Case Study | Haleon: Virtual AGM solution in consumer healthcare

Introduction

Haleon is a world-leading consumer health company dedicated to delivering better everyday health with humanity. With revenue of £11.3 billion and a portfolio of consumer healthcare products that includes power brands like Sensodyne, Panadol, and Centrum, Haleon needed its 2024 AGM to reflect the innovative nature of such an influential business.

Read on to discover how Haleon and Lumi Global partnered to create a successful, engaging event for both shareholders and the business.

The Challenge – Facilitating Effective Shareholder and Board Communications

Aligned with their responsible business ambitions, Haleon aimed to increase the efficiency and reduce the environmental impact of their 2024 AGM. They wanted to avoid the need for travel arrangements for directors and shareholders for a brief meeting.

Additionally, as Haleon values shareholder participation, they sought a meeting format that would maximize global engagement, allowing shareholders worldwide to participate in the AGM.

The Solution – Delivering High-Quality Production and Expert Support

Haleon chose a digitally-enabled approach for their 2024 AGM, opting for a virtual meeting format that was broadcast from their London office.

In the interest of accessibility and transparency, extensive preparation went into the run-up to the AGM, including shareholder registration and the ability to submit proxies in advance. Shareholders were encouraged in the Notice of AGM to submit questions ahead of time through the Lumi Global platform.

To maximize engagement, shareholders could also ask questions live on the day of the AGM through the Lumi platform.

“One of the things we found shareholders loved about using Lumi Global was the ability to vote and ask live questions.”
– Fiona Cuttell, Senior Assistant Company Secretary and Head of Non-Financial Reporting, Haleon

Haleon’s team conducted a full pre-event run-through, ensuring a seamless live experience. During the AGM, Lumi’s question moderation feature provided an additional layer of control, with a dedicated Lumi team member moderating incoming questions in real-time.

The Results – Enhanced Shareholder Satisfaction

Haleon’s 2024 AGM was a success, achieving broad reach with shareholder representation from the UK, Hong Kong, Australia, and the USA.

Following the event, several shareholders provided positive feedback, particularly appreciating the option to vote before the AGM.

Haleon’s team also valued the flexibility and support of the Lumi Global team members, who managed shareholder registration and moderated questions, contributing to a seamless event.

“The event went very smoothly, and the Lumi Global team were on it. Everybody felt reassured because the team was present on the day.”
– Fiona Cuttell, Senior Assistant Company Secretary and Head of Non-Financial Reporting, Haleon