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

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.

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.

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.

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.

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.