2020 Sponsors

Plenary Sponsor

aegon

Aegon

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 focused 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

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Panel Sponsor

City Asset Management (CAM)

City Asset Management (CAM)

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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PICTET

Pictet Asset Management

Pictet Asset Management is an independent asset manager offering investment services around the world. We have over 990 employees located in 17 offices across the world, close to the markets in which we invest and the clients we serve. Our key investment capabilities include: Multi-Asset, Thematic Equities, Emerging Market Equities, Emerging Markets Debt, Global Fixed Income and Alternative Investments. We manage £157 billion in assets as at the end of December 2019. We have had an office in London since 1980. This is an investment centre with over 200 employees where we have a Distribution team looking after our UK clients. We are part of the Pictet Group, founded in Geneva in 1805.

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Workshop Sponsors

barnett-waddingham

Barnett Waddingham

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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Bordier

Bordier UK

We are a specialist investment manager that has partnered with UK advisers since 1981, providing their clients with high quality and proven investment management solutions. Through this experience, we have developed a comprehensive and flexible range of services to meet the demands of a modern professional adviser business.

We work with some of the leading adviser firms in the industry and our partners include top 25 independent financial advisers, national advice businesses and networks.

We are part of the Bordier Group, which is built on solid foundations with a strong Tier 1 capital ratio of 28%. Established in Geneva in 1844, and operating in six countries across three continents, the Bordier Group manage assets of circa £10.6bn for approximately 4,000 families as at 30 June 2019.

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Pepper Money

JUST

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 firmly committed to supporting financial intermediaries in helping their clients achieve a better later life. A key part of this is our outstanding customer service, evidenced by the many awards listed below.

> Presented with the Outstanding Achievement award in recognition of fifteen consecutive '5-star' accolades in the 'Life & Pensions' category

> Awarded an eleventh '5-star' accolade in the 'Mortgage Lenders & Packagers' category

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Orbis

Orbis

Orbis is a global investment firm, managing around £28 billion of assets. We have been creating long-term value for our institutional clients since 1990, and now have our investment expertise available to UK retail investors.

Founded in 1989, we are a privately owned firm with offices across five continents. Our investment philosophy is fundamental, long-term and contrarian and we are uniquely structured to encourage bold but considered decisions, even in times of stress. As a firm, our business model is structured in a way that requires us to deliver meaningful long-term outperformance to our clients.

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Sponsoring Partners

Fundscape

Fundscape

Established in October 2010, Fundscape is a research house specialising in the end-to-end research and analysis of the UK fund industry. It is the publisher of the quarterly Fundscape Platform Report, widely regarded as the industry benchmark for platform data and statistics in the UK. With many years’ industry experience, its team is well placed to provide unique insight into asset management and distribution trends, including product development, distribution and marketing.

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Selectapension

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.

Enquiries@selectapension.com
01892 669494

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Transact

Transact

Our proposition is to deliver the best service in the investment platform market. We achieve this through a combination of proprietary software and regionally aligned Client Service Teams. This is further enhanced by our Head Office Technical Support Team and field based team. Transact is top rated by CoreData and Investment Trends independent research surveys every year inclusive 2010-2019. We offer access to the fullest range of tax wrappers and assets. Portfolio valuations, purchases and sales, templates, tax and client reports are all supported via Transact Online.

Our service includes links to portfolio and asset review tools, access to cash flow modelling tools and the provision of data to third party service providers. We also provide access to trust services, over 100 Discretionary Investment Managers and all the major third party SIPP providers.

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