2019 SPONSORS

PLENARY SPONSORS

 

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Aegon is an international provider of life insurance, pensions and asset management. Trusted with over EUR 825 billion of assets, we have businesses in over 20 countries around the world and around two million customers in the UK alone*. 

We’re totally focussed on serving intermediaries, not competing with them. Working in partnership, we provide products and services to help them create financial planning solutions to get their clients closer to their financial goals.

*Asset value is correct at August 2018, all other information is correct at May 2017

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Canada Life looks after the retirement, investment and protection needs of individuals, families and companies. Our vision is to help build better futures and be a world class financial services provider. Putting customers at the heart of everything we do and working in line with our values of people, excellence, integrity and together. 

Canada life began operating in the UK in 1903, and has developed a comprehensive range of onshore and international trust, as well as estate planning solutions. Onshore, our unit linked bonds incorporate various flexible options that are designed to meet the needs of today’s discerning investor.

Internationally, we have more than £15.2bnassets under administration and a cluster of awards including the 5-star AKG Annual Financial Strength Unit Linked Rating which we have held for the past 16 years running.

Retirement Solutions
We have a long history of providing a wide range of retirement solutions to suit your clients’ needs. We offer industry-leading rates, award-winning service, financial strength, and have over 435,000 pension annuities in force that are worth around £16.6bn2

Funds and investments
In the onshore market we offer over 150 funds from more than 20 fund managers, as well as 20 multi-manager portfolios. Internationally, we offer the full range of open-architecture products.

Service
Our award-winning service is built on our unique service charters, delivered by knowledgeable sales support staff and dedicated regional account managers. 

1 Combined figure for CLI, CLII, CLIA & CLIAI as at 31 December 2017
2 As at 31 December 2017

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WORKSHOP SPONSORS

 

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Aviva provides life insurance, general insurance, health insurance and asset management to 33 million customers.

In the UK we are the leading insurer serving one in every four households and have strong businesses in selected markets in Europe, Asia and Canada. Our shares are listed on the London Stock Exchange and we are a member of the FTSE100. Index.

Aviva’s asset management business, Aviva Investors, provides asset management services to both Aviva and external clients, and currently manages over £331 billion in assets. Total group assets under management at Aviva group are £470 billion.

Aviva helps people save for the future and manage the risks of everyday life; last year we paid £32.9 billion in claims and benefits on behalf of our 33 million customers. 

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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.

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jupiter

Founded in 1985 as an independent investment boutique, Jupiter has become one of the UK’s most successful and respected fund management groups. For over thirty years we have successfully employed an active investment management approach based on original thought and true conviction investing. Headquartered in London, the company employs over 500 employees worldwide and manages £42.7bn (as at 31.12.18) on behalf of institutional and retail investors. As a dedicated, active fund manager, we seek to add value for our clients through the delivery of investment outperformance over the medium to long term; our investment capabilities are diversified across equities (global, European, emerging markets), fixed income, multi-asset and absolute return strategies.

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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. 

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 SPONSORING PARTNERS

 

bankhall

From pensions and investments to mortgages and protection, Bankhall has been operating for over 25 years and has supported tens of thousands of advisers to embrace regulatory change.

Our compliance support expertise is designed to make it easier for you to focus on providing the best service for your customers, by helping you manage your regulatory risks and providing the support you need to help your business develop and grow.

We are committed to providing exceptional service, going above and beyond to drive industry excellence and supporting you to achieve your full potential.

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Hearthstone Investments is the company behind the TM home investor fund – the UK’s first direct residential property fund authorised by the FCA for private clients. Available on most platforms and permissible in all UK tax wrappers, the fund has an established 5-year track record and holds over 200 mainstream residential properties across the UK.

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NS&I offers a range of financial products with 100% security for all money invested - due to our backing by HM Treasury - even above the Financial Services Compensation Scheme limit. This provides absolute peace of mind for both advice firms and their customers. Our most well-known product is Premium Bonds, but we also offer savings accounts, ISAs, Income Bonds, and fixed term savings.

NS&I is committed to supporting the financial advice industry in looking after the finances of many of NS&I's high value customers. Currently we have over 800,000 customers with £50,000 or more invested with us, and over 8,000 have over £1million invested with us. Many of these customers will have financial advisers.

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

Selectapension’s innovative system provides highly detailed analysis reports, comparing over 200 products from over 60 Providers and is used for Pension Switching, Defined Benefit Transfer and Income Modelling analyses.

Our customers include Financial Advisers, Paraplanners, Pension Transfer Bureaus, Product Providers, Banks, Actuaries and Scheme Trustees.

Selectapension provides first class customer support and full training with all subscriptions and has linked integrations with IRESS, Intelliflo, True Potential and Fairstone back office systems.

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

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