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
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 £15.2bn1 assets 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.
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.
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
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.
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.
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 £45.9bn (as at 30.06.19) 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.
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.
Succession Wealth is a top-tier UK wealth management and financial planning business. We look after £8 Billion of client funds for more than 20,000 individuals, families and corporations.
The Succession team includes 605 dedicated individuals located at 15 hub offices right across the breadth of the UK. Our 183 outstanding and highly qualified wealth planners work closely and in a position of trust with clients on a bespoke basis across issues such as estate planning, pension transfer, taxation, intergenerational planning, investment and trusts.
The focus is always to help clients achieve their fullest financial potential, giving them clarity around their lifetime financial goals and making these goals a living reality. We are proud to deliver a local service nationally. As an organisation, we invest continually in our client facing and client management teams, technology and infrastructure and have our own award-winning Succession investment platform and model portfolio services.
Timeline is the sustainable withdrawal rate software used by financial planners in the UK, US and other developed countries across the world. Timeline uses extensive empirical research to assess how a retirement strategy might fare under various market conditions.
Timeline helps financial planners bring a client’s retirement journey to life and answer their big retirement income questions.
Artemis is a leading UK-based fund manager, investing in the UK, Europe, the US and around the world. The firm opened for business in 1997 and manages some £28.2 billion* across a range of funds, two investment trusts, a venture capital trust and institutional portfolios. Independent and owner-managed, Artemis’ aim has always been to offer exemplary performance and client service. All Artemis’ staff share these two precepts – and the same flair and enthusiasm for fund management.
*Source: Artemis as at 30 June 2019
b-compliant are a Compliance Consultancy providing support to a range of Advisory firms. Our consultants each has a minimum of 15 years of regulatory experience within the advisory and wealth management sectors.
What makes us different? We provide hands-on support, just like being a part of your team. We are flexible to your requirements, working alongside you on-site, or remotely, always doing what is right for you. And finally, we will always be honest, if we feel that your compliance requirements will be better suited elsewhere, we will tell you.
Our goal at b-compliant is very simple, to provide affordable expert support, adding value to your business.
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.
Columbia Threadneedle Investments is a leading global asset manager. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven.
Better insights Our talented investment teams around the world work together to uncover investment insights. By sharing knowledge across asset classes and geographies we are able to generate richer perspectives on global, regional and local investment landscapes.
Better decisions The ability to exchange and debate investment ideas in a collaborative environment enriches our teams' investment processes to ensure our best insights are applied to portfolios. More importantly, it results in better-informed decisions for our clients.
Better outcomes Our broad range of investment strategies and solutions are designed to meet the evolving needs of our clients, whether they are individuals, advisers or institutions. We are committed to first class client service and investment excellence. We have a dedicated team of more than 2,000 colleagues across the globe, all with a common goal. Your success is our priority.
Curtis Banks is one of the UK's largest independent SIPP and SSAS providers, looking after over 77,500 clients. Founded in 2009 we have a wealth of expertise to help advisers manage their clients’ future, their way with a focus on robust service, modern technology and innovation. We listen and respond to the needs of advisers and clients and have designed our market leading proposition Your Future SIPP, to suit the modern world of retirement addressing pre and post retirement needs, providing access to virtually the whole of market investment platforms, brokers and discretionary managers – including our own renowned commercial property proposition. Accessed via a modern online secure portal completely responsive to any device for access on the go
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.
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.
Pension Advice Specialists (PAS) are FCA regulated pension transfer specialists with an extended support team.
We provide a robust, unbiased and client-focused advice service for those looking to transfer their UK Defined Benefit pension schemes. Our wealth of expertise and extensive knowledge allows us to work closely with UK and overseas IFAs, in order to ensure that clients are getting the best advice possible in relation to their UK Defined Benefit Pension. We understand that no two clients are the same and we look at each case on its own merits, providing advice that is 100% independent from any subsequent transaction completed by the client.
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.
Westerby is a specialist SIPP & SSAS provider offering the full range of permitted investments and retirement options. Westerby recognises the importance of financial advice in delivering positive outcomes for clients. Our service proposition is therefore focused on meeting the needs of advisers who can also be confident they are dealing with a firm where the fair treatment of customers is central to our corporate culture. Our senior staff have a wealth of experience in dealing with property purchase and non-standard investments and can often assist advisers in presenting clients with solutions to complex investment scenarios