Click on the logos below for sponsor information:
We're an integral part of AEGON's family of businesses in the UK, which offer a wide range of pensions, investment and protection products for individuals and companies.
With headquarters in Edinburgh, AEGON in the UK helps over two million customers to secure their long-term financial futures.
AEGON is one of the world's largest financial services organisations, with a presence in over 20 countries. Its main markets are the UK, the USA and the Netherlands.
AEGON:
Being part of AEGON means we're financially strong (we're rated AA- by independent analysts Standard & Poor's) and we can draw on the knowledge and expertise of colleagues around the world to benefit you locally.
www.aegonse.co.uk
Reassuringly strong and stable
Friends Provident is a leading life and pensions company with over 170 years experience of delivering excellent customer service, expertise and award-winning products. In the UK, Friends Provident provides a range of protection and pensions products for individual customers and corporate clients. Overseas Friends Provident International operates across territories in Europe, Asia and the Middle East.
A key company strength is its advanced use of technology to deliver leading-edge products and processes, matched by high-quality service that positively differentiates Friends Provident in the marketplace.
Having adopted a very focused strategy in the UK, strengthened its leadership and operational management, Friends Provident continues to demonstrate a reassuring level of financial strength and stability.
www.friendsprovident.co.uk
NS&I has long recognised the importance of professional financial advice and for this reason is proud to sponsor the Personal Finance Society’ annual conference. NS&I fully supports the PFS’s commitment to improve knowledge, skills and behaviours within the industry and in turn meet consumer demands for reliable and professional advice .
Nearly 27 million customers have invested over £98 billion of their savings with NS&I. They come from every age group, from all parts of the UK, and range from those with more modest savings to those with substantial sums to invest.
We believe that we have a key responsibility as a leading player within the UK Financial Services industry. We want to work alongside financial intermediaries to help our customers better understand general financial matters, and help them choose the products that best meet their individual needs.
www.nsandi.com/ifa
Prudential UK is a leading life and pensions provider with approximately 7 million customers in the United Kingdom.
Intermediary partners – advisers and EBCs - are the primary route to market for a range of products and services that includes individual annuities, individual and corporate pensions, withprofits bonds, onshore and offshore bonds, savings and investments, healthcare and protection products. Prudential is also the corporate pension provider to 20 per cent of FTSE 350 companies and manages more than 4,000 pension schemes.
In addition to being at the forefront of developing a range of post-RDR ready products, Prudential continues to support financial advisers through initiatives ranging from business consulting & advice to workshops, roadshows and a series of practical guides designed to help inform on current issues facing the industry including RDR and 2012 pension reforms.
www.pruadviser.co.uk
Macquarie Group (Macquarie) is a global provider of banking, financial, advisory, investment and funds management services. Today, Macquarie operates in more than 70 office locations in 28 countries. Macquarie has long been an active participant in the retail wealth management market with more than 30 years experience in delivering financial products and services to support financial planners and their clients. Macquarie Wrap is a financial planner led and focused solution which has been developed with financial planners and their clients in mind using the latest in investment administration technology to help planners better serve their clients and improve operational efficiency.
www.macquarie.co.uk/plannerservices
Scottish Widows has been working to help people plan their financial futures since it was founded as Scotland's first mutual life office in 1815.
We have become one of the most recognised brands in the industry and are consistently a leading provider of flexible and innovative solutions meeting your clients’ financial needs.
Financial advisers voted Scottish Widows the best individual pension provider in 2007, 2008 and 2009.
www.scottishwidows.co.uk
Established in 1825, Standard Life is a leading provider of long term savings and investments to over 6 million customers worldwide. Headquartered in Edinburgh, Standard Life has around 10,000 employees across the UK, Canada, Ireland, Germany, Austria, India, USA, Hong Kong and mainland China.
The Standard Life group includes savings and investments businesses, which operate across its UK, Canadian and European markets; corporate pensions and benefits businesses in the UK and Canada; Standard Life Investments, a global investment manager, which currently manages assets of over £145.8bn globally; and its Chinese and Indian Joint Venture businesses. At the end of March 2010 the Group had total assets under administration of £181.5bn.
On 10 July 2006, after 80 years as a mutual company, Standard Life Assurance Company demutualised and Standard Life plc was listed on the London Stock Exchange. Standard Life now has approximately 1.5 million individual shareholders in over 50 countries around the world.
All figures as at 31 March 2010
www.standardlife.com
About threesixty services LLP
threesixty services LLP, established in March 2003, is the leading provider of support services to directly regulated IFA practices. Providing support to some of the UK’s most highly thought of advisers, threesixty deliver a fully comprehensive range of high quality support services to around 600 directly regulated IFA practices and 5500 advisers throughout the UK.
Our highly experienced and qualified staff, pride themselves on delivering prompt and reliable assistance and building relationships with each of our clients to understand their individual requirements, goals and expectations. By means of a continually evolving, fee based menu of services, we delivers on our promises and satisfy the requirements of our clients.
Our flexible contract enables clients to tailor the services they use as they progress, allowing them to access the most relevant expertise to suit their business needs. We pride ourselves on delivering excellent customer service and putting the needs of our customers first.
threesixty was recently acclaimed as ‘Best Support Provider 2010’ at the prestigious Professional Adviser Awards. In addition to coming number 1 in the 2009 UK’s top 100 Financial Adviser groups as listed by Professional Adviser.
To find out more about threesixty services please visit www.threesixtyservices.co.uk
Our market place is rapidly changing and with change comes challenge and opportunity. Zurich is committed to helping you identify and exploit the opportunities by providing leading edge systems, quality service and innovative business solutions. Our new generation of pension, protection and investment propositions is designed to meet changing customer needs and to assist you in evolving your business models to ensure success in a post RDR world. We value the business that you place with us and recognise that you always have a choice.
For more information on how Zurich can support you visit us at www.makingbusinesseasier.co.uk
Ashcourt Rowan is proud to have been a PFS founder sponsor since 2005. Rapidly emerging as a leading name in the field of wealth management, the company now has 17 offices across the country and manages in excess of £1 billion. Our Discretionary Fund Management service offers IFAs’ clients:
Ashcourt Rowan Asset Management Ltd is authorised and regulated by the Financial Services Authority.
www.ashcourtrowanint.com
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