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.

Benchmark - Helping you achieve more than you thought possible.

We bring together high-quality financial planners and best-in-class technology solutions with a vision to create the most effortless and rewarding financial planning experience.

Our award-winning proprietary solutions cover Practice Management, Compliance, Platform, Client Portal, and Investment Solutions. Built by planners for planners and designed to support advisers at every step of the journey, getting started, running your business more productively and efficiently, accelerating growth, or realising value, we have partnered with advisers for over 30 years’, delivering efficiency, consistency and simplicity for great adviser and client outcomes.

Our tightly integrated software, with one, secure, intelligent sign-on delivers a single point of access to systems that share the same live data, for greater peace of mind. Our practice financing and buy-out options, with structured integration planning by our dedicated team, provides a long-term partnership approach to suit both buyer and seller.

With £18 billion assets under advice, £4+ billion in DFM solutions, 1700+ high-quality advisers and 430+ dedicated staff, we’re creating a financial planning experience that sets a new benchmark. We call it The Benchmark Difference.

FE fundinfo is a global leader in investment fund data and technology.

Trusted for our data, technology solutions, research and analysis, open international network and expert insights, we provide transparency and enable efficiency to unlock business potential for asset mangers, fund managers, distributors and financial advisers.

We believe in bringing trust, connectivity, and innovation to the fund industry.

Because of the quality of our data and our extensive network, we are uniquely positioned in the investment industry and every day, hundreds of thousands of people around the world rely on our data and insights to make investment decisions.

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

Quilter is one of the UK’s leading wealth managers. We provide advice-led investment solutions and investment platform services for financial advisers and their clients. Aiming to deliver the very best support, Quilter enables financial advisers to provide the best service to your clients and their families - helping them achieve their financial goals. We manage more than £96.9bn* of assets, and are listed on the London and Johannesburg stock exchanges, featuring in the FTSE250 of leading companies. (*As at 30 Sep 2022)

Our purpose is to provide excellent investment performance to our clients through active management. By serving clients, we serve wider society. Channelling capital into sustainable and durable businesses accelerates positive change in the world.
In order to deliver for our stakeholders, we prioritise growing a sustainable business that takes a long-term approach. We are responsible for £731.6bn of assets (as at 31.12.21) for our clients who trust us to deliver sustainable returns.
We operate in 37 countries with over 5,700 employees. Our investment teams are based around the world, close to our clients and close to the markets in which they invest.
Funding the future is a privilege; we use it wisely and responsibly.
To find out more about Schroders and to read our latest insights, visit www.schroders.com

Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority.

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

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.

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.

Morningstar Wealth Platform and Wealthcraft, a Morningstar Company, offer advisers modular solutions for custodial and non-custodial business.

Our digital-first tech stack helps advisers reduce friction, lower costs, increase choice and improve efficiency. It also gives advisers time back to deliver the service experience they want for their clients, helping to support better outcomes.

Our open approach to integrations and third-party providers means freedom to choose for advisers, with access to investments, tools and products that best suit their clients and their business.

Our proprietary tech and close adviser relationships mean we can be responsive to feedback, with regular system updates.

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.

TIME Investments is a specialist investment manager focused on delivering long-term investments that seek consistent and attractive risk-adjusted returns. We take a deliberately defensive approach investing in asset-backed and income generating assets, predominantly through infrastructure, real estate and lending. TIME Investments has a long track record in fund management with 30 investment specialists within the renewables, lending and property teams.

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.

B-Compliant prides itself on making a real difference to your business.

We understand you didn’t sign up for hours of policy and process writing and whilst we can’t take away your regulatory responsibilities, we can complete compliance tasks for you and work with you to provide the expert guidance and support you need, so you can focus on what you do best.

Each client is assigned a dedicated consultant, who will tailor our service to your needs, build relationships with your team and most importantly, add value to your business. To find out more, call (0161) 521 8641 or visit: www.b-compliant.co.uk

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 bespoke, MPS, platform and multi-asset fund 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.