Market positioning At Canada Life, our strategy is to be a leader in our chosen markets: retirement, investment and protection. Where traditionally we focused on targeting a specific segment of financial advisers, our footprint and proposition now increasingly covers a wider range of advisers. We promote a range of wealth management related products to financial advisers, corporate advisers and employee benefit consultants including onshore bonds and retirement income solutions. We also participate in the bulk annuity market. We specialise in Group Life Insurance products for employers which are targeted at corporate advisers and employee benefit consultants. As part of the wider Canada Life proposition, offshore bond and estate planning solutions are marketed to financial advisers by Canada Life International. In November 2013, Canada Life Investments launched five risk-rated multi-asset portfolios for the UK retail market. On 3 October 2018, we became the brand name for Retirement Advantage’s entire product range. Integrating Retirement Advantage with Canada Life is helping us strengthen our protection, wealth management and retirement markets, plus develop new products. Who we are At Canada Life, we provide retirement, investment and protection solutions to individuals, families and companies. We have 3.4 million customers, 470,000 pension annuities in force, and manage more than £38.3 billion of equities, fixed income and property, as well as a comprehensive multi-asset range through our investments division. We sell products to individuals and corporate entities located in the UK through financial advisers. We are a UK-based subsidiary of the Great-West Lifeco group of companies, which has operations in Canada, the United States, Ireland and Germany. We’ve been operating in the UK since 1903 and currently have over 1,200 employees here. We’re committed to being a fair, inclusive company where everyone feels they belong, has a voice and an equal opportunity to succeed and thrive. Beyond our products and solutions, we care deeply about strengthening the communities in which we live, work and do business. In 2019, we donated more than £75,000 to a wide range of charities and communities, including Shelter, Help Bristol’s Homeless and Histio UK. In response to COVID-19, we supported the NHS by donating £125,000 as well as £20,000 to the Manx Solidarity Fund. Now, more than ever, we recognise that environmental considerations and opportunities must become part of our day-to-day business operations. In 2019, we published an environmental, social and governance (ESG) policy to underpin our investments division and set up an employee-led sustainability group to drive change from within our colleague community. Heritage We’re proud of our heritage. Our parent company, Great-West Lifeco, is a financially strong, stable and modern global organisation. The oldest Canadian life assurance company, Great-West Lifeco’s foundation traces back to 1847 – meaning we’ve been of helping our customers plan for the future for more than 170 years. Since 1903, we’ve also been supporting advisers, customers and colleagues in the UK as we build better futures together. We’ve built on the incredibly strong foundation of our parent company and our continued focus on customer care, colleague development and transformation is testament to our commitment to being the right partner for the long-term.
Aberdeen Standard Capital is the discretionary investment manager of Aberdeen Standard Investments. We focus on providing the best financial outcomes for our clients through a wide range of investment solutions. As we are independent, we can select funds and securities from the whole of the market. We manage c.£6.5 billion of assets (30/06/2019) on behalf of private clients, charities and pension schemes, who all benefit from our commitment to providing excellent client service. As the benefits of outsourcing become firmly established, we believe our Tailored Managed Portfolio Service offers a solution that meets the individual needs an adviser’s business and their clients. Our responsible investing capabilities are widely recognised across the industry, as we endeavour to support a more sustainable world.
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.
Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £1.2 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 2020. 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.
Personalised regulatory and business support built around your businessAt Signature, we have a simple mandate - to provide the very best regulatory and business support to large IFA, discretionary and wealth management firms.
i4C is a single unified application that can be used by all planners, for all of their clients. The true power of a cashflow planning tool comes from using it live and interactively with clients. That is why i4C is highly intuitive, easy to use, engaging, and packed with functionality. It is comprehensive enough to handle all aspects of lifetime planning, including tax. We believe tax is crucial given so often the value of the advice is in the tax planning. Firms who have adopted i4C’s cashflow planning tool have seen significant growth in fees per head, clients and referrals.
At Iress, we are a global team of 2,000 people building software that helps the financial services industry perform at its best.From the world’s most iconic financial services brands to advice firms of all sizes, challenger banks, insurers, investment managers, traders and brokers, more than 9,000 businesses and 500,000 people use our software to help them perform better and deliver more.
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.