WHO SHOULD ATTEND?

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 as a financial intermediary, you are the architect of your 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, we'll support you with dependable, first-class service.

Established in 1836, L&G is one of the UK's leading financial services groups and a major global investor, with £1.1 trillion in total assets under management (as at FY24) of which c. 44% (c. £0.5 trillion) is international. We have a highly synergistic business model, which continues to drive strong returns. We are a leading player in Institutional Retirement, in Retail Savings and Protection, and in Asset Management through both public and private markets. 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 12 March 2025, L&G has a market capitalisation of £14.1 billion.

Premier Miton is a genuinely active investment firm with a unique point of view. We believe in giving our fund managers a blank sheet of paper to work from to express their ideas and couple that with a strong governance framework. This, we believe, encourages differentiated, original investment thinking. In our view, it’s not thinking differently that’s risky, it’s thinking the same that is.
Premier Miton was formed in November 2019 from the merger of Premier Asset Management Group PLC and Miton Group PLC, two companies with origins dating back to the 1980s The merger brought together the capabilities, expertise and specialist knowledge of two highly regarded companies to create a new asset management company. A company with a point of view designed to foster original thinking.
Our clients’ investments with us are actively managed by our different specialist investment teams, who are empowered to employ their own proven and distinctive investment approaches with the aim of helping them achieve their long-term investment objectives. Our strategies include fixed income, UK & global equities, absolute return and multi-asset, through a selection of funds, trusts and a managed portfolio service.
We also believe it is important that we act responsibly, including in our approach to investing, to managing the environmental impact of our operations, to the Premier Miton team including diversity and inclusion, wellbeing and personal development, and our approach to our community.

As one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations. We are focused on helping your clients invest for a lifetime of opportunities and challenges.

How we can help you

We fundamentally believe in the value of financial advice and have developed our services and strategies alongside the financial advice community, in order to make it easier for you to deliver exceptional client outcomes.

With over 25 years’ experience working with financial advisers, we know that building a close relationship with you and understanding your client’s financial goals is key to successful investment management. Thousands of advisers are already benefitting from:
 a range of solutions to meet your clients' needs;
 a dedicated business development team to support you and your business;
 a well-resourced research team and a highly effective and robust investment process.

What we offer
We offer a range of services including our bespoke Discretionary Portfolio Service, our award-winning Managed Portfolio Service, our sustainable multi-asset Climate Assets Funds and our IHT solution, the AIM Strategy.

Standard Life has been trusted to look after the life savings and retirement needs of customers for nearly 200 years. With some of the strongest financial credit ratings in the industry – you can be confident you are placing your client’s investment with a company that’s in it for the long run. Standard Life are part of the Phoenix Group, a company which looks after around 12 million customers across the UK and Europe and £290m in investments (data correct as at 31 December 2024)