• 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
Bordier UK is an award-winning specialist investment manager that provides investment management solutions to advisers and their clients in the UK and around the world. For over 30 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 32.1%. Established in Geneva in 1844, the Bordier Group operates in six countries across three continents, managing assets of circa £13.4bn for approximately 4,200 families.
At Canada Life, we provide retirement, investment and protection solutions to individuals, families and companies. Our simple, secure and flexible pension plans and annuities can help your clients to make the most of their retirement. The Retirement Account is a low-cost personal pension plan that can be adapted to suit your client’s changing needs. Key benefits• Bring all your pension pots together under one plan• Choose from a wide range of investment funds• Enjoy a regular income or lump sums from the age of 55• Provide for your family when you die
Visit our website for more information.canadalife.co.uk/retirement
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 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. The retirement side of our business helps our customers lead more colourful later lives.
LV= has been providing financial stability to customers since 1843 through our range of investment and retirement income solutions. We have a dedicated team of experts with a wealth of retirement and income planning expertise to support you. We’re committed to helping your clients live confident in retirement, and our Smoothed Managed Funds have been designed to deliver a low volatility investor experience for risk-sensitive clients, whilst providing an investment journey that’s simple and transparent. Our awards: • Defaqto Gold Service Rating for Investment Bond service• Defaqto Gold Service Rating for Pension• Moneyfacts 5-star rated SIPPSpeak to our team today to learn more: Call: 0800 032 8298Email: email@example.comVisit: lvadviser.com/smoothed-investments
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.