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.
To find out more visit aegon.co.uk/advisers
*Asset value is correct at August 2018, all other information is correct at May 2017
BMO Global Asset Management is a global investment manager with offices in more than 25 cities in 14 countries, delivering service excellence to clients across five continents. We have over £190bn in assets under management, as at 31 January 2019.
Our four major investment centres in Toronto, Chicago, London and Hong Kong are complemented by a network of world-class specialist managers strategically located across the globe: BMO Real Estate Partners, LGM Investments and Pyrford International Ltd. BMO Global Asset Management is a signatory of the United Nations-supported Principles for Responsible Investment initiative (UNPRI).
BMO Global Asset Management is a part of BMO Financial Group, a highly diversified financial services provider based in North America with more than 45,000 employees.
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.
Your Future, Our Focus
James Hay is a secure, well capitalised platform for retirement wealth planning.
We have worked with financial advisers and investors for 40 years to administer pensions, savings and investments. Today over 58,000* investors trust us to look after more than £25 billion* worth of assets.
From the very first day we have challenged industry norms as we've responded to changing investor needs - from being one of the first SIPP providers in the UK, through to developing our modular approach to retirement wealth planning, which we launched in 2013.
James Hay is part of the IFG Group, a focused financial services company specialising in the provision of independent financial advisory and administrative services.
*as at December 2018
Legal & General Investment Management (LGIM) is one of Europe's largest asset managers and a major global investor, with total assets under management of £985 billion *. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors, retail investors and direct investors. Throughout the past 45 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes including fixed income, equities, multi-asset, real assets and cash. Our capabilities range from index-tracking, active and exchange-traded strategies to liquidity management and liability-driven risk management solutions.
* Source: LGIM internal data as at 30 June 2018. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor. Data includes derivative positions.
At IRESS, we believe technology should help people perform better.
Businesses of all sizes choose IRESS technology to enhance their impact, performance and customer relationships. Together, we help them find better ways to manage investments, navigate financial markets, deliver high quality financial advice, simplify mortgage applications, find and compare insurance and create better customer experiences.
We started in Australia in 1993. Today we're a growing team of 1,800 talented people in the UK, South Africa, Canada and Asia Pacific, designing and delivering the technology to help the financial services industry perform at its best.
more 2 life have been leading the way in modern retirement lending since launching in 2008. By designing flexible lifetime mortgages to meet the changing needs of today's over 55s we have cemented our name as an innovator in the market. We are now one of the UK's largest lifetime mortgage lenders having originated more than £2 billion in loans to our customers.
Working solely with qualified advisers, we offer flexible loans with LTVs from just 5% all the way up to 55%, and we can lend as little as £10,000, or as much as £1.85 million.
We're passionate about helping advisers achieve the best financial outcome for their clients, which is why our plans come with a range of modern lending features as standard.
Orbis is a global investment firm, managing around £29 billion of assets. We have been creating long-term value for our institutional clients since 1990, and have now made our investment expertise available to UK retail investors. Founded in 1989, we are a privately owned firm with offices across 5 continents. Our largest presence is based in London across our two offices. 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. UK investors can now access two Orbis funds, our Orbis OEIC Global Balanced Fund and Orbis OEIC Global Equity Fund.
Quilter Investors is trusted to manage £18.8bn (as at 30 September 2018) of assets on behalf of investors.
Our investment approach is based on building robust portfolios that are diversified across international markets and across the widest range of investments to access the best opportunities, managers and asset classes. Working closely with advisers, we design solutions which deliver steady, incremental gains in a clear and transparent way.
Our experience, expertise and excellence in multi-asset investing provides customers with the confidence to invest in their future.
Standard Life is a leading life savings business that has been successfully helping customers with their life savings for nearly 200 years. We are based in the UK and are trusted by over 4.5million customers, helping them to manage their life savings so that they and their families can enjoy a better future. We aim to be customers' first choice for their savings and our expertise is underpinned by a deep understanding of the current and future needs of our customers and clients, and their advisers. We invest to support these needs and help our customers as they plan their future.
Standard Life is part of Standard Life Aberdeen plc and able to draw on the financial strength and investment expertise of a FTSE 100 and Fortune Global 500 company that is one of the world's largest investment companies.
Clever's highly sophisticated software system uses proprietary data and complex computer algorithms to select and continually monitor funds. The Clever system drives two main propositions - CleverAdviser, the UK's first fully quantitative fund selection and monitoring solution for financial planners and CleverMPS, a unique fully quantitative managed portfolio service.
CleverAdviser - a solution designed to help financial planners with fund selection and switching decisions. CleverAdviser has a built-in white labelled email system that allows advisers to communicate fund switching recommendations to their clients at the click of a button.
CleverMPS - a brand new managed portfolio system powered by the same sophisticated software and delivered in conjunction with 8AM Global. The strategic asset allocation of these portfolios is maintained in line with the respective Dynamic Planner risk profile, providing diversified exposure to at least 6 asset classes.
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 platform by independent research from Platforum. Visit our stand at the Money Marketing Interactive conference to find out how our proposition can add value to your business.
www.feinvest.net / [email protected]
Lead Tech, lead generation but better
Lead Tech are an award-winning business with over ten years' experience generating high-intent leads for financial advice firms. Our five-star Trustpilot rated consumer-facing brands receive over 1 million visits each year and we generate over 100,000 leads annually.
We don't just provide leads. We work with our partners to build real partnerships and help them develop strategic growth plans. This means working with them to gain an in-depth understanding of their business and its needs to create agreed benchmark and performance metrics.
The SimplyBiz Group is a leading financial services technology business and the largest provider of outsourced regulatory and business support services to the financial services market, currently supporting over 25% of advisers in the UK.
Through acquisition, organic growth and innovation, we now have 16 leading brands, across all key sectors including investments, mortgages, insurance, consumer credit, workplace, estate planning, fintech, regtech and surveying.
Through our core advisory service brands, we now support over 3,700 advisory firms and a further 8,500 advisers via our fintech platform.
Ever-evolving as a Group, our ethos is to provide excellent consumer outcomes at its core whilst creating an environment within which advisers can develop their product provision, knowledge and understanding and therefore their firms can thrive.
Supplier Hub Partners
Model Office-MO® is a RegTech platform that allows firm to benchmark their compliance and professional practice against The FCA regulations and their peers. MO®'s algorithm cuts through the industry noise and provides tailored tasks and resources so firms can improve compliance and business development scores via a holistic regulatory dahboard and integrate with back office technology to scrutinise firm data and provide streamlined regulatory reports. MO® an Artificial Intelligence driven chat bot also provides guidance on how to improve performance and stay ahead of the compliance curve.
The system also provides financial dashboard to showcase the firm's financial strengths and help merger and acquisition due diligence and offers auto completed professional indemnity applciation form all of which potentially reduces costs and time.
P1 Investment Management (P1) is an adviser-led discretionary fund manager. Launched in 2016, P1 was developed from an IFA which having been operating and running portfolios since 2012.
P1 works closely with IFAs and uses technology to overcome the restrictions and limitations dominant in existing investment solutions. This allows us to provide efficient and effective solutions including; ethical and sustainable portfolios, passive portfolios and hybrid portfolios and our own investment platform, all at market leading prices.
P1 has a key focus on ethical and sustainable investing. It strives to raise awareness around the fundamental importance of ethical investment and increase familiarity with the concept. We specialise in the various approaches used for investing ethically.
Para-Sols & Apricity Compliance
Para-Sols and Apricity Compliance are sister companies, and together they are changing the face of outsourced paraplanning and compliance support in financial services.
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.
Apricity is the new kid on the compliance block - helping advisers, planners and their firms be compliant in as simple a manner as possible. We aim to help you set up your business so that all future output is naturally compliant in a personal way to make your compliance experience positive, helpful, even enjoyable!
Financial services. But not as you know it.
PortfolioMetrix are a multi-award winning, innovative 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 years, 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 doesn't undermine the financial planning process. This is achieved through our academically-robust, risk-based investment approach.
WealthExplorerTM is integral to the PortfolioMetrix customised service. A proprietary owned and designed software system, WealthExplorerTM, is purpose built 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 outcomes, when utilised by financial advisers.
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.
The Quilter Financial Adviser School provides academic and skills training on CeMAP, DipFA and Advanced DipFA qualifications. We are part of Quilter whose aim is to create prosperity for the generations of today and tomorrow. We are longstanding supporters of financial advice, as we believe people who take advice are more likely to reach their financial goals. The school forms an important part of this by:
• helping learners achieve the knowledge, skills and behaviours required to have a successful career as a financial adviser
• helping existing advisers grow their businesses with the opportunity to sponsor learners going through the Quilter Financial Adviser School
The Financial Adviser School is set up to help people start or further their careers in financial advice. We aim to give fledgling financial advisers a career, not just a qualification. For existing advisers, we offer a structured programme to achieve the advanced qualifications leading to Chartered Status with The London Institute of Banking and Finance (LIBF) - the gold-standard of financial advice.
Incisive Media Events has partnered with BusinessGreen, the UK's leading green business media brand, to help deliver on our sustainability strategy. Incisive Media Events mission in partnership with BusinessGreen is to create a genuinely sustainable events business.
As part of the new strategy, Incisive Media will commit to working towards the ISO20121 https://www.iso.org/iso-20121-sustainable-events.html sustainable events standard.
Our goal is to reduce our paper consumption, improve recycling rates, curb food waste and cut red meat at all our events. We will also look to deliver carbon offsetting at our events wherever relevant. In addition, we will be asking all suppliers to provide detailed information on their sustainability credentials and initiatives, we will ban plastic straws at all of our events, and we will focus on and highlight how to travel to our events via public transport.
For more information about BusinessGreen go to https://www.businessgreen.com/.