2024 SPONSORS

Fundment is the propulsive force making waves in adviser technology and service. Our simple account opening, transfers, investment management, digital drawdown, and custom indexing – to name a few – are taking portfolio management to a new level.

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.

As entrepreneurs, we build our own businesses to address some of society’s biggest problems. Octopus Energy, our energy transition business, is the best example of this.

As investors, we invest the £12.4* billion our clients have entrusted us with into the areas where we believe we can have the greatest impact. More than 85% of the £12.4 billion we manage is invested in line with three main themes: empowering people, revitalizing healthcare and building a sustainable planet.

At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.

Octopus Investments, Octopus Energy, Octopus Moneycoach, Octopus Real Estate, Octopus Ventures, Octopus Australia, Octopus Wealth, Seccl Technology and Aurora are all part of Octopus Group.

*Includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of September 2022

We are a London-based asset manager who invests on behalf of charities, individuals, intermediaries and institutions. Our company is known as a market leader in thematic investment, and as a specialist in long-term income and dividend management across multi-asset and equity mandates. We offer our clients access to a global, long-term, thematic approach to investment.

HSBC Life (UK) Limited is part of the HSBC Group, one of the world’s largest banking and financial services organisations. HSBC Group serve more than 40 million customers worldwide through a network that covers 64 countries and territories in its geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa. We aim to be present where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

HSBC Life (UK) Limited was founded in the UK in 1988 and offers insurance services to meet protection and investment management needs. Our services and solutions are available through HSBC banking channels and selected third parties, including financial advisers and aggregators.

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.

As entrepreneurs, we build our own businesses to address some of society’s biggest problems. Octopus Energy, our energy transition business, is the best example of this.

As investors, we invest the £12.4* billion our clients have entrusted us with into the areas where we believe we can have the greatest impact. More than 85% of the £12.4 billion we manage is invested in line with three main themes: empowering people, revitalizing healthcare and building a sustainable planet.

At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.

Octopus Investments, Octopus Energy, Octopus Moneycoach, Octopus Real Estate, Octopus Ventures, Octopus Australia, Octopus Wealth, Seccl Technology and Aurora are all part of Octopus Group.

*Includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of September 2022

SimplyBiz provides the very highest quality of comprehensive compliance and business support to 1000s of financial advisers across the UK. During our twenty-year history we have never lost sight of our primary purpose – to provide support and guidance to directly authorised firms in every area of their business. Every decision about our proposition and development over the past two decades has been made after asking ourselves one simple question; will this produce the best outcomes for the firms we serve and their clients? Our 500+ strong team understands advisers are central to everything we do, and our culture and ethos places the firms we serve firmly at the heart of SimplyBiz.

Our market-proven, integrated financial technology solutions give you the confidence to deliver the best outcomes for your customers, wherever you sit in the financial ecosystem.

We partner with some of the UK's largest financial institutions, innovative start-ups, and independent providers. Delivering engaging financial planning software solutions and award-winning investment solutions, powered by our proprietary stochastic asset model.
So, whatever problem your business is looking to solve, or challenge you are trying to overcome, our experienced team of specialists are here to help.

Future Financial Adviser is your go-to resource for finding a rewarding and profitable career within financial advice. We provide practical information on what a financial adviser does, what attributes you need to flourish in the role and how to get started. Most importantly, we can put you in touch with people and organisations who can help you along the way, no matter what stage you are at.

Start learning. Start earning. Start a career.

We are LIBF – we’ve been equipping professionals with the skills and expertise they need for successful careers for over 140 years.

We offer flexible programmes and courses that meet the demands of the modern world – that you can study online, at your own pace. These include professional qualifications in regulated advice, as well as undergraduate and postgraduate degrees in a range of subjects.

NS&I offers a range of savings 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 peace of mind for both advice firms and their clients. Our most well-known product is Premium Bonds, but we also offer other savings products and ISAs.

NS&I is committed to supporting the financial advice industry in looking after the finances of many high value customers. Currently we have over 1 million customers with £50,000 or more invested, and over 13,000 have over £1 million invested with us. Many of these customers will have financial advisers.

NS&I: Associate and tote bag sponsor.

Our Mission: To connect, empower, and elevate business owners and professionals through unmatched resources.

We redefine the financial planning industry by providing essential tools, tailored workshops, and dynamic communities. Our offerings include:

• Essential Resources: Vital tools for your success.
• Tailored Workshops: Custom workshops for your business needs.
• Dynamic Communities: Engage in real-time conversations in our WhatsApp Groups.
• Monthly Roundtables: Discuss challenges and share best practices with peers.
• Monthly one-2-ones: Business coaching for success.

The Financial Planning Club is committed to helping professionals thrive, connect, and reach their full potential.

Established in 1996, Westerby Trustee Services Limited are specialist providers of trusteeship and administration services for both Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS). We offer the full range of investments including Commercial Property, Gold Bullion, Quoted and Unquoted shares as well as all other investments permitted within these vehicles by HMRC. Westerby administers c3,000 SIPPs and c170 SSAS schemes, with assets under administration over £1.04 billion. Westerby strive to provide a bespoke personal service to all of our clients, allowing them to select from all available retirement options which these two products provide.