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.
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.
Aegon - helping people achieve a lifetime of financial security
At Aegon, we want to enable people, through employers and advisers, to make empowered choices for the moments that matter. And we believe getting more people to access financial advice will improve their financial wellbeing.
We use our insight and expertise to offer long-term savings and retirement solutions, workplace savings propositions and protection solutions to help your clients get closer to their financial goals.
We’re dedicated to working in partnership with you and your business, championing the value of your advice and providing insight and support to help you navigate uncertain times.
To find out more visit aegon.co.uk/advisers
Dynamic Planner is one system for all your financial planning needs, enabling you to match people with suitable portfolios through engaging financial plans. It is an end-to-end, risk-based system, combining intuitive, financial planning technology with a trusted, independent asset risk model.Founded in 2003, at the heart of Dynamic Planner is an asset risk model, with a 16-year track record of ensuring investment suitability and using more than 2,400 covariance correlations to assess the risk of tens of thousands of investments and client portfolios daily.Dynamic Planner is used by leading asset managers to risk profile or target more than £220bn of investments. Its technology is mobile-friendly, secure, cloud-based and integrated with leading industry CRMs and platforms and providers.
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 31 December 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.
About Octopus InvestmentsOctopus Investments, part of the Octopus Group, is a leading specialist investment business with over two decades of experience, dedicated to delivering tax efficient investment solutions to financial advisers and investors across the UK. We are the largest provider of VCTs, EIS and BPR-qualifying investments and an active investor in UK smaller companies.At Octopus we champion the value of financial advice and passionately believe that more people and their families could benefit from financial planning. We want to change the world of investments by offering a straight-talking approach, exceptional customer service and products that aim to do what they say they will.
About Octopus GroupOctopus is a group of innovative, entrepreneurial businesses investing in the people, ideas and industries that will help to change the world. We are experts in financial services and energy, and we’re also a certified B Corp, meaning we care as much about the impact of our investments as the returns they generate. Today we manage more than £10* billion on behalf of retail and institutional investors. Our energy supply business is one of the fastest growing companies in the UK, reaching 2 million customers in just five years, and is the only supplier to be recommended by Which? four years in a row.Octopus Energy, Octopus Giving, Octopus Moneycoach, Octopus Investments, Octopus Renewables, Octopus Real Estate, Octopus Ventures, Octopus Wealth and Seccl Technology are all part of Octopus Group. Visit octopusgroup.com.
*Includes funds under advisory mandates and the Octopus Cash service as of 31st March 2021.
As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries and high net worth individuals.For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. They trust us to deliver sustainable returns through times of economic prosperity and of uncertainty.We are a global business, managed locally. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business.As an active investment manager we believe that we have an important role to play in driving better outcomes for our clients and society as a whole. We bring together people and data to identify the trends that will shape the prosperity of individuals, businesses and future generations.
The ‘7’ in 7IM refers to the seven original founders of the business. Back in 2002, they couldn’t find a firm they trusted to manage their families’ money properly – so they started the kind of organisation they’d like to invest with themselves. Today, more than 400 talented people manage over £17 billion for a range of clients.
We work in partnership with advisers to make the most of their clients’ investments. Discretionary investment management, ready-made portfolios, funds and platform are all there to make it easier for advisers to provide an exceptional all-round service.
Our goal is simple: to support advisers at every stage of their journey, help them maximise the value of their business and drive exceptional financial planning experiences and outcomes for clients.Our proprietary solutions are at our heart. We support the full end-to-end financial planning process, delivering measurable advantages through integrated practice management, regulatory support, client portal and investment platform with its own discretionary permissions. Administering £18bn of assets, we work with over 1600 advisers to achieve the “Benchmark advantage”; the value created through superior productivity and experience, by providing invaluable guidance and helping them through their lifecycle; starting a business, running more effectively, accelerating growth through to exiting.And our approach is different: we bring together quality advisers, deliver the digital tools they need to excel, provide a choice of leading investment solutions, and remove inefficiencies so they can deliver great service and achieve better client outcomes.
At Charles Stanley, our investment services are designed to give you the time to look after the personal and professional relationship with your clients whilst we, operating within your agreed parameters, take over the responsibility of looking after your clients’ investments. With more than 200 years’ proven experience, we have created financial security for many tens of thousands of people, and as at 30th June 2021, manage and administer in excess of £27 billion.Depending on your requirements, we will work with you to implement an investment solution that is right for your client. The Charles Stanley commitment, better support for you, better investment solutions for your clients.
At FE fundinfo, our range of services for advisers are designed to drive your investment proposition; helping you make better investment decisions, demonstrate regulatory compliance, and communicate with your clients.
Pictet Asset Management is an independent asset manager offering investment services around the world . We have had an office in London since 1980. This is an investment centre with nearly 400 employees, where we have a team looking after our UK clients. Our key investment capabilities include: Global Thematic Equities, Multi Asset, Emerging Markets Debt, Global Fixed Income (including Absolute Return Fixed Income and Strategic Credit) and Alternative Investments. We manage £187 billion in assets as at the end of March 2021. We are convinced that Environmental, Social and Governance considerations can help us make better long-term investment decisions for our clients. For decades, sustainability has been central to our way of thinking. Since the Pictet Group was founded in 1805, we have aimed to ensure the prosperity of our clients over the long term.
WAY Trustees offer a national, niche professional service, exclusively focused on creating trusts and managing family wealth for people wishing to protect their assets from the potential for family dynamic changes. Acrobat Trust by WAY Trustees is the most robust yet flexible family asset protection facility on the market, having been designed specifically with family wealth preservation in mind. Part of the long-established and well-respected WAY Group, WAY Trustees has a single focus: the establishment and management of family trusts for the moderately wealthy. They have been responsible for setting up some 1200 individual trusts containing assets of almost £200m. The Acrobat Trust by WAY Trustees protect the wishes of the settlor and help ensure the security of inter-generational wealth.
www.akonihub.com/homeAkoni provides Cash-as-a-Service with a cash marketplace and cash management solution to the wealth sector. The white label platform works with Private Banks, Wealth platforms and IFA/Wealth management firms providing solutions for their end-customers. This addresses risk/regulatory requirements, as well as benefits to clients across a range of holistic financial wellness relating to cash, including for clients targeting cash and digital solutions for inter-generational wealth transfers.Benefits to our wealth partners for the firm and end-customers include:• Providing Relationship Managers/Wealth managers and advisers with visibility of cash, enabling ongoing tracking of cash from multiple sources, as well as a self-service platform for clients.• Increasing returns on cash for clients, specifically during a covid19 environment with BoE rates at 0.10%, we still have banks paying 10x.• Spreading risk/multi-bank management - across FSCS government guarantee and using Fitch Financial Implied Ratings (FIRs)• Ensuring regulatory and governance obligations are met - including Investment pathways cash solution and fiduciary obligations relating to cash within wraps.• Increasing assets under influence, by including customer cash both on and 'off-platform'• Cash solutions for inter-generational wealth – with digital ‘family’ portfolios across generations, as well as business, charitable and personal cash management. The platform provides fully digital AML/KYC with no form filling; leveraging Open Banking for a full view of all cash and savings prompts. This is especially beneficial during these times of remote work.Akoni is an API first platform in addition to a portal option. We also provide rapid deployment roll-out and work with various top 10 IFA firms as well as platforms. The firm is FCA regulated and works with banks including Barclays, Redwood, Investec, Aldermore, Arbuthnot, Cater Allen, amongst others.Akoni has been featured in Forbes, The Banker and Euromoney with wealth innovation featured on The Breakfast Show by 11:FS and NextWealth, and Akoni winning the Open Up Banking Challenge grant from Nesta.
What is DD|hub?DD|hub is a comprehensive library of due diligence questions, with responses from major discretionary investment managers and specialist boutiques. It provides a simple, centralised solution for advisers to manage the DFM due diligence process.Learn more here.Don't be fobbed off with a standard DDQ pack – select your own DD questions to match your requirementsFeatures• A library of over 360 due diligence questions to choose from• Or use a pre-built question set to get started quickly• Review multiple managers• Use filters to sift the number of managers you look at• Flexible framework, to help you record your assessment• PDF and Excel Data export• Follow investment managers for ongoing compliance• Free to advisers – register now
P1 Investment Management (P1) is an adviser-led discretionary fund manager and platform operator. We work closely with IFAs and wealth managers using technology to overcome the restrictions and limitations dominant in existing investment solutions. Doing so allows us to provide efficient and effective, low-cost solutions.
The P1 Platform is built using modern APIs, unburdened by legacy technology to provide a paperless, fully digital experience focused on delivering efficient core advised platform functionality at a market-leading price. Industry recognised service supports our efficient platform.
Our award-winning investment services include model portfolio services (sustainable, passive and hybrid investment portfolios), bespoke standard and ethical portfolios, AIM/IHT portfolios, and mandated portfolios - allowing you to shape portfolios while benefiting from P1’s expertise.