We are delighted to announce the following sponsors supporting the 2023 Money Marketing Interactive conference.
Fundment is transforming the platform experience for advice firms and their clients. technology delivers more efficiencies through market-leading workflow for account opening, and integrations with other tools and market software systems, and to meet clients’ needs through a toolkit that includes streamlined transfers, advisory portfolio management tools, a broad range of MPSs, and all the in-house wrappers they expect.
Free from decades of outdated technology, inefficiencies, and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.
At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.
As entrepreneurs, we build our own businesses to address some of society’s biggest problems. Octopus Energy, our energy transition business, is the best example of this.
As investors, we invest the £12.4* billion our clients have entrusted us with into the areas where we believe we can have the greatest impact. More than 85% of the £12.4 billion we manage is invested in line with three main themes: empowering people, revitalizing healthcare and building a sustainable planet.
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.
Octopus Investments, Octopus Energy, Octopus Moneycoach, Octopus Real Estate, Octopus Ventures, Octopus Australia, Octopus Wealth, Seccl Technology and Aurora are all part of Octopus Group.
*Includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of September 2022
Scottish Widows enjoys a proud history of helping people plan for their financial futures for over 200 years. Today, as one of the most recognised and trusted brands in its sector*, they have over 6 million customers across a broad product range including life cover, critical illness, pensions, annuities, savings and investment products. The brand is known for its iconic advertising, with a series of famous commercials using its living logo – the Scottish Widow. ‘Taking on your Future Together’ is their current brand message and it underpins everything they do – from delivering expertise, guidance and insight, to providing products to help people plan for their futures. Scottish Widows has been recently recognised for its service by both intermediaries and employers, securing 5 Star ratings at the Financial Adviser Service Awards 2022, as well as winning the UK Pensions Award for DC Master Trust of the Year and Pension Provider of the Year at both the Pensions Age Awards & Workplace Savings & Benefits Awards. Customers can access Scottish Widows’ products and services through Independent Financial Advisers. * Spontaneous Awareness rank: 1, Trust (Character) rank: 3, Trust (Competence): 3. IPSOS, December 2022.
Albemarle Street Partners is a small experienced team of investment professionals. We came together to form our boutique so we could work with a focused group of financial advice firms to build investment solutions which meet the needs of their clients. We believe it is financial advisers who know their clients best and so our job is to shape what we do around the advice philosophy of our partner firms. And because we work with a limited number of firms we can be genuinely collaborative on both the investment process and working together to deliver growth.
SimplyBiz provides the very highest quality of comprehensive compliance and business support to 1000s of financial advisers across the UK. During our twenty-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 produce the best outcomes for the firms we serve and their clients? Our 500+ strong team understands advisers are central to everything we do, and our culture and ethos places the firms we serve firmly at the heart of SimplyBiz.
Elevation is an enhanced client survey from VouchedFor. Powered by 250,000 clients' feedback, Elevation shows advice firms and advisers the specific actions they can take to meet the Consumer Duty and drive revenue growth. Elevation offers completely private feedback, industry benchmarks, and a real-time Consumer Duty Report. That’s why thousands of advisers from leading advice firms have chosen Elevation as their preferred survey solution for Consumer Duty.
At Aegon, we want to enable people, through employers and advisers, to make empowered choices for the moments that matter. And we believe getting more people to access financial advice will improve their financial wellbeing.
We use our insight and expertise to offer long-term savings and retirement solutions to help your clients get closer to their financial goals.
We’re dedicated to working in partnership with you and your business, championing the value of your advice and providing insight and support to help you navigate uncertain times.
Gunner & Co. is the leading business broker and consultant in the IFA, financial planning, and wealth management space, helping financial planners define and execute their succession plans, with a proven track record of delivering deals nationally and a high-quality reputation for setting the professional standard in M&A brokerage.
We pride ourselves on being true specialists in Financial Planning Recruitment. We do so by extracting the data from the FCA register to give us access to every single Authorised Firm and Registered Individual. Our niche is recruiting Advisors/Planners, Compliance, Paraplanners and Administrators for our clients.
We are also the first recruitment business to introduce a subscription model to the Financial Planning world!
We’ve also been building communities on WhatsApp to give individuals access to support and opinions outside of the 4 walls of their business. We host 3 communities, one for each specialism - Paraplanners, Mortgage Advisors and Financial Advisors.
Bordier UK is an award-winning specialist investment manager that provides investment management solutions to advisers and their clients in the UK. For over 30 years we have been committed to working closely with advisers to develop a comprehensive and flexible range of high-quality services to meet the demands of a modern adviser business. We are part of the Bordier Group, which is built on solid foundations with a strong Tier 1 capital ratio of 35.0%. Established in Geneva in 1844, the Bordier Group operates in six countries across three continents, managing assets of circa £14.5bn for approximately 4,400 families.
Profile coming soon.
DD|hub – free due diligence data for advisers
FCA rules are clear – suitability means advisers must research the market, then “conduct detailed due diligence on the recommended solutions” (TR14/5). FOS is now also considering adequacy of adviser due diligence.
DD|hub streamlines the process, giving advisers free online access to due diligence data from discretionary managers, platforms and multi-asset funds:
• Comprehensive library of questions/responses• Optional scoring, to keep track• Comprehensive reporting and evidencing• Receive updates for monitoring
Consumer duty (and the latest Dear CEO letters) bring this into sharp focus: advisers must get this right and document their reviews.
Register free: ddhub.co.uk/AdviserRegistration.
Howden’s Financial & Risk Advisers team represent around one-third of the top 100 Financial Advisers.
Sitting within Financial Lines Group, who place over £1bn of global premium into the insurance market each year, they have over 30 years’ experience working with financial advisers and are highly respected within the Professional Indemnity (PI) insurance market.
The team continue to leverage their expertise, market relationships and wide range of differentiators to afford their clients certain advantages.
We assist you in delivering the right advice for your client and help you build the business you want.We recognise our members have their own business goals and a diverse range of clients. We support our members in delivering professional standards and assist them in the delivery of excellent client outcomes.
Selectapension’s innovative pension and investment planning system provides highly detailed analysis reports, comparing over 100 products and funds, and over 60 Providers, to be used from the accrual to at-retirement stages of the planning cycle. Our customers are Financial Advisers, Paraplanners, Banks, Providers, Pension Transfer Bureaus, Actuaries, Scheme Trustees, and other Pension Professionals.
We help professional Advisers to give the best advice to their clients, by equipping them with high-quality products and services, backed by great support and training.
Taxbriefs has been working with financial advisers and financial service providers as a specialist outsourced client communications content partner for over 40 years.
Formed in 1975, Taxbriefs began as an innovative Budget communications service, aiming to help smaller businesses provide the same kind of personalised communication material for their clients that larger firms produced. Since then we’ve developed a track record across major national firms and individual practices of producing a range of expert, well-designed content with a personal service.
Over the years our product range may have grown but our core value remains – delivering high quality content that works for our customers.
Founded in 1879, The London Institute of Banking & Finance (LIBF) provides education and training all around the world. LIBF is an awarding body for professional qualifications in areas including regulated advice, retail and commercial banking, and for undergraduate and postgraduate degrees in banking and finance. It is also the only specialist provider of personal finance qualifications in UK schools and colleges.
The power and benefits of great financial advice are unquestionable. Twenty7tec is committed to designing and building exceptional technology, that supports mortgage, protection, and wealth advisers in delivering exceptional client outcomes. Our technology is used by advisers, lenders, product providers, and financial institutions to underpin the effective delivery of financial advice to millions of consumers in the UK.
Established in 1996, Westerby Trustee Services Limited are specialist providers of trusteeship and administration services for both Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS). We offer the full range of investments including Commercial Property, Gold Bullion, Quoted and Unquoted shares as well as all other investments permitted within these vehicles by HMRC. Westerby administers c3,000 SIPPs and c170 SSAS schemes, with assets under administration over £1 billion. Westerby strive to provide a bespoke personal service to all of our clients, allowing them to select from all available retirement options which these two products provide.