2019 SPONSORS


PLENARY SPONSOR

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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.

To find out more visit aegon.co.uk/advisers 


*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. We help to build better futures.

Our heritage is important to us. We benefit from a financially strong, stable, modern global organisation being the oldest Canadian Life assurance company with invaluable experience since our foundation in 1847. That is over 170 years of helping customers plan for the future.

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 £15.2bn1 assets under administration, and a cluster of awards including the 5-star AKG Annual Financial Strength Unit Linked Rating which, unlike any other international company, 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. 

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. 

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

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WORKSHOP SPONSOR

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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. We are rapidly growing, but still insist on the importance of a personal service. Come and talk to Andy Leggett and Richard Bean to find out how we can help your business.

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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

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Comparetheplatform.com is a platform price comparison website for use by advisers and consumers. We offer free, independent and impartial guidance to help you make informed decisions about which investment platform to use. Comparetheplatform.com is a Fundscape brand.
Platforms are widely used by DIY investors and advisers and offer a range of products and investment options. But what can tip the balance are the different fees charged by each. Until now, investors had to find out these costs from each platform. Comparetheplatform.com enables users to get real-time insight into the costs and to compare them in one easy-to-use, price-comparison tool.

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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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