Our financial planning corporate members provide a valuable contribution that helps us to provide many of the events, training and professional development opportunities we offer to members.
If your firm is interested in becoming a financial planning corporate member, please view our financial planning corporate member & sponsorship opportunities brochure to review the range of benefits available to firms.
Alternatively contact us on:
+44 20 7645 0728
Aegon UK offers retirement, workplace savings and protection solutions to around 2,000,000 customers, and employs approximately 2,100 staff. Revenue generating investments totalled £59 billion as at 31 December 2014.
As an international life insurance, pensions and asset management company, Aegon has businesses in over 25 markets in the Americas, Europe and Asia.
Aegon are the only multi-channel platform provider in the UK, servicing the workplace, advised and direct markets.
With award-winning digital retirement services, Aegon was named one of the 30 most innovative companies in the UK in the Market Gravity Innovation Insider Index 2015.
Visit www.aegon.co.uk/advisers for more information.
The Association of Investment Companies (AIC) represents the interests of the investment trust industry and their members include a broad range of closed ended investment companies, investment trusts and VCTs. The AIC has 338 members and the industry has total assets of approximately £113 billion. The AIC lobbies on behalf of its members, promotes best practice and provides information and training on investment companies to financial advisers. To find out more about our training programme and information on investment companies please go to our adviser website
With its open architecture and unrestricted access to third party products and tax wrappers, the Ascentric Wrap is well positioned to meet the needs of advisers arising from the Retail Distribution Review.
We know you need more than just the right life and pension products to service your clients well. AvivaNewThinking.co.uk is just one way we're giving you the extra support you need.
Developed with some of the UK's leading experts, you'll find easy-to-use resources such as videos, books and guides on topics from social marketing to behavioural science. And you may be able to use them towards your CPD hours.
See how a little #AvivaNewThinking can make a big difference to your business.
AXA Wealth is part of the AXA Group, one of the largest companies in the world. We distribute a range of pension and investment products to help meet the needs of you and your clients.
We strive to provide you with market-leading propositions and specialist technical and business consultancy support to help you deliver the best advice to your clients and build a successful advisory business. Your success is our success.
Birthstar is a research and advisory firm, with specialist expertise in developing, analysing and benchmarking target date strategies. It brings together expertise in investment theory, behavioural science, and technology to deliver engaging user experiences, and target better customer outcomes. BirthStar® is a member of Level39, Europe's largest technology accelerator.
Independent financial researcher Defaqto provides a wide range of tools to support advisers' delivery of compliant, professional and efficient advice.
Defaqto's solutions include:
Dimensional Fund Advisors Ltd. aims to deliver the performance of capital markets and add value through portfolio engineering and trading. The firm's broadly diversified mutual funds are designed to precisely target the dimensions of risk identified through decades of research and capture their expected returns. As of June 4, 2010, Dimensional managed £110 billion for the clients of fee-only financial advisers and institutional investors worldwide.
ETF Securities is one of the world's leading, independent exchange-traded product (ETP) providers and a pioneer in commodity ETPs. Our work in this asset class is complemented by a range of other investment solutions including currency and thematic equity ETPs. We are dedicated to developing liquid, transparent investment products that can be traded on world stock exchanges. Likewise, we strive to deliver best of breed products, insightful investment research and excellent client service.
Fidelity Worldwide Investment was founded in 1969 and remains true to one simple goal – to achieve outstanding investment returns for their clients. To make that possible, over 350 investment professionals around the world are actively engaged in researching and managing equity, fixed income, property and multi asset portfolios for the benefit of individuals, institutions and multinational companies.
Henderson Global Investors is an international investment company with a strong reputation going back to 1934. With more than £75.2 billion* in assets under management its global client base includes individuals, private banks, third-party distributors, insurance companies, pension funds, government bodies, investment trusts and corporate entities.
As a pure investment manager focused on delivering performance for clients, Henderson offers investments across global equity, fixed income, currency and property asset classes, as well as alternative products such as private equity and hedge funds, providing investors with a strong choice of investment strategies spanning the spectrum of risk and return.
*Source: Henderson Global Investors, at 31 December 2013
IHCS are specialist healthcare brokers working with the IFP membership to develop and grow successful healthcare accounts. Our Health Advisor proposition utilisesthe buying power of the IFP to deliver premiums unavailable to IFA's working in isolation.
Contact Philip Nielsen or Jim Jackson on 01274 693020 or email email@example.com
IRESS is the leading software provider to the financial services industry, known best for its market-leading solutions including The Exchange, XPLAN, Trigold and MSO.
Its systems offer front, middle and back-office functionality for clients that range from financial service institutions through to independent operators.
IRESS strives for excellence in relationships with clients and industry bodies alike, working with the industry to face challenges and keep pace with industry developments.
iShares is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 750 funds globally across multiple asset classes and strategies and more than $1 trillion in assets under management as of September 30, 2015, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.
 Based on $4.65 trillion in AUM as of 12/31/15.
James Hay Partnership, the platform for retirement wealth planning, has been working with financial advisers and clients for over 30 years to administer pensions, savings and investments in a cost and tax efficient way. Today over 50,000* clients trust us to look after more than £16 billion* worth of pension and investment savings.
From the very first day we have challenged industry norms as we've responded to changing client needs - from being the first SIPP provider in the UK, through to developing our modular approach to retirement wealth planning, which we launched in 2013.
The Modular iSIPP embraces fair and flexible pricing meaning the customer only pays for what they use, while they use it. This has now been evolved through the Modular iPlan to include other non-pension wrappers such as GIAs and ISAs.
We are able to continue to innovate thanks to being part of the IFG Group, a focused financial services company specialising in the provision of independent financial advisory and administrative services.
Headquartered in Dublin, Ireland, IFG Group plc is listed on the Irish and London Stock Exchanges.
*as at December 2014
Everyone deserves a just retirement
As the FCA confirmed, the difference between a good retirement income and a bad one can be significant. That's why it's more important than ever before that clients can access your expert advice to help them make an informed choice and get the most out of their pension savings. In addition, the pension changes introduced in April 2015 mean that clients now have greater choice about how they access and utilise their pension pot to fund their retirement.
As a specialist provider of financial solutions for those approaching and in retirement, Just Retirement Limited can support you as you help your clients make the most of their pension and property assets by providing products that take advantage of these new pension freedoms alongside our award-winning service.
Our customer service has consistently been recognised by the industry, and we are delighted to have achieved 'five star' ratings in the Financial Adviser Service Awards Life and Pensions Provider category for the tenth consecutive year and the Mortgage Lenders and Packagers category for the seventh consecutive year. To find out more about our products and award-winning service click here.
We couldn't achieve this without the support of the financial intermediary community and the dedication of the people who work for Just Retirement. We will continue to develop our service and products, to provide the highest possible level of support to you.
Helping you help more of your clients get the retirement income they deserve.
Just Retirement Limited. Registered Office: Vale House, Roebuck Close, Bancroft Road, Reigate, Surrey RH2 7RU. www.justadviser.com Registered in England Number 05017193. Calls may be monitored and recorded, and call charges may apply. Lines are open 8.30am to 5.30pm, Monday to Friday.
Since entering the UK market in 2007, MetLife has been focussed on bringing clients a genuine alternative to all other retirement and investment solutions out there.
Our aim is to help you build financial freedom for your clients by offering financial security, whatever the economic conditions.
We offer a range of unit-linked guarantees across investment and retirement products, offering capital and income security, as well as the opportunity to lock-in investment growth.
Morningstar is a leading global provider of independent investment research. In the UK, our Adviser Workstation service provides valuable support for financial advisers in the critical areas of asset allocation and portfolio construction and management.
Morningstar has built an enviable reputation as a trusted source for insightful information on managed funds and for its expertise and understanding in supporting advisers to help customers make better investment decisions.
NS&I has been looking after the nation's finances for over 150 years. Today we're one of the UK's largest savings organisations, with over 25 million customers and over £100 billion invested. Backed by HM Treasury, we offer a range of secure products which can help to balance risk in your clients' portfolios.
Nucleus is a wrap provider founded in 2006 by a number of quality IFAs to initiate a sea-change in the investment and pensions market. The central innovation is the IFA based ownership structure and all that flows from this control.
Oasis, is a wealth management company focused on growing its clients investments through delivering excellence in performance, client service and administration. Oasis commitment to world-class wealth management solutions is offered through its innovative, ethical and sustainable products which are managed according to Islamic principles by a highly experienced and skilled investment team.
Parmenion provides investment solutions to Advisers, combining its award winning online platform based administration with discretionary fund management capabilities. We enable Advisers to deliver a sophisticated client investment service whilst building efficient, scalable and profitable businesses.
Parmenion is an independent company backed by some of the most experienced investment and technology executives in the industry.
People with health and lifestyle issues which could affect their life expectancy deserve more from financial products at retirement. At Partnership, we see retirement differently from the standard providers and use our underwriting expertise to offer these customers a better deal.
In fact Partnership has 20 years of proprietary medical and mortality data. This information, combined with our underwriting and actuarial expertise, give us the knowledge required to more accurately assess your client's likely life expectancy compared with the average. We can therefore often offer them better benefits than a mainstream insurer.
We cater for clients with a variety of lifestyle habits and health conditions, from the relatively minor such as a smoking habit and high-blood pressure, to the more serious such as heart failure, stroke, diabetes, and cancer.
First Class Service
Partnership is dedicated to providing excellent service, to every single client, every single time.
Our service includes:
The Value of Annuities
Partnership believes that annuities are going to remain a core element in retirement income planning in 2015. As a company that has championed 'shopping around' for over 10 years, we fully welcome the greater choice available to clients. Furthermore, we firmly believe that enhanced annuities will continue to be central to their desire to obtain security for their income whilst still achieving maximum value for their retirement. Some of the benefits of an annuity include
Working with the IFP to raise standards
Partnership is proud to once again be working alongside the IFP and its members to help promote deeper understanding of the marketplace, products and technical issues. We believe that the professionalism it promotes will be key raising standards across the industry and help to build consumer awareness during this period of change.
For more information on the core benefits of annuities, and details of our products, please visit our website at www.partnership.co.uk
*Tax is subject to change and depends on individual circumstances
Prudential plc is an international financial services group with significant operations in Asia, the US and the UK. We serve approximately
25 million customers and have £290 billion of assets under management. We are one of the best capitalised insurers in the world with an Insurance Group Directive (IGD) capital surplus estimated at £3.4 billion.
Schroders is an independent, dedicated asset manager with a strong heritage and culture based on over 200 years' experience of investment markets. We manage £276.2 billion on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of asset classes across equities, fixed income, multi-asset and alternatives.
Seven Investment Management (7IM) offers a unique combination of services to Financial Planners who wish to delegate investment management whilst keeping full control of the client relationship. 7IM provides a discretionary management service delivered via our team of specialist investment advisors, together with a range of multi-manager OEIC funds, and a wrap platform to allow you to oversee all your clients' investments. Call us on 020 7760 8777 for more details or to arrange a meeting.
Source is one of the largest providers of exchange traded products (ETPs) in Europe, with almost $20 billion* of assets under management. Source's range of products offers investors exposure to equity, fixed income and commodity markets worldwide. This includes low cost products that track key benchmark indices, actively managed funds and innovative "smart beta" products.
For more information, please contact firstname.lastname@example.org.
*Data as at 31/07/15
Established in Edinburgh in 1825, the Standard Life group is a financial services group whose principal activities consist of the provision of life assurance and pensions, investment management, banking and healthcare insurance products with approximately 10,000 employees spread across the UK, Canada, Ireland, Germany, Austria, India, Hong Kong and mainland China
Standard Life Assurance Limited (SC286833) is registered in Scotland at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH and is authorised and regulated by the Financial Services Authority. 0131 225 2552. Calls may be recorded/monitored. © 2008 Standard Life
Prestwood are the leaders in client facing financial planning software. In 2007 they launched 'Truth®' which has since helped hundreds of advisers move to more profitable financial planning models. Truth is easy to use with clients thereby creating powerful client relationships. It moves the focus off products and investments to what matters most – helping clients identify, achieve and maintain their desired lifestyle.
TIME provides tax efficient investment solutions and we’re proud to say we’re rather good at it – our original Inheritance Tax service boasts an impressive 20 year track record of successfully achieving Inheritance Tax savings for our investors. We’re dedicated to supporting the financial planner market; we don’t accept direct investments and we have a nationwide sales team on hand to assist financial planners in identifying solutions for their clients, dealing with technical queries and delivering one-to-one support.
Transact is the first independent, IFA-only Wrap service to be launched in the UK in 2000. Transact provides a full range of open architecture tax wrappers which can purchase, hold and report on virtually any asset that is tradeable and priceable in the UK, including all Unit Trusts, OEIC's, Investment Trusts, Equities, Gilts, VCT's, ETF's Hedge Funds and cash.
The Vanguard Group established the first index fund in the US in 1976 and today manages £1.7 trillion in assets worldwide.1
Vanguard established a UK presence in 2009 and offers UK investors a range of low-cost passive funds and five LifeStrategy single-fund solutions.
1 Data correct as at 31/03/2014. Vanguard Investments UK, Limited is authorised and regulated in the UK by the Financial Conduct Authority.
We're the UK's largest mutual life, pensions and investment company. When we first opened our doors in 1861, we wanted to help people to help themselves. And it’s been our way of thinking ever since.
As a mutual, we're owned by our customers. So you can be sure that absolutely everything we do has their long-term interests in mind.