021

2020

Liquidity coverage ratio (LCR) (%)

241

227

268

Liquidity portfolio (£bn)

16.2

17.7

19.4

Total wholesale funding (£bn) (5)

20.1

20.7

20.6

Total funding including repo (£bn)

70.0

71.6

75.9

 

(1) CRR end-point for UK banks set by the PRA is 10.5% minimum total capital ratio, with a minimum CET1 ratio of 7.0%.

(2) CET1 includes £250 million foreseeable ordinary dividend deduction.

(3) Includes senior internal debt instruments issued to NatWest Group plc with a regulatory value of £3.8 billion (30 June 2021 - £3.7 billion, 31 December 2020 - £4.9 billion).

(4) Leverage exposure is broadly aligned to the accounting value of on and off-balance sheet exposures albeit subject to specific adjustments for derivatives, securities financing positions and off-balance sheet exposures.

(5) Predominantly comprises bank deposits (excluding repos), debt securities in issue and third party subordinated liabilities.

 

 

Condensed consolidated income statement for the period ended 30 September 2021 (unaudited)

 

 

Nine months ended

 

Quarter ended

 

30 September

30 September

 

30 September

30 June

30 September

 

2021

2020

 

2021

2021

2020

 

£m

£m

 

£m

£m

£m

Interest receivable

258

428

 

79

81

152

Interest payable 

(263)

(485)

 

(80)

(78)

(170)

Net interest income 

(5)

(57)

 

(1)

3

(18)

Fees and commissions receivable 

194

411

 

48

69

134

Fees and commissions payable

(81)

(348)

 

(19)

(26)

(146)

Income from trading activities

300

1,026

 

74

53

250

Other operating income 

(20)

52

 

(10)

9

55

Non-interest income

393

1,141

 

93

105

293

Total income

388

1,084

 

92

108

275

Staff costs

(370)

(519)

 

(118)

(118)

(142)

Premises and equipment

(59)

(88)

 

(22)

(18)

(13)

Other administrative expenses

(333)

(454)

 

(152)

(67)

(106)

Depreciation and amortisation

(15)

(17)

 

(5)

(5)

(3)

Operating expenses

(777)

(1,078)

 

(297)

(208)

(264)

(Loss)/profit before impairment releases/(losses)

(389)

6

 

(205)

(100)

11

Impairment releases/(losses)

19

(42)

 

3

10

3

Operating (loss)/profit before tax

(370)

(36)

 

(202)

(90)

14

Tax credit/(charge)

87

(58)

 

38

32

21

(Loss)/profit for the period

(283)

(94)

 

(164)

(58)

35

 

 

 

 

 

 

 

Attributable to:

 

 

 

 

 

 

Ordinary shareholders 

(369)

(79)

 

(180)

(112)

17

Paid-in equity holders

47

51

 

16

15

17

Non-controlling interests 

39

(66)

 

-

39

1

 

(283)

(94)

 

(164)

(58)

35

 

 

 

 

Condensed consolidated statement of comprehensive income for the period ended 30 September 2021 (unaudited)

 

 

Nine months ended

 

Quarter ended

 

30 September

30 September

 

30 September

30 June

30 September

 

2021

2020

 

2021

2021

2020

 

£m

£m

 

£m

£m

£m

(Loss)/profit for the period

(283)

(94)

 

(164)

(58)

35

Items that do not qualify for reclassification

 

 

 

 

 

 

Remeasurement of retirement benefit schemes

-

(3)

 

1

-

-

Changes in fair value of credit in financial liabilities 

 

 

 

 

 

 

designated at fair value through profit or loss (FVTPL) 

 

 

 

 

 

 

due to own credit risk

(29)

20

 

(4)

(18)

(63)

Fair value through other comprehensive income (FVOCI) 

 

 

 

 

 

 

financial assets

(2)

(152)

 

(1)

(4)

24

Tax

5

17

 

1

5

14

 

(26)

(118)

 

(3)

(17)

(25)

Items that do qualify for reclassification

 

 

 

 

 

 

FVOCI financial assets 

(3)

(7)

 

5

(8)

11

Cash flow hedges

(157)

132

 

(54)

(13)

(22)

Currency translation

(93)

174

 

19

26

(84)

Tax

21

(38)

 

14

(16)

4

 

(232)

261

 

(16)

(11)

(91)

Other comprehensive (loss)/income after tax

(258)

143

 

(19)

(28)

(116)

Total comprehensive (loss)/income for the period

(541)

49

 

(183)

(86)

(81)

 

 

 

 

 

 

 

Attributable to:

 

 

 

 

 

 

Ordinary shareholders

(631)

49

 

(199)

(144)

(100)

Paid-in equity holders

47

51

 

16

15

17

Non-controlling interests

43

(51)

 

-

43

2

 

(541)

49

 

(183)

(86)

(81)

 

 

 

Condensed consolidated balance sheet as at 30 September 2021 (unaudited)

 

 

 

 

30 September

31 December

 

2021

2020

 

£m 

£m 

Assets

 

 

Cash and balances at central banks

15,743

15,771

Trading assets

66,299

68,689

Derivatives

103,026

165,619

Settlement balances

8,138

2,296

Loans to banks - amortised cost

1,877

1,003

Loans to customers - amortised cost

7,074

8,444

Amounts due from holding company and fellow subsidiaries

1,585

1,587

Other financial assets

8,150

9,041

Other assets

769

688

Total assets

212,661

273,138

 

 

 

Liabilities

 

 

Bank deposits 

2,156

1,808

Customer deposits

2,214

2,618

Amounts due to holding company and fellow subsidiaries

6,120

8,134

Settlement balances

7,792

2,248

Trading liabilities

70,696

72,252

Derivatives

96,651

157,332

Other financial liabilities

18,042

18,170

Other liabilities

1,042

1,234

Total liabilities

204,713

263,796

 

 

 

Equity

 

 

Owners' equity

7,951

9,388

Non-controlling interests

(3)

(46)

Total equity

7,948

9,342

Total liabilities and equity

212,661

273,138

 

 

 

Condensed consolidated statement of changes in equity for the period ended 30 September 2021 (unaudited)

 

 

Share 

 

 

 

 

 

 

 

capital and

 

 

 

Total

Non

 

 

share

Paid-in

Retained

Other

owners'

controlling

Total 

 

premium

equity

earnings

reserves*

equity

 interests

equity

 

£m

£m

£m

£m

£m

£m

£m

At 1 January 2021

2,159

904

5,969

356

9,388

(46)

9,342

(Loss)/profit attributable to ordinary 

 

 

 

 

 

 

 

shareholders and paid-in equity holders

-

-

(322)

-

(322)

39

(283)

Other comprehensive income

 

 

 

 

 

 

 

- Changes in fair value of credit in financial 

 

 

 

 

 

 

 

liabilities designated at FVTPL due

 

 

 

 

 

 

 

to own credit risk

-

-

(29)

-

(29)

-

(29)

- Unrealised (losses)/gains: FVOCI and 

 

 

 

 

 

 

 

equity shares

-

-

-

(6)

(6)

4

(2)

- Unrealised losses: cash flow hedges

-

-

-

(162)

(162)

-

(162)

- Foreign exchange reserve movement

-

-

-

(97)

(97)

-

(97)

- Amounts transferred from equity to

 

 

 

 

 

 

 

earnings

-

-

-

6

6

-

6

- Tax

-

-

5

21

26

-

26

Ordinary share dividends paid

-

-

(750)

-

(750)

-

(750)

Preference share and paid-in equity

 

 

 

 

 

 

 

dividends paid

-

-

(47)

-

(47)

 

(47)

Redemption of preference shares

187

-

(188)

-

(1)

-

(1)

Share-based payments

-

-

(55)

-

(55)

-

(55)

At 30 September 2021

2,346

904

4,583

118

7,951

(3)

7,948

 

 

 

 

 

 

 

 

 

 

 

 

 

 

30 September

 

 

 

 

 

 

 

2021

Attributable to:

 

 

 

 

£m

Ordinary shareholders

 

 

 

 

 

 

7,047

Paid-in equity holders

 

 

 

 

 

 

904

Non-controlling interests

 

 

 

 

 

 

(3)

 

 

 

 

 

 

 

7,948

*Other reserves consist of:

 

 

 

 

 

 

FVOCI reserve

 

 

 

 

 

29

Cash flow hedging reserve

 

 

 

 

 

 

71

Foreign exchange reserve

 

 

 

 

 

 

18

 

 

 

 

 

 

 

118

 

 

 

Notes

1. Basis of preparation

The condensed consolidated financial statements should be read in conjunction with NatWest Markets Plc 2020 Annual Report and Accounts which were prepared in accordance with International Accounting Standards in conformity with the requirements of the Companies Act 2006.

 

Going concern

Having reviewed NWM Group's forecasts, projections, the potential impact of COVID-19 and other relevant evidence, the directors have a reasonable expectation that NWM Group will continue in operational existence for a period of not less than twelve months. Accordingly, the results for the period ended 30 September 2021 have been prepared on a going concern basis.

 

2. Accounting policies

NWM Group's principal accounting policies are as set out on pages 93 to 97 of the NatWest Markets Plc 2020 Annual Report and Accounts. Changes to accounting policies from 1 January 2021 had no material effect on NatWest Markets

Plc accounts.

 

Critical accounting policies and key sources of estimation uncertainty

The judgements and assumptions that are considered to be the most important to the portrayal of NWM Group's financial condition are those relating to deferred tax, fair value of financial instruments, loan impairment provisions and provisions for liabilities and charges. These critical accounting policies and judgements are referenced on pages 96 and 97 of the NatWest Markets Plc 2020 Annual Report and Accounts. Estimation uncertainty has been affected by the COVID-19 pandemic. Management's consideration of this source of uncertainty is outlined in the relevant sections of NatWest Markets Plc 2020 Annual Report and Accounts, including the ECL estimate for the period in the Risk and capital management section contained in the NatWest Markets Plc 2020 Annual Report and Accounts.

 

It was announced in the UK Government's Budget on 27 October 2021 that the UK banking surcharge will decrease from 8% to 3% from 1 April 2023. This change is expected to be enacted in 2022. The resulting change to the net deferred tax liability position in NatWest Markets is not expected to be material.

 

Information used for significant estimates

The COVID-19 pandemic has continued to cause significant economic and social disruption. Key financial estimates are based

on a range of anticipated future economic conditions described by internally developed scenarios. Measurement of valuation reserves and expected credit losses are highly sensitive to reasonably possible changes in those anticipated conditions. Other reasonably possible assumptions about the future include a prolonged financial effect of the COVID-19 pandemic on the economy of the UK and other countries. Changes in judgements and assumptions could result in a material adjustment to those estimates in the next reporting periods, refer to the NatWest Markets Plc Risk factors in the 2020 Annual Report and Accounts.

 

Notes

3. Trading assets and liabilities

Trading assets and liabilities comprise assets and liabilities held at fair value in trading portfolios.

 

30 September

31 December

 

2021

2020

Assets

£m

£m

Loans

 

 

- Reverse repos

23,070

19,404

- Collateral given

12,053

18,459

- Other loans

1,248

1,611

Total loans

36,371

39,474

Securities

 

 

Central and local government

 

 

- UK

5,135

4,184

- US

2,544

5,149

- Other

18,244

16,436

Financial institutions and Corporate

4,005

3,446

Total securities

29,928

29,215

Total

66,299

68,689

 

 

 

Liabilities

 

 

Deposits

 

 

- Repos

21,538

19,036

- Collateral received 

17,582

23,226

- Other deposits

1,493

1,803

Total deposits

40,613

44,065

Debt securities in issue

1,007

1,408

Short positions

29,076

26,779

Total

70,696

72,252

 

4. Other financial liabilities

 

30 September

31 December

 

2021

2020

 

£m

£m

Customer deposits - designated as at fair value through profit or loss

728 

796 

Debt securities in issue

 

 

 - designated as at fair value through profit or loss

1,056 

1,607 

 - amortised cost

15,197 

14,662 

Subordinated liabilities

 

 

 - designated as at fair value through profit or loss

747 

793 

 - amortised cost

314 

312 

Total

18,042 

18,170 

 

 

 

Notes

5. Amounts due to holding company and fellow subsidiaries

 

30 September

31 December

 

2021

2020

Liabilities

£m

£m

Bank deposits - amortised cost

129 

145 

Customer deposits - amortised cost

79 

144 

Trading liabilities

387 

636 

Other financial liabilities - subordinated liabilities

1,476 

1,753 

MREL instruments issued to NatWest Group plc

3,890 

5,181 

Other liabilities

159 

275 

Total

6,120 

8,134 

 

6. Litigation and regulatory matters

NatWest Markets Plc's Interim Results 2021, issued on 30 July 2021, included disclosures about NWM Group's litigation and regulatory matters in Note 12. Set out below are the material developments in those matters since publication of the Interim Results 2021.

 

Litigation

Residential mortgage-backed securities (RMBS) litigation in the US

The State of New Mexico, on behalf of certain state agencies, has been pursuing claims in New Mexico state court against NatWest Markets Securities Inc. (NWMSI) concerning certain historical RMBS offerings that allegedly involved materially false or misleading statements and/or omissions regarding the underwriting standards pursuant to which the mortgage loans underlying the RMBS were issued. NWMSI has reached an agreement in principle to settle this matter for an amount that is covered by an existing provision.

 

London Interbank Offered Rate (LIBOR) and other rates litigation

On 30 September 2021, the United States District Court for the Southern District of New York dismissed all claims against NWM Plc and other NatWest Group companies in the class action alleging that manipulation of JPY LIBOR and Euroyen TIBOR impacted the price of derivatives allegedly tied to those rates, finding a lack of antitrust standing and personal jurisdiction. The dismissal may be the subject of a future appeal.

 

Madoff

NatWest Markets N.V. (NWM N.V.) is a defendant in two actions filed by the trustee for the bankruptcy estates of Bernard L. Madoff and Bernard L. Madoff Investment Securities LLC, in bankruptcy court in New York, which together seek to clawback more than US$298 million in redemptions that NWM N.V. allegedly received from certain Madoff feeder funds and certain swap counterparties. In these and similar cases pending against other defendants, the bankruptcy court previously held that, in order to proceed to discovery and pursue its claims, the trustee had to allege that a defendant lacked "good faith" when it received the funds in question. In August 2021, the United States Court of Appeals for the Second Circuit, in similar cases against other defendants, reversed the bankruptcy court's ruling on this question, holding instead that if a defendant wishes to rely on "good faith" arguments, it is a matter for the defendant to prove in their defence. The trustee's actions against NWM N.V. will proceed in light of the appellate court's ruling.

 

Odd lot corporate bond trading antitrust litigation

On 25 October 2021, the United States District Court for the Southern District of New York granted, on several grounds, defendants' motion to dismiss the class action complaint alleging that from August 2006 onwards various securities dealers, including NWMSI, conspired artificially to widen spreads for odd lots of corporate bonds bought or sold in the United States secondary market and to boycott electronic trading platforms that would have allegedly promoted pricing competition in the market for such bonds. The dismissal is subject to appeal.

 

Regulatory matters

US investigations relating to fixed-income securities

In October 2017, NWMSI entered into a non-prosecution agreement (NPA) with the United States Attorney for the District of Connecticut (USAO) in connection with alleged misrepresentations to counterparties relating to secondary trading in various forms of asset-backed securities. In the NPA, the USAO agreed not to file criminal charges relating to certain conduct and information described in the NPA, conditional on NWMSI and affiliated companies complying with the NPA's reporting and conduct requirements during its term, including by not engaging in conduct during the NPA that the USAO determines was a felony under federal or state law or a violation of the anti-fraud provisions of the United States securities law.

 

The NatWest Markets business is currently responding to a separate criminal investigation by the USAO and the US Department of Justice (DoJ) concerning unrelated trading by certain NWM Plc and NWMSI former traders involving alleged spoofing. The NPA (referred to above) has been extended as the criminal investigation has progressed and related discussions with the USAO and the DoJ, including relating to the impact of such alleged conduct on the status of the NPA and the potential consequences thereof, have been ongoing.

 

 

Notes

6. Litigation and regulatory matters continued

On 30 August 2021, NWMSI received a letter from USAO stating that it had determined that NWMSI had materially breached the NPA as a result of the alleged spoofing activity and that NWMSI is subject to prosecution for securities fraud in respect of the conduct underlying the NPA. NatWest Markets is engaging in discussions with the U.S. government about the resolution of the alleged spoofing activity investigation and the USAO's determination of the breach of the NPA, including why criminal prosecution of the conduct underlying the NPA should not be pursued.

 

The precise duration and outcome of this matter remains uncertain.

 

Adverse outcomes or resolution of current or future legal or regulatory actions (in particular, a finding of criminal liability in this matter) could have material collateral consequences for NWM Group's business and result in restrictions or limitations on NWM Group's operations.

 

These may include the effective or actual disqualification from carrying on certain regulated activities and consequences resulting from the need to reapply for various important licences or obtain waivers to conduct certain existing activities of NWM Group, particularly but not solely in the US, which may take a significant period of time and the results of which are uncertain. Disqualification from carrying on any activities, whether automatic as a result of the resolution of a particular matter or as a result of the failure to obtain such licences or waivers could adversely impact NWM Group's business, in particular in the US.

This in turn and/or any fines, settlement payments or penalties could adversely impact NWM Group's reported financial results and condition, capital position or reputation.

 

FCA investigation into NatWest Group's compliance with the Money Laundering Regulations 2007

In July 2017, the FCA notified NatWest Group that it was undertaking an investigation into NatWest Group's compliance with the UK Money Laundering Regulations 2007 ("MLR 2007") in relation to certain money service businesses and related parties.

In March 2021, the FCA notified NatWest Group that it had commenced criminal proceedings against NWB Plc for three offences under regulation 45(1) of the MLR 2007 arising from the handling of the accounts of a UK incorporated customer.

 

On 7 October 2021, NWB Plc pleaded guilty to the three offences under regulation 45(1) of the MLR 2007 for failure to comply with regulation 8(1) of the MLR 2007 between 7 November 2013 and 23 June 2016 and 8(3) and 14(1) of the MLR 2007 between 8 November 2012 and 23 June 2016.

 

These regulations required the firm to determine and conduct risk sensitive due diligence and ongoing monitoring of its customers for the purposes of preventing money laundering. The offences relate to operational weaknesses between 2012 and 2016, during which period NWB Plc did not adequately monitor the accounts of that customer.

 

NWB Plc has cooperated fully with the FCA since its investigation began. The FCA has confirmed it will not take action against any individual current or former employee of NWB Plc.

 

The case has been remitted to the Crown Court for sentencing, which will be determined at a hearing scheduled to take place on a date to be determined by the Crown Court. NWB Plc made a provision at 30 September 2021 in anticipation of a potential fine being imposed at that hearing, but is not disclosing the amount as it remains the matter of ongoing judicial proceedings. In addition to the fine, other material adverse collateral consequences may occur as a result of these convictions, which may affect members of the NWM Group.

 

7. Post balance sheet events

On 28 October 2021, the NWM Plc Board approved an interim dividend of £250 million, or £0.63 per share, to be declared and payable to NatWest Group plc on 29 October 2021. There has been no adjustment to the 30 September 2021 condensed consolidated financial statements. For regulatory reporting purposes, a £250 million foreseeable dividend deduction has been applied to the Q3 2021 regulatory capital position.

 

Other than as disclosed in the accounts, there have been no other significant events between 30 September 2021 and the date of approval of these accounts that would require a change to or additional disclosure in the condensed consolidated financial statements.

Non-IFRS measures

NWM Group prepares its financial statements in accordance generally accepted accounting principles (GAAP). This document contains a number of adjusted or alternative performance measures, also known as non-GAAP or non-IFRS performance measures. These measures are adjusted for certain items which management believe are not representative of the underlying performance of the business and which distort period-on-period comparison. These non-IFRS measures are not measures within the scope of IFRS and are not a substitute for IFRS measures. These measures include:

Management analysis of the operating expenses shows strategic costs and litigation and conduct costs in separate lines on pages 3 and 4. These amounts are included in staff, premises and equipment and other administrative expenses in the statutory analysis.

Funded assets defined as total assets less derivative assets.

Management view of income by business before revenue share payments and excluding own credit adjustments and asset disposals/strategic risk reduction.

Revenue share payments refers to income generated by NatWest Markets from customers that have their primary relationship with other NatWest Group segments which as a result is shared with those segments.

Asset disposals/strategic risk reduction includes the costs of exiting positions, which includes changes in carrying value to align to the expected exit valuation, and the impact of risk reduction transactions entered into as part of the optimisation of the entity's capital usage, following the strategic announcements of 14 February 2020.

Own credit adjustments are applied to positions where it is believed that the counterparties would consider NWM Group's creditworthiness when pricing trades. The fair value of certain issued debt securities, including structured notes, is adjusted to reflect the changes in own credit spreads and the resulting gain or loss recognised in income.

 

 

Non-IFRS measures 

Operating expenses analysis

Statutory analysis (1, 2)

 

Nine months ended

Quarter ended

 

30 September

30 September

 

30 September

30 June

30 September

 

2021

2020

 

2021

2021

2020

Operating expenses

£m

£m

 

£m

£m

£m

Staff costs

370

519

 

118

118

142

Premises and equipment

59

88

 

22

18

13

Other administrative expenses

333

454

 

152

67

106

Depreciation and amortisation

15

17

 

5

5

3

Total operating expenses

777

1,078

 

297

208

264

 

Non-statutory analysis

 

Nine months ended

 

30 September 2021

 

 

Litigation

 

Statutory

 

Strategic

and conduct

Other

operating

Operating expenses

costs

costs

expenses

expenses

Staff costs

97

-

273

370

Premises and equipment

4

-

55

59

Other administrative expenses

47

(41)

327

333

Depreciation and amortisation

1

-

14

15

Total 

149

(41)

669

777

 

 

 

 

 

 

Nine months ended

 

30 September 2020

 

 

Litigation

 

Statutory

 

Strategic

and conduct

Other

operating

Operating expenses

costs

costs

expenses

expenses

Staff costs

92

-

427

519

Premises and equipment

18

-

70

88

Other administrative expenses

34

127

293

454

Depreciation and amortisation

-

-

17

17

Total 

144

127

807

1,078

 

 

 

 

 

 

Quarter ended

 

30 September 2021

 

 

Litigation

 

Statutory

 

Strategic

and conduct

Other

operating

Operating expenses

costs

costs

expenses

expenses

Staff costs

32

-

86

118

Premises and equipment

1

-

21

22

Other administrative expenses

20

27

105

152

Depreciation and amortisation

1

-

4

5

Total 

54

27

216

297

 

 

 

 

 

 

Quarter ended

 

30 June 2021

 

 

Litigation

 

Statutory

 

Strategic

and conduct

Other

operating

Operating expenses

costs

costs

expenses

expenses

Staff costs

40

-

78

118

Premises and equipment

2

-

16

18

Other administrative expenses

21

(81)

127

67

Depreciation and amortisation

-

-

5

5

Total 

63

(81)

226

208

 

 

 

 

 

 

Quarter ended

 

30 September 2020

 

 

Litigation

 

Statutory

 

Strategic

and conduct

Other

operating

Operating expenses

costs

costs

expenses

expenses

Staff costs

33

-

109

142

Premises and equipment

(4)

-

17

13

Other administrative expenses

3

14

89

106

Depreciation and amortisation

-

-

3

3

Total 

32

14

218

264

 

(1) On a statutory or GAAP basis, strategic costs are included within staff, premises and equipment and other administrative expenses. Strategic costs relate to restructuring provisions, related costs and projects that are transformational in nature.

(2) On a statutory or GAAP basis, litigation and conduct costs are included within other administrative expenses.

Additional information

Presentation of information

NatWest Markets Plc ('NWM Plc') is a wholly-owned subsidiary of NatWest Group plc or 'the ultimate holding company'. The NatWest Markets Group ('NWM Group') comprises NWM Plc and its subsidiary and associated undertakings. The term 'NatWest Group' comprises NatWest Group plc and its subsidiary and associated undertakings. The term 'NWH Group' refers to NatWest Holdings Limited ('NWH') and its subsidiary and associated undertakings. The term 'NatWest Bank Plc' or 'NWB Plc' refers to National Westminster Bank Plc.

 

NWM Plc publishes its financial statements in pounds sterling ('£' or 'sterling'). The abbreviations '£m' and '£bn' represent millions and thousands of millions of pounds sterling, respectively, and references to 'pence' represent pence in the United Kingdom ('UK'). References to 'dollars' or '$' are to United States of America ('US') dollars. The abbreviations '$m' and '$bn' represent millions and thousands of millions of dollars, respectively, and references to 'cents' represent cents in the US. The abbreviation '€' represents the 'euro', and the abbreviations '€m' and '€bn' represent millions and thousands of millions of euros, respectively, and references to 'cents' represent cents in the European Union ('EU').

 

To aid readability, this document retains references to EU legislative and regulatory provisions in effect in the UK before 1 January 2021 that have now been implemented in UK domestic law. These references should be read and construed as including references to the applicable UK implementation measures with effect from 1 January 2021.

 

Western European corporate portfolio

In order to improve efficiencies and best serve customers, NatWest Group and NWM Group are evaluating whether NatWest Group's Western European corporate portfolio, including term funding and revolving credit facilities, as well as certain other transactions and activities, will remain in the ring-fenced subgroup of NatWest Group or be transferred or re-booked to NWM Group. Some or all of the portfolio and other transactions and activities already held in NWM Group may be transferred or re-booked to the ring-fenced subgroup of NatWest Group. The timing and quantum of such transfers or re-bookings, if any, is uncertain.

 

NatWest Markets Group legal entity disclosures

There is a distinction between the disclosure of the NatWest Markets operating segment performance in the NatWest Group's Q3 2021 results and the NatWest Markets Group's results presented in this document, with differences primarily as follows:

· NatWest Markets Group's Q3 2021 results include its part of the Central items & other segment.

· NatWest Group's Q3 2021 results reports the NatWest Markets segment excluding Central items & other.

 

MAR - Inside Information

This announcement contains information that qualified or may have qualified as inside information for NatWest Markets Plc, for the purposes of Article 7 of the Market Abuse Regulation (EU) 596/2014 (MAR) as it forms part of domestic law by virtue of the European Union (Withdrawal) Act 2018 for NatWest Markets Plc. This announcement is made by Paul Pybus, Head of Investor Relations for NatWest Markets Plc.

 

Statutory results

Financial information contained in this document does not constitute statutory accounts within the meaning of section 434 of the Companies Act 2006 ("the Act"). The statutory accounts for the year ended 31 December 2020 have been filed with the Registrar of Companies. The report of the auditor on those statutory accounts was unqualified, did not draw attention to any matters by way of emphasis and did not contain a statement under section 498(2) or (3) of the Act.

Contact

 

 

Paul Pybus

NatWest Group Investor Relations

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Forward-looking statements

This document contains forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995, such as statements that include, without limitation, the words 'expect', 'estimate', 'project', 'anticipate', 'commit', 'believe', 'should', 'intend', 'will', 'plan', 'could', 'probability', 'risk', 'Value-at-Risk (VaR)', 'target', 'goal', 'objective', 'may', 'endeavour', 'outlook', 'optimistic', 'prospects' and similar expressions or variations on these expressions. These statements concern or may affect future matters, such as NWM Group's future economic results, business plans and current strategies. In particular, this document may include forward-looking statements relating to NWM Group in respect of, but not limited to: the impact of the COVID-19 pandemic, NWM Plc's regulatory capital position and related requirements, its financial position, profitability and financial performance (including financial, capital, cost savings and operational targets), the NWM Group refocusing and implementation of NatWest Group's Purpose-led strategy, its ESG and climate-related targets, its access to adequate sources of liquidity and funding, increasing competition from new incumbents and disruptive technologies, its exposure to third party risks, its ongoing compliance with the UK ring-fencing regime and ensuring operational continuity in resolution, its credit exposures under certain specified scenarios, substantial regulation and oversight, ongoing legal, regulatory and governmental actions and investigations, the transition of LIBOR and other IBOR rates to alternative risk free rates and NWM Group's exposure to economic and political risks (including with respect to Brexit and climate change), operational risk, conduct risk, cyber and IT risk, key person risk and credit rating risk. Forward-looking statements are subject to a number of risks and uncertainties that might cause actual results and performance to differ materially from any expected future results or performance expressed or implied by the forward-looking statements. Factors that could cause or contribute to differences in current expectations include, but are not limited to, the impact of the COVID-19 pandemic, the outcome of legal, regulatory and governmental actions and investigation, legislative, political, fiscal and regulatory developments, accounting standards, competitive conditions, technological developments, interest and exchange rate fluctuations, general economic and political conditions and the impact of climate-related risks and the transitioning to a low carbon economy. These and other factors, risks and uncertainties that may impact any forward-looking statement or NWM Group's actual results are discussed in NWM Plc's 2020 Annual Report and Accounts (ARA), NWM Plc's 2021 Registration Document, NWM Plc's Interim Results for H1 2021 and other public filings. The forward-looking statements contained in this document speak only as of the date of this document and NWM Group does not assume or undertake any obligation or responsibility to update any of the forward-looking statements contained in this document, whether as a result of new information, future events or otherwise, except to the extent legally required.

 

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