o Benchmark - Helping you achieve more than you thought possible.
o We bring together high-quality financial advisers and best-in-class technology solutions with a vision to create the most effortless and rewarding financial planning experience. Our award-winning proprietary solutions cover practice management, compliance, platform, client portal and investment solutions. Built by planners for planners and designed to support advisers at every step of the journey; getting started, running your business more productively and efficiently, accelerating growth, or realising value. We have partnered with advisers for over 30 years’, delivering efficiency, consistency and simplicity for great adviser and client outcomes. Our tightly integrated software, with one, secure, intelligent sign-on delivers a single point of access to systems that share the same live data, for greater peace of mind. Our practice financing and buy-out options, with structured integration planning by our dedicated team, provide a long-term partnership approach to suit both buyer and seller. With £17 billion assets under advice, £4+ billion in DFM solutions, 1000 high-quality advisers and 450 dedicated staff, we’re creating a financial planning experience that sets a new benchmark. We call it The Benchmark Difference.

HSBC Life
www.life.hsbc.co.uk/
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) is a subsidiary of HSBC Bank plc and was founded in the UK in 1970.
HSBC Life (UK) Limited offers a range of insurance services to meet protection and wealth management needs and help clients to manage, protect and grow their wealth. Our services and solution are available through HSBC banking channels and selected third-parties, including financial advisers and aggregators.
For more information on HSBC Life (UK) range of services go to https://www.life.hsbc.co.uk/ and for more information on HSBC please go to https://www.hsbc.com

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.

We have a strong social purpose - a beacon within financial services. We provide products and services that help our customers achieve a better later life and believe that financial intermediaries are best placed to help people with the choices they need to make to achieve this.

There’s now more choice than ever for clients who are approaching retirement or already retired. We recognise that as a financial intermediary, you are the architect of your clients’ retirement plans. As the expert, you’re able to consider alternatives and recommend a product mix that provides secure and flexible income to last a lifetime. As a retirement specialist provider, we'll support you with dependable, first-class service.

Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £1.3 trillion*. 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 50 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 2021. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong. The AUM includes the value of securities and derivatives positions.

M&G Wealth, as part of M&G plc, are advice, platform, technical support and investment solutions specialists that offer; a multi-channel, advice driven, tech-enabled and sustainably-led, long term savings and investment solutions to fit the needs of a broad range of advisers and clients, on and off platform.
Find out more: https://www.mandg.com/wealth

• M&G Wealth Investments Model Portfolio Service (MPS)
The M&G Wealth MPS is designed to provide a comprehensive and high value solution that is flexible enough to support the breadth of your clients’ needs. We offer a range of cost effective, globally diversified model portfolios underpinned by M&G’s unrivalled multi-asset expertise, resource and approach.

Choose our MPS and we’ll take care of the portfolio management, asset allocation, fund research and risk monitoring required to help deliver your clients’ objectives. Which means you'll have more time for building and maintaining relationships with your clients and focusing on their financial planning needs for the future.
Pru:
As part of M&G plc, Pru is our long established pensions and investments company, with a rich history dating back 170 years. Known for its expertise in retirement solutions, smoothed investments and championing financial advice.
PruAdviser.co.uk. provides service and support for financial advisers to make working with us easier and to help advisers meet their business objectives and client’s financial goals. It aims to give advisers the answers they need, with up to date information on regulatory changes, knowledge and insight and supports doing business online.
Find out more:
• Pru Adviser - mandg.com/pru/adviser/en-gb

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

Orbis has been creating value for clients for more than 30 years.

We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, the company structure, and even the way we charge fees.

Our team of 60 investment professionals located around the world does comprehensive research evaluating businesses from the bottom up to identify businesses priced at less than they are worth with long-term prospects. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and to stand by them as long as we need to.

And our unique fee structure ensures we remain driven to deliver long-term returns.

Our purpose is to provide excellent investment performance to our clients through active management. By serving clients, we serve wider society. Channelling capital into sustainable and durable businesses accelerates positive change in the world.
In order to deliver for our stakeholders, we prioritise growing a sustainable business that takes a long-term approach. We are responsible for £731.6bn of assets (as at 31.12.21) for our clients who trust us to deliver sustainable returns.
We operate in 37 countries with over 5,700 employees. Our investment teams are based around the world, close to our clients and close to the markets in which they invest.
Funding the future is a privilege; we use it wisely and responsibly.
To find out more about Schroders and to read our latest insights, visit www.schroders.com
Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority.

SimplyBiz provides the very highest quality of comprehensive compliance and business support to the 5 000 financial advisers throughout the UK who choose to use our services. During our successful nineteen 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 benefit the firms we serve and their clients? Each staff member of our 500+ strong team understands that advisers and their needs are central to everything we do and our culture and ethos places the firms we serve firmly at the heart of everything SimplyBiz does. We offer the experience, expertise and regulatory guidance that puts advisers firmly in control of their own businesses.

TIME Investments is a specialist investment manager focused on delivering long-term investments that seek consistent and attractive risk-adjusted returns. We take a deliberately defensive approach investing in asset-backed and income generating assets, predominantly through infrastructure, real estate and lending. TIME Investments has a long track record in fund management with over 30 investment specialists within the renewables, lending and property teams.

www.aviva.co.uk/
• Aviva are the UK’s leading Insurance, Wealth & Retirement business and we operate in the UK, Ireland and Canada.
• We help our 18.5 million customers make the most out of life, plan for the future, and have the confidence that if things go wrong we’ll be there to put it right.
• We have been taking care of people for 325 years, in line with our purpose of being ‘with you today, for a better tomorrow’.
• Aviva is a market leader in sustainability. In 2021, we announced our plan to become a Net Zero carbon emissions company by 2040, the first major insurance company in the world to do so. This plan means Net Zero carbon emissions from our investments by 2040; setting out a clear pathway to get there with a cut of 25% in the carbon intensity of our investments by 2025 and of 60% by 2030; and Net Zero carbon emissions from our own operations and supply chain by 2030. www.aviva.com/climate-goals www.aviva.com/sustainability

Connecting financial advice

Every day, thousands of financial advisers rely on our data and products to help their clients meet their financial goals.

Trusted for our technology solutions, research & analysis, and expert insights, we provide transparency and enable efficiency to streamline the advice process – giving financial advisers more time to focus on their clients.

Our FE fundinfo Financial Advice Hub helps advisers onboard and engage their clients, create financial plans, analyse investment options and invest in managed portfolios.

We believe in making the industry Better Connected and Better Informed to help you and your clients make better investment decisions.

Iress: We’re the global technology crew on a mission to make it easier to love financial services.Every day we partner with financial services businesses of all sizes to help them grow, lead and deliver more for their customers.At the heart of our mission is our belief that technology should help people perform better. That’s why we build the best financial services technology connecting everyone who makes the industry go around so that you and your customers can love what you do.Come and see us on our stand and we’ll show you why over half a million people worldwide choose our software to help them do more of what makes them.

Legal & General Retail covers the savings, protection, mortgage and retirement needs of about 12 million retail policyholders and workplace members. We’re a UK market leader in life insurance, workplace pensions and retirement income.

LV= are a protection, investment and retirement specialist and one of the UK’s leading life and pensions mutual insurers. We help our members and customers protect their income while they are working and maximise it when they stop. By doing this we enable people to live financially confident lives.

We put protecting income at the heart of our menu of personal protection solutions, making it easy for you to recommend us to your clients.

We work with a wide range of financial advisers and it’s through them that the majority of customers will buy our products and services. That’s why we’re here to offer you support, training, development and technical guidance to help you and your business thrive.

Morningstar Wealth brings together capabilities across Morningstar's business, to meet the specific needs of financial advisers. Offering an integrated suite of products and services, we enable advisers to access Morningstar’s renowned insights, investment products, powerful technology, and advice practice workflow solutions; from professionally managed investments to an investment platform.
Advisers can select a personalised range of products and services that align with their specific business and client needs.

Winner of Schroders UK Platform of the Year 2022, Parmenion is a rapidly growing, technology and investments solutions business. We manage in excess of £10bn and are the partner of choice for more than 1,500 adviser firms looking after over 70,000 clients. Building investment solutions and our own technology means we deliver the service that meets, and often exceeds, financial advisers and their clients’ expectations. Our platform is a joy to use – and evolves quickly in a process of constant, continuous improvement.

Scottish Widows enjoys a proud history of helping people plan for their financial futures for over 200 years. Today, as one of the most recognised and trusted brands in its sector*, they have over 6 million customers across a broad product range including life cover, critical illness, pensions, annuities, savings and investment products.

The brand is known for its iconic advertising, with a series of famous commercials using its living logo - the Scottish Widow. 'Taking on your Future Together' is their current brand message and it underpins everything they do - from delivering expertise, guidance and insight, to providing products to help people plan for their futures.

Scottish Widows has been recently recognised for its service by both intermediaries and employers, securing 5 Star ratings at the Financial Adviser Service Awards 2022, as well as winning the UK Pensions Award for DC Master Trust of the Year and Pension Provider of the Year at both the Pensions Age Awards & Workplace Savings & Benefits Awards.

Customers can access Scottish Widows' products and services through Independent Financial Advisers.

* Spontaneous Awareness rank: 1, Trust (Character) rank: 3, Trust (Competence): 3. IPSOS, December 2022.

We’re the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.

Our sector is being held back by old tech, dismal processes and misaligned interests. Together they create pointless complexity for financial planning and investment professionals, and provide outdated, overpriced experiences for customers. We started afresh, with a low-cost, hyper-efficient and (genuinely) API-first technology infrastructure.

Our technology and operations power the investment platforms of some of the UK’s most forward-thinking financial planning and wealth management firms, including P1 and Radiant.

A regulated custodian and ISA/SIPP provider, we have the disruptive mindset and ambitious mission to shake things up, along with the commitment and substance to not screw them up.

We’re proud to be part of Octopus, the £12.5 billion group that's on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Ventures.

Bordier UK is an award-winning specialist investment manager that provides investment management solutions to advisers and their clients in the UK. For over 40 years we have been committed to working closely with advisers to develop a comprehensive and flexible range of high-quality services to meet the demands of a modern adviser business. We are part of the Bordier Group, which is built on solid foundations with a strong Tier 1 capital ratio of 33.7%. Established in Geneva in 1844, the Bordier Group operates in six countries across three continents, managing assets of circa £14.4bn for approximately 4,200 families.

Ext. Marketing is a full-service, financial marketing agency with offices in New York, London and Toronto. Our clients include many of the biggest brands in the investment management and insurance industries, as well as family offices, hedge funds, private equity firms, wealth advisers, industry regulators and early stage companies looking to raise capital.
Benefit from collaborating with a scalable team that thrives on applying their deep industry knowledge and award-winning creative thinking to deliver results. Our extensive research approach, which includes an in-house Bloomberg terminal and team of analysts, will also give you the confidence you need when working with a trusted agency like Ext..
Our job is to help our clients embrace change and grow in the evolving financials sector. We take that role seriously.
Take the yellow seat with Ext.

Guinness is independent and focused purely on investment management. Our in-house economic, industry and company research allow us to take an independent view and not be led by the market. Our size and specialist nature also enable us to respond quickly and efficiently to market movements.

At heart Guinness Global Investors is a value (or growth at reasonable value) investor. We combine strategic sector selection with a fundamental screening process to identify stock opportunities.

Trusted by investors to grow capital in the tax-advantaged environments of VCT, EIS and Business Relief, the award-winning team at Guinness Ventures are experts at unlocking potential in growth-stage companies.

NS&I offers a range of financial 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 absolute peace of mind for both advice firms and their clients. Our most well-known product is Premium Bonds, but we also offer savings accounts and ISAs. NS&I is committed to supporting the financial advice industry in looking after the finances of many of NS&I's high value customers. Currently we have over 1 million customers with £50,000 or more invested with us, and over 11,000 have over £1 million invested with us. Many of these customers will have financial advisers. Visit www.nsandi-adviser.com for more information.

Rebalance Model Portfolios. Generate Factsheets. Message Investors. Log Consents (where required). Quattro is highly-configurable SAAS aimed at IFAs and Wealth Managers helping you to scale your business.

DD|hub – free due diligence data for advisers

FCA rules are clear – suitability means advisers must research the market, then “conduct detailed due diligence on the recommended solutions” (TR14/5). FOS is now also considering adequacy of adviser due diligence.

DD|hub streamlines the process, giving advisers free online access to due diligence data from discretionary managers, platforms and multi-asset funds:

• Comprehensive library of questions/responses
• Optional scoring, to keep track
• Comprehensive reporting and evidencing
• Receive updates for monitoring

Consumer duty (and the latest Dear CEO letters) bring this into sharp focus: advisers must get this right and document their reviews.

Register free: ddhub.co.uk/AdviserRegistration.

Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes. Unlike other digital financial planning products available in the market, Fintegrate is tailored to meet the specific needs of each financial planning firm. The platform offers automation, including risk profiling, portfolio reviews, portfolio risk analysis, recommendation builder and white-labelled client reporting, to streamline the most time-consuming and challenging areas of the financial planning process. By aligning with each firm’s Centralised Investment Proposition, Fintegrate eliminates disjointed advice processes, reduces costs and business risk, and ensures the delivery of consistent client outcomes.

Model Office (“MO®”) is a RegTech platform that allows firms to self audit and automate their compliance diagnostic, gap analysis and audit report phases and receive tailored tasks, dashboard alerts and resources to manage goverance risk and compliance (GRC) end-to-end, improving professional practice and lines of defence whilst cutting compliance time and costs such as Professional Indemnity Insurance renewals.

MO®’s algorithms benchmark firms GRC activities against all relevant FCA regulations,such as KYC, AML, Suitability, MiFIDII, SM&CR. ESG and the Consumer Duty and their peers plus gain regulatory data, MI and integrate with back-office tech to report and evidence compliance.

The award-winning P1 Platform is a low-cost adviser-led investment platform. We work with advisers and wealth managers, listening to their needs and using technology to overcome the existing limitations dominant in our industry. We focus on efficiency, which allows us to save clients’ money while saving advisers time.

Unburdened by legacy technology, the P1 Platform provides a paperless, fully digital experience from account opening to transfers and reporting. Integrated into the software advisers use to manage their clients and business. All supported by industry recognised customer service. We’re focused on delivering efficient core adviser platform functionality at a market-leading price.

Performance Leads are one of the UK's Top 3 financial services lead generators. They distribute over 3000 paid web search Financial Advice, Pension Advice, Annuity & Equity Release leads each month to over 100 partners throughout the UK.

Performance Leads are one of only 4 lead generators approved by SJP Head Office to supply enquiries to their Partners. In addition, they have been approved by Tenet centrally & are an Affinity Partner for Quilter.

The owners Ed & Neil have owned & run digital marketing companies since 2005 & the collective team have over 50 years of experience within the financial services lead gen space.

Later in 2023 they will also be launching the UKs first online Directory listing all FCA approved Financial Advice firms.

WAY Trustees Limited offers a distinctive collection of flexible trust solutions that aid in safeguarding family wealth through intergenerational tax planning for the long term. Their professional trustee service simplifies the administration and management of trusts as well as assisting clients in overcoming obstacles to lifetime gifting by providing access to capital and enabling family funds to be protected and passed down, all the while shielding against social factors such as divorce.