2018 Sponsors




We're the UK's largest mutual life, pensions and investment company. When we first opened our doors in 1861, we wanted to help people to help themselves. And it's been our way of thinking ever since.

We understand the importance of financial advice, that's why we design a range of pension and protection solutions with advisers at the heart of our processes.

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Aegon is an international provider of life insurance, pensions and asset management. Trusted with over EUR 816 billion of assets, it has businesses in over 20 countries around the world and around 2 million customers in the UK alone*.

On 1 January 2017 Cofunds became part of Aegon to create the UK’s largest investment platform.

By combining the scale and experience of Cofunds, with the innovation, financial strength and product knowhow of Aegon, it aims to create the best digital solutions to support financial advice.  

*Asset value is correct at September 2017, all other information is correct at May 2017

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From pensions and investments to mortgages and protection, Bankhall has been operating for over 25 years and has supported tens of thousands of advisers to embrace regulatory change. We are committed to providing exceptional service, going above and beyond to drive industry excellence and supporting you to achieve your potential.

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City Asset Management was established in 1988 by the Coghill family to deal with the complex needs of private clients and their wealth. Over the past 30 years we have developed our services and today our clients range from private individuals, families, charities, pension funds through to corporate bodies and trusts. The firm remains privately owned, mainly by the working directors and staff, which maintains our focus on clients’ and their longer term needs.  We are ‘Real Return’ investors who exist to make our clients wealthier. In fact, we obsess about growing investments at a higher rate than inflation because this creates wealth and the inflation-plus benchmarks we chase, have never fallen in value.  

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Guardian is a famous name in financial services with a long history of helping to protect families since 1821. We’re re-entering the market with a single ambition; for every family to have protection that they truly believe in.  We believe the only way to do that is if protection is sold with quality advice. That’s why we work exclusively with advisers.   

We plan to disrupt the market and challenge the typical way protection is done. We’re launching to the whole market this summer offering Life Protection and Critical Illness Protection, with Income Protection following early 2019. 

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NS&I offers a range of unique savings products, that can help form the solid foundation of a balanced investment portfolio. 

We are backed by HM Treasury, so all your clients' capital is 100% secure, offering them and you complete peace of mind.

Visit us at www.nsandi-adviser.com.

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Parmenion is one of the fastest growing platform providers in the UK, bringing together discretionary investment management, platform services and intuitive investment technology. Named as one of the top 50 hottest financial technology companies in Europe, investments under management now exceed £4.5bn. Parmenion is part of Aberdeen Standard Investments, one of Europe’s largest public, pure-play investment managers. 


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Scottish Widows was founded in 1815 and has since established a proud history of working with advisers. The brand has more than 5 million customers and offers a product range including individual and workplace pensions, mortgages, savings and investment and protection. 
Scottish Widows currently sits as one of the most recognised and trusted brands in the Life, Pensions & Investments market*. 

Scottish Widows is committed to supporting advisers and their clients, using their experience to help advisers make the most of change. They do this by providing market insight and guidance and continually innovating and improving their service, support and propositions. The brand forms an integral part of LBG’s three-year strategy, giving particular focus to growing Financial Planning and Retirement to provide banking and insurance customers with a holistic proposition to meet their retirement, protection and savings needs. 

For more information on Scottish Widows visit http://www.scottishwidows.co.uk/extranet/

* Ipsos December 2017


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Tavistock Wealth manages over £1bn through portfolios specifically designed to protect both clients (in terms of their risk adjusted returns) and advisers (in terms of the credibility of their recommendations). Tavistock Wealth educate advisers on topical issues such as currency hedging in order to help them de-risk their business.


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Tenet is one of the UK’s largest and most financially robust adviser groups, providing award-winning network support to appointed representatives and support services to directly authorised firms. We provide a wide range of services, including quality compliance support and product panels, as well as added value services such as marketing. But it’s not just what we do that stands us out from the crowd, it’s how we do it. We genuinely care about our advisers and go the extra mile to make a positive difference to their business. Visit www.tenetgroup.co.uk or call 0800 085 0825 today. 

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