Octopus 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 Group
Octopus 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.

Aegon - helping people achieve a lifetime of financial security
We’re one of the UKs largest providers of life insurance, pensions and asset management. As part of Aegon N.V., we benefit from global strength combined with our experience and deep understanding of the UK market.
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.
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. That's why we're proud to be the first founding partner member of the Initiative for Financial Wellbeing (IFW) – a not-for-profit organisation supporting the financial planning sector with financial wellbeing initiatives.
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

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 financial intermediaries are the architect of 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, you can depend on us to support you with 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.

Pacific Asset Management (PAM) is a fresh and progressive asset manager responsible for over $3.7 billion* of assets for our clients. PAM is rethinking the conventions of how asset management works for advisers, institutions, investors, asset owners and the industry.

We’re putting power, control and value back in the hands of advisers, with asset management products, solutions and technology.

Everything we do is built on true partnership with empathy, value and innovation at the forefront. Our solutions are used by leading financial planning firms in the UK and globally, providing asset management capabilities, powerful technology and industry expertise to help power a scalable and robust investment proposition for our clients.

We never stand still. We move Asset Management forward.

*As at 31st December 2021

Pictet Asset Management is an independent asset manager offering investment services around the world. Our key investment capabilities include: Global Thematic Equities, Multi Asset, Emerging Markets Debt, Global Fixed Income (including Strategic Credit) and Alternative Investments. We manage GBP 210billion in assets as at the end of December 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.

Sanlam UK is a leading provider of high-quality wealth and investment management services for financial advisers. Our approach is one of a partnership, helping advisers focus on what they do best – building and managing relationships with clients as well as growing their AUM.

We know that running a successful independent financial business requires access to flexible solutions, so we offer an extensive range of outsourced and insourced products and services. These range from managing conduct risk to supporting business and growth opportunities.

Currently, Sanlam is in the process of selling its UK wealth division to a private equity fund managed by Oaktree Capital Management. We are looking to launch our own new brand under our current CEO, Jonathan Polin, whilst continuing to deliver outstanding products and services to our partners and their clients.

Schroders is one of Europe’s largest independent investment management firms by assets under management. As at 30 September 2021, assets under management were £716.9 billion. Schroders has continued to deliver strong financial results and has a market capitalisation of over £9 billion.
Schroders offers innovative products and solutions across their five business areas of solutions; institutional; mutual funds; private assets & alternatives; and wealth management. Also managing assets for end clients as part of their relationships with distributors, financial advisers and online platforms.
Schroders’ strategic aims are to grow their asset management business, build relationships with end clients and expand their private assets and alternatives business. Schroders’ purpose is to provide excellent investment performance through active management. The business channels capital into sustainable and durable businesses to accelerate positive change in the world.

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.

• 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

Blackfinch is an award-winning, innovative investment group with specialist divisions covering Investments, Asset Management, Ventures, Property and Energy. We currently manage more than £600mn in assets for thousands of investors who believe, just like we do, that investing has the power to do a world of good.

Based in Gloucester and employing more than 100 people, we draw inspiration from the work of Charles Darwin, and the evolutionary principles of ‘adapt, evolve and thrive’. As an environmental, social and governance (ESG) investor, we’re committed to investing in ways that make an impact and create meaningful change in the world.

Operating as an independent organisation for the last 11 years, backed by a further 18 years of financial services consultative experience, EV connects and empowers its financial intermediary partners with intuitive, customer-centric advice and guidance software and investment solutions. Powered by a proprietary market-leading stochastic economic scenario generator, EV's powerful calculations and strategic multi-asset allocations are used globally across the financial ecosystem by financial advisers, pension and platform providers, asset managers, banks, and building societies to name but a few.

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.

Launched in 2007, Parmenion is a rapidly growing, award winning technology and investment solutions business.

Our strength comes from seamlessly integrating three core disciplines: discretionary investment management, platform services and intuitive technology.

Our unique, integrated offering makes it easy for Financial Advisers to operate a centralised investment proposition. By doing all the heavy lifting, we provide scalability and reduced business risk, leaving them to focus on what is important – developing their client relationships.

The value of investments under our management now exceeds £9bn. More 1,500 Adviser firms have selected us as their partner to deliver their chosen investment proposition to over 80,000 underlying clients.

Founded in 2001 in Australia, Praemium launched in the UK in 2006 with a mission to help wealth advisers deliver great investor experiences and outcomes. Its UK adviser offering consists of three parts: custody and administration through the Praemium platform; adviser practice management support through Wealthcraft; and discretionary investment management through Smart Investment Management. The UK platform offers advisers advanced portfolio management and rebalancing capabilities, market-leading reporting and MI, paperless and signatureless processes, and unique AI-driven adviser insights which highlight unusual client behaviour.

Pure Retirement are a multiple-award winning specialist lifetime mortgage lender based in Leeds, with a workforce now in excess of 200 people. Set up with the intention of making later life lending a viable retirement solution to as many people as possible, the company operates on key values of honesty, responsibility and simplicity to deliver market-leading flexible products, technical innovation and gold-standard customer service standards. The lender is also heavily aligned with trade body The Equity Release Council, helping develop best practices to improve and grow the market for new and existing operators and customers alike.

Seccl is a custodian and investment technology company that powers firms at the cutting edge of financial advice and wealthtech.

On a mission to rebuild the infrastructure of investments and advice, Seccl provides firms of all sizes with affordable custody, trading and settlement services, feature-rich investment management technology, and a suite of paperless adviser and client portals.

Financial advisers and investment managers can combine these modules to operate their own platform – helping them to take control of their client relationships, improve their customer experience and own more of the value chain.

Elsewhere, technology-first businesses from all sectors can use Seccl’s publicly documented APIs to get plug-and-play access to the financial markets – helping them to launch new investment propositions more quickly and affordably than ever before.

In 2019, Seccl was acquired by Octopus Group, the £11 billion group of companies that includes Octopus Investments, Octopus Energy and Octopus Ventures.

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 9,000 have over £1 million invested with us. Many of these customers will have financial advisers.

Visit www.nsandi-adviser.com for more information.

Selectapension’s innovative pension and investment planning system provides highly detailed analysis reports, comparing over 100 products and funds, and over 60 Providers, to be used from the accrual to at-retirement stages of the planning cycle. Our customers are Financial Advisers, Paraplanners, Banks, Providers, Pension Transfer Bureaus, Actuaries, Scheme Trustees, and other Pension Professionals.

We help professional Advisers to give the best advice to their clients, by equipping them with high quality products and services, backed by great support and training.

Tenet is a multi-award-winning financial adviser support group, providing an extensive range of services to hundreds of appointed representative and directly authorised financial adviser firms across the UK.

Our long-standing position within the industry, close relationship with the FCA, and seats on the boards of key financial services organisations such as APFA and AMI, means we have the influence and expertise to help shape the way the industry develops. Always looking ahead, we have the appropriate building blocks in place to quickly adapt to environmental change and ensure advisers have the support they need no matter what.

Comentis provides financial organisations with the ability to identify and support financially vulnerable clients consistently and objectively. We do this through a simple to deploy, clinically developed online assessment process.

The unique process, which is fully aligned to the FCA’s drivers of vulnerability, not only allows you to identify all client vulnerabilities, but also to record interventions and then report through our vulnerability dashboard

Created by a leading team of mental health, vulnerability and industry experts, our ground breaking approach has secured us a place on the FCA’s Innovation Hub as well as working with a number of leading organisations in the financial services sector.

What is DD|hub?
DD|hub is a comprehensive library of due diligence questions, free to financial advisers and paraplanners. With responses from discretionary investment managers and platforms, it provides a simple, efficient solution for advisers to manage provider due diligence and meet FCA expectations.

Why use DD|hub?
DD|hub makes DFM and platform due diligence straightforward. It saves hours of administrative slog and frustration.
Choose the areas you want to look at and get responses delivered instantly in a structured format, for easy comparison and assessment.
The system helps you filter the market, evidence your work and keep a permanent record for compliance purposes. It also allows you to automatically monitor the providers you are interested in, on an ongoing basis.

It’s free, easy to use and quick - so sign up at ddhub.co.uk and see what’s available

P1 Investment Management (P1) is an adviser-led DFM and platform operator. Working closely with IFAs and wealth managers using technology to overcome the existing restrictions and limitations dominant in our industry and provide efficient and effective, low-cost solutions.

The award-winning P1 Platform is unburdened by legacy technology and provides a paperless, fully digital experience focused on delivering efficient core adviser platform functionality at a market-leading price. Industry recognised service supports our efficient platform.

Our award-winning investment services include model and bespoke portfolio services, AIM/IHT portfolios, and mandated model portfolios - allowing you to shape portfolios while benefiting from P1’s expertise.

The lang cat is Leith’s leading (probably) specialist financial services consultancy. The lang cat works with financial advisers and providers, helping them develop new propositions, turn marketing strategy into action and articulate their services in such a way that people without financial services degrees have a hope of understanding them. It aims to make the industry a little bit less corporate and stuffy and a little bit more human.

Acrobat Trust from WAY Trustees Limited is one of the most important tax planning strategies for taking care of families, whilst also reducing liabilities to Inheritance Tax – IHT – within the UK.

By using Acrobat Trust as a referred business, IFA’s retain their clients while enjoying secure ongoing fees for the life of the trust, safe in the knowledge that trust assets are overseen by WAY Trustees both before and after the demise of the settlor. It’s where inter-generational wealth planning meets estate planning, ensuring that a family’s collective wealth works harder for the benefit of all, while still fulfilling the intentions of the settlor.