2017 SPONSORS

In association with

Aegon

Aegon

Aegon is an international provider of life insurance, pensions and asset management. Trusted with over £607 billion of investments, it has businesses in over 20 countries around the world and around 3 million customers in the UK alone*.

On 1 January 2017 Cofunds became part of Aegon to create the UK’s largest investment platform.

By combining the scale and experience of Cofunds, with the innovation, financial strength and product knowhow of Aegon, it aims to create the best digital solutions to support financial advice.  

*Asset value is correct at 30 June 2016, all other information is correct at 11 August 2016.

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Silver sponsors

 

Aviva

Aviva

Aviva UK Life is part of the wider Aviva plc group. With over 300 years of experience, the Aviva group is one of Europe’s leading providers of life and general insurance and is the largest insurer in the UK. 33 million people in 16 countries around the world rely on us for protection, pensions and investments.

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Intelliflo

Intelliflo

At Intelliflo, we believe that our clients in the financial services sector deserve software that helps them be lean and efficient, manage the risks and build a better business.

We help the financial services community thrive in an ever-changing market by making their operations more professional and profitable. We do this through continually developing our best-in-class, web-based business management system to help our clients compete and win.

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Intelliflo

moneyinfo

moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire specialising in client portals and mobile apps for the wealth management industry . We are proud to work with some of the UKs most exceptional advisory businesses including Saunderson House, Aon, Prydis Wealth, Andrews Gwynne, Citywide and many more.

moneyinfo brings a client’s entire financial life including all of the associated documentation together with a single login, available on any device, regardless of the multiple investment platforms or back office systems being used by the adviser. Our software is designed to help wealth managers address the challenges of the 21st century with their own branded client portal and mobile app.

Watch the video - https://goo.gl/12N92v

Download the brochure - https://goo.gl/5e7fZV

Contact the team support@moneyinfo.com

Call us – 03303 600300

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Knowledge partners

 

Investec Structured Products

Investec Structured Products

Investec Structured Products is a business that is defined by our product proposition; clear, transparent and client focused. Since our launch in 2008, we have been voted Best Structured Products Provider 23 times by 7 different industry bodies. We offer a wide range of consistently available structured deposits and investments covering a variety of risk and return profiles. These plans are designed to complement investment portfolios and are distributed exclusively through financial advisers and intermediaries. We are constantly striving to improve and define our proposition and where appropriate our structuring specialists can work directly with your business in developing tailored investments to maximise market opportunities.

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Money Mover

Money Mover

Money Mover is a sophisticated and intuitive foreign exchange and international payments platform for business and personal customers. We partner with leading IFAs and professional services firms to bring their clients transparency, tools and pricing which was previously available only to the largest corporates and institutions.


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JUST

We Are Just

Just is honest and moral with a strong social purpose. A beacon within financial services. We believe everyone deserves a fair, secure and fulfilling retirement, and that financial intermediaries are best placed to help people with the choices they need to make to achieve this. 

Find out more by contacting our dedicated team.

t: 0345 302 2287
e: support@wearejust.co.uk

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Octopus200

Octopus

Founded in 2000, Octopus is a specialist asset manager with market leading positions in tax-efficient investments, smaller company and property financing. We manage more than £6.7 billion (Source: March 2017) on behalf of tens of thousands of retail investors, institutions and charities.

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Networking partners

 

Franklin Templeton Investments

Franklin Templeton Investments


At Franklin Templeton Investments, we are dedicated to one goal: delivering exceptional asset management to our shareholders. By bringing together multiple, world-class investment teams in a single firm, we are able to offer specialised expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers.

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fundment-200

Fundment

Fundment is a digital investment manager with automated wraps and account custody designed for advisers. As DFM and technology partner, we support IFA’s to:

•     Manage smaller accounts profitably
•     Automated account opening – pensions in less than 10 minutes
•     Eliminates suitability gap with better technology
•     Low ‘all-in’ fee with intuitive client dashboard

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IREES

IRESS

IRESS is a leading technology partner to the world’s top financial institutions. Its software solutions help with life’s big decisions - from getting a mortgage approval, planning for retirement, to trading on the stock exchange – things that make a real difference to people’s lives and financial wellbeing.

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Morningstar

Morningstar

The Morningstar Investment Management group, through its investment advisory units, creates investment solutions that combine award-winning research and global resources with proprietary Morningstar data. With more than USD$212 billion in assets under advisement and management as of 30 June, 2017, the Morningstar Investment Management group provides comprehensive retirement, investment advisory, and portfolio management services for financial institutions, plan sponsors, and advisers around the world.

Follow us on Twitter: @MstarAdviserUK

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JUST

Orca

Orca is an independent, whole market research service for the UK peer to peer lending market, serving investors and advisers. By providing analysis and expert insights, Orca is enabling the mainstream adoption of P2P lending.

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SAP

Selectapension Limited

Founded in 2004, Selectapension is a specialist software company that provides a range of easy to use pension and investment planning tools for those working in the Financial Advice sector.  

Selectapension technology makes the analysis, product research and comparison aspects of the financial planning process more efficient, freeing up Advisers to spend more time with their clients.

E: Enquiries@selectapension.com
T: 01892 669494


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SSP

SSP

SSP is a leading provider of financial service and general insurance technology solutions, operating globally. With almost 30 years’ experience and industry expertise, SSP develops and implements technology solutions and back office systems that enable its customers to reduce operations costs, increase distribution and create a better customer experience. 

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2017 Partner

 

PFS

The Personal Finance Society

The Personal Finance Society is the leading professional body for financial advisers, paraplanners, compliance professionals and others who work in related roles. With 37,000 members, it promotes the highest standards of professionalism. To achieve its aims the society provides its members with access to a programme of continuing professional development, relevant qualifications and a range of practical membership benefits.

Operating under a Royal Charter, its primary objective is to secure and justify public confidence and trust in its membership and the advisory profession more broadly.

www.thepfs.org
www.thepfs.org/yourmoney
www.twitter.com/pfsconf

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