2019 SPONSORS


PLENARY SPONSOR

aeg_col_pro-ws

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 www.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

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.

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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PANEL SPONSOR

portfolio
PortfolioMetrix a multi-award winning, investment manager that provides independent financial advisers with an alternative way to access discretionary investment management for their clients. Our proposition comes at a competitive price and doesn’t compromise the adviser/client relationship.  The London winner of the Citywire Wealth Manager Regional Stars award for two consecutive voted the WM Small Business of the year at our first attempt in 2018 in association with ARC and, in 2019, have received the accolade of PA Discretionary Manager of the Year.

Our proposition offers the convenience of online model portfolios yet delivers customised portfolios, tailored to individual client requirements. Investment performance has demonstrated consistent and reliable risk and return separation of portfolios that undermine the financial planning process. This is achieved through our academically-robust, risk-based investment approach.

WealthExplorer™ is integral to the customised service. A proprietary owned and designed software system, WealthExplorer™, is to equip advisers with a broad range of tools designed to deliver unique client insights that add value to the adviser/client relationship and ultimately delivers better client when utilised by financial advisers.


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soprano
Soprano a successful mergers and acquisitions firm focussing purely on the financial advisory market. When considering a major change in your business you need to be in professional, specialist hands. At Soprano we understand better than anyone how successful IFA firms function. Our sectoral and operational knowledge, having worked with firms that are buying as well as selling, allows us to share this knowledge with you and provides you with more in-depth advice at this crucial time.

We don’t settle there. We make it our business to know everything about your business, giving support exactly where you need when you need it and guiding you through what is, by its very nature, a complex process. 

Whether introducing you to the right businesses, helping you access capital for your growth plans or maximizing the potential value of your business ahead of any sale or acquisition, we are with you every step of the way.


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WORKSHOP SPONSOR

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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.

Aviva’s asset management business, Aviva Investors, provides asset management services to both Aviva and external clients, and currently manages over £350 billion in assets. Total group assets under management at Aviva group are £490 billion.

Aviva helps people save for the future and manage the risks of everyday life; in 2017, we paid out 98% of all our claims across all our markets and insurance products. We paid £34.6 billion in benefits and claims in 2017.

By serving our customers well, we are building a business which is strong and sustainable, which our people are proud to work for, and which makes a positive contribution to society.

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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 James Jones-Tinsley, Andy Leggett and John Landon to find out how we can help your business.

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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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jupiter

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.

Just is honest and moral with a strong social purpose. A beacon within financial services. We believe everyone deserves a fair, secure and fulfilling retirement, and that financial intermediaries are best placed to help people with the choices they need to make to achieve this.

Outstanding service

 

We’re committed to supporting financial intermediaries, and we’re consistently recognised for providing excellent service:

  • We were awarded a fourteenth consecutive ‘5-star’ accolade in the ‘Life and Pensions’ category at the 2018 Financial Adviser Service Awards.

  • We were awarded an eleventh consecutive accolade in the ‘Mortgage Lenders & Packagers’ category at the 2018 Financial Adviser Service Awards.

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tavistock

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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TRACK PRESENTATIONS

city-asset

City Asset Management (CAM) is a discretionary investment manager offering a more personalised and flexible service-led approach than that offered by many larger wealth managers and private banks. Established in 1988 and mainly owned by the working directors and staff, CAM now manages over £600million of assets on behalf of clients.

Inflation erodes your spending power. Our goal is to preserve and increase your wealth. To become wealthier your assets need to grow at a faster rate than inflation. Therefore, we target this outcome and focus on growing your portfolio at a higher rate than inflation, as measured by the Consumer Price Index (CPI).

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moneyinfo

limited is a private firm based in Henley in Arden, Warwickshire specialising in fully branded client portals and mobile apps for the wealth management industry. We are proud to work with some of the UK's most exceptional advisory businesses including Saunderson House, Mattioli Woods, Prydis Wealth, Andrews Gwynne, Citywide and many more.

brings a client’s entire financial life including all of the associated documentation together with a single login, available on any device, regardless of the multiple investment platforms or back-office systems being used by the adviser. Our software is designed to help wealth managers address the challenges of the 21st century with their own branded client portal and mobile app.

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Silvertree

The team at Silvertree offer a professional consultation service whereby they review the business to allow the leadership team to put in place a number of changes to ensure they achieve their growth plans.

We find that most owners of financial advice firms are trying to deal with over 100 Issues within the business but by strengthening key components, the Issues disappear.

Silvertree introduces firms to six key components enabling them to strengthen the business and get rid of the Issues once and for all. When implemented properly, firms are able to accelerate the growth of the business and achieve their Vision.

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simply-biz

The SimplyBiz Group provides regulatory and business support to professionals operating within the financial services market. Since inception in 2002, the Group has grown year on year to become the largest in the sector. The team ensures Members and Clients are able to provide consumers with access to advice on a range of financial needs, from investments to pensions, mortgages and protection, estate planning and taxation. This is all done by providing guidance and expert compliance support including relevant CPD, as well as access to business development support, such as technology solutions, marketing, events and more.

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SuccessionWealth_Logo_VERT_CMYK

Succession Wealth is a top-tier UK wealth management and financial planning business. We look after £10.5 billion of client funds for more than 17,000 individuals, families and corporations.

The Succession team includes 600 dedicated individuals located at 12 regional offices right across the breadth of the UK. Our 170 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.

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SPONSORING PARTNERS

apricity

Apricity is the new kid on the compliance block! Quite simply, we offer support to help advisers and planners and their firms be compliant in as simple a manner as possible.

Having been created after listening to advisers frustrated with their existing compliance support (insight from our sister company, outsourced paraplanning company Para-Sols), we understand first-hand that legislation and FCA guidance can be difficult to navigate. And so, Apricity was designed to be something truly unique, to support directly authorised firms who want to focus their time on giving amazing advice to their clients.

Our two missions are…
1. To help you set up your business so that all future output is naturally compliant; and
2. To make your compliance experience positive, helpful, even enjoyable!

It’s a big ask. It means completely changing the face of ‘compliance’ as we now know it, but we think we’re the right people for the job.

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apricity

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 £27.9 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 28 February 2019

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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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columbia threadneedle

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. 

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compare-platform-colour

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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FEInvest_logo

FE Invest is FE’s range of risk-optimised discretionary model portfolios offering Advisers investment options to suit a range of investor risk profiles and investment objectives. With AUM surpassing the £1.5billion mark in just over 3 years since launch, FE Invest has been named the fastest growing DFM on by independent research from . Visit our stand at the Money Marketing Interactive conference to find out how our proposition can add value to your business

For any enquiries, please contact enquiries@financialexpress.net.

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home-investor-fund

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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home-investor-fund

Your business partner of choice.

As a Network, In Partnership’s culture is unique; a close, personal network where there are no ‘ivory towers’. Members are able to engage directly with the Management Team and Directors.

From sole traders, small companies to large multi-adviser practices, we pride ourselves in ensuring all members feel like part of a larger organisation that can be relied upon.

At a time when other networks are limiting choice, our advisers can choose their trading style.

Our - intrusive compliance services cover all aspects of regulated advice and we offer full compliance support.

We offer a comprehensive education programme and deploy a broad range of research tools to assist members in creating the best possible outcomes for clients.

Working together for better outcomes.

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para-sols

Flexible Paraplanning. Built with you in mind.

Para-Sols is a specialist provider of flexible, timely and professional paraplanning and administrative support services. Our high quality, compliant reports and support will free up time to focus on your business – nurturing client relationships and improving overall profitability.

We work with a huge range of firms; from “one-man bands” where we provide all of their paraplanning and administrative support, to large companies with existing internal paraplanning support which we are able to complement.

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selectapension

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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westerby

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.

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