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 September 2017, all other information is correct at May 2017
At Canada Life we help to build better futures by looking after the retirement, investment and protection needs of individuals, families and companies.
Our heritage is important to us. Founded in 1847, we are the oldest Canadian life assurance company, and we began operating in the UK in 1903. Since that time we have developed a comprehensive range of onshore and international bonds, plus a full suite of estate planning solutions.
Our award-winning service delivered by knowledgeable staff and dedicated regional account managers is backed by our unique service charters.
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. With our open architecture approach, advice firms can build the business
management system which they need to power their 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. Users of our Intelligent Office software benefit from our open architecture approach, so that they can build that they need, not just use the system that they are given.
Built specifically for the UK market, our IT expertise coupled with years of experience of the UK financial services sector ensures our system offers an unparalleled degree of specialism for our clients.
*Based on number of directly authorised financial advice firms registered in 2017
Barnett Waddingham provide intelligent and flexible SIPP and SSAS pension options for individuals and business owners wanting more control over their retirement savings. Utilising best-in-class technologies underpinned by recognised financial strength, we are committed to delivering uncompromising quality for you and your clients.
Hearthstone Investments launched the UK’s first open-ended residential property fund approved by the FCA for retail distribution in 2012.
The TM home investor fund now has a 5-year track record, holds some 200 properties across mainland UK, and is available on most major UK platforms as well as via SIPPs, ISAs, Offshore Bonds and Trusts.
Residential property can help diversify a portfolio both in terms of capital risk and income. On a stand-alone basis, a residential property fund could be of interest for those looking for an alternative to Buy-To-Let investing, or others saving for a deposit.
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.
T: 01892 669494
Tavistock Wealth manages over £1bn through portfolios specifically designed to protect both clients (in terms of their risk adjusted returns) and advisers (in terms of the credibility of their recommendations). Tavistock Wealth educate advisers on topical issues such as currency hedging in order to help them de-risk their business
Your Business, Your Choice, Your Network of Choice!
In Partnership is dedicated to helping advisers deliver high quality advice.
At In Partnership we believe that the choice of how to operate your business should be your own. We have uniquely developed a flexible range of adviser models, based around our core principles of choice, business support and security.
Our team look forward to meeting you at the event.
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.
PortfolioMetrix was founded in 2010 and offers a new style of discretionary investment management. One that puts financial advisers firmly in the driving seat to deliver highly cost effective and, where required, highly personalised outcomes for clients, all at a competitive price without compromising the adviser/client relationship.
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.