CleverIM are pioneers in the development of tech-driven and transformative investment portfolio solutions for Financial Planners and their clients. Whether you run your portfolios in house or outsource via MPS, CleverIM builds you reliable portfolios, powered by rational and data-driven decisions, void of human emotion.

Established in 1836, L&G is one of the UK’s leading financial services groups and a major global investor, with £1.2 trillion in total assets under management (as at FY23) of which c40% (circa £0.5 trillion) is international.
We have a highly synergistic business model, which continues to drive strong returns. We are a leading international player in Institutional Retirement, in Retail Savings and Protection, and in both public and private markets through our Asset Management division. Across the Group, we are committed to responsible investing and dedicated to serving the long-term savings and investment needs of customers and society.
As at 7 June 2024, we estimate the Group’s Solvency II coverage ratio to be 224%.
As at 11 June 2024, Legal & General has a market capitalisation of £14.6 billion.

Nucleus Financial Platforms is one of the UK's leading independent groups for investment platforms, products and wealthtech software. It’s the only large-scale group with a comprehensive range of bespoke platform solutions to meet the needs of advisory and investment management firms of all sizes. It operates the Nucleus Wrap and James Hay Online retail investment platforms, and through Curtis Banks and Talbot and Muir is one of the UK’s largest administrators of SIPP and SSAS products. With the wealthtech experience of Third Financial and Dunstan Thomas, Nucleus now powers some of the industry’s leading product providers, advisory firms and consolidators, discretionary investment managers, and institutions with enterprise-wide, platform software solutions.

Working exclusively in partnership with over 5,300 financial advisory firms, the group now administers over £100 billion of investments on behalf of over 230,000 UK customers, seeking to deliver great service and financial outcomes for them, and ultimately help make their retirement more rewarding.

*As at February 2025

Quilter is a leading UK-focused full-service wealth manager that provides financial advice, advice-led investment solutions, and investment platform services to over half a million clients. Our purpose is to help create brighter financial futures for every generation.

Our products and services are designed to support any adviser business model and evolve to meet the changing needs of clients. We equip advisers with the tools they need to grow their business, knowing good financial advice leads to better customer outcomes. Through our comprehensive approach to wealth management, Quilter builds lasting relationships with advisers and clients, securing a prosperous future for all.

We are a leading provider of active asset management, advisory and wealth management services with over £773.7bn AUM (as at 30.06.24). Few investment managers can match the combination of capabilities and global reach that we offer. This breadth of services across public and private markets allows us to design distinctive solutions for the diverse needs of clients. They look to us to provide excellent long-term investment outcomes, and it is our duty always to act in their best interests.

Schroder Investment Solutions offers a series of low-cost and risk mapped model portfolios and multi-asset funds. Our solutions range is designed to help you deliver a breadth of good value solutions that meet your clients’ investment needs. Delivering appropriate client outcomes is at the heart of everything we all do. We’ve supported financial advisers for over a decade to help deliver the outcomes their clients are seeking and we manage over £6.3 billion (as at 31.12.24) across our range of solutions.

Our purpose is to provide excellent investment performance to clients through active management. By serving clients, we serve wider society.
To find out more about Schroders and our investment solutions, visit schroders.com/investment-solutions.

The Financial Services Forum is here to shake things up in the world of financial services marketing. With a 5k-strong community, we're all about pushing boundaries and sparking new ideas through a mix of events, case studies, networking, and online articles.

As the only membership organisation in the UK dedicated to tackling the unique challenges of financial services marketing, we're proud to count big names like BlackRock, Schroders, Lloyds Banking Group and Aviva among our members.

Our members get access to over 60 seminars, conferences and summits each year, exclusive content on our Knowledge Hub and a vibrant community of fellow financial services marketers to connect with.

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