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

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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Prestwood Software Ltd

Prestwood Software Ltd

Prestwood Software Ltd is part of The Prestwood Group, founded by Paul Etheridge, MBE. Prestwood software - both Truth and Prestwood Professional - is widely recognised as the UK's leading cash flow modelling software, developed by Financial Planners for Financial Planners.

Watch their video here.

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KNOWLEDGE PARTNERS

Ellipse

Ellipse - the digital group risk insurer

Since launching in 2009, Ellipse has established itself as a mainstream provider of group life, critical illness and income protection cover for companies of all sizes. Part of Munich Re, it offers fast online processes that minimise the time advisers and clients spend setting up and maintaining group risk policies.

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J.P.Morgan Asset Management

We believe that nothing beats local knowledge. With over 130 years experience in UK investing, J.P. Morgan Asset Management can boast a British heritage that many British firms would envy, with the support and backing of a world-class global firm.

Visit The UK Edge stand to find out more about J.P. Morgan Asset Management’s UK capabilities.

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JUST

We are Just

Just is the exciting new brand for Partnership and Just Retirement. It represents the specialist knowledge and expertise of both award-winning businesses. We’re one of the UK’s leading providers of specialist financial services solutions, completely focused on meeting the needs of people thinking about, approaching, or in retirement.
Find out more by contacting our dedicated team.

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

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NETWORKING PARTNER

Kames Capital

Kames Capital

Kames Capital is a specialist investment management business.  From Edinburgh and London the company manages £49.3 billion on behalf of UK and international clients – including wealth managers, financial advisers, pension funds, government agencies, financial institutions and family offices.

A multi-award-winning investment manager, Kames Capital has expertise in fixed income, equities, property, multi-asset, absolute return and ethical investing.  The company’s 332 employees include 100 investment professionals, who have an average experience of 18 years, of which an average of 8 years has been spent with the firm.

Source: Kames Capital as at 31 December 2016

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FINTECH PANEL SPONSOR

Focus Solutions

Focus Solutions

Founded in 1995, Focus Solutions is a leading provider of advice software and consultancy, with an unrivalled track record in enterprise solutions. However, Focus has taken their market leading, fully integrated practice management, client engagement and financial planning capability and refined it as a game changing, cloud solution for the IFA market.

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EXHIBITOR

LIBF

The London Institute of Banking & Finance

The London Institute of Banking and Finance exists for a very simple reason – to advance banking and finance by providing outstanding education and thinking, tailored to the needs of business, individuals, and society. We advance careers by equipping people with the skills and capability the sector demands, so they can perform more effectively and responsibly. The result is better professionals and corporations, performing better for customers.

Our leading financial advice qualifications meet FCA standards and provide practical and applicable learning that is informed by, and directly relevant to, the day-to-day realities of giving professional retail investment advice. Our programmes provide the qualifications you need to embark upon or develop your career in regulated advice and lead to Chartered status. Whether you are taking the first step in becoming a qualified retail investment adviser, looking to differentiate yourself, or qualify to advise on pension transfers; our programmes help to support your career goals.

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SPONSORED BY

Eldercare Solutions

Eldercare Solutions

Eldercare Solutions is a firm of IFAs who specialise exclusively in long-term care advice.  Our outsourcing service is available to any financial adviser who would prefer to transfer the risks associated with this type of advice from their firm to ours.  We pay a referral fee and offer a no cross-sell guarantee.

Telephone 0800 082 1155 for more details.


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2017 Partners

The 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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