iShares and Embark
In the face of increasing customer choice, and price competition through digital innovation in customer engagement, how does the advisory market seek to evolve its business model?
At a time when you customers are increasingly going mobile how should you respond?
When customers are as confused as ever about saving and investing, what it’s all really worth, and how long that money might last, how can you help?
Our research continues to show the anxiety people have around their financial future?
There is a huge opportunity for the innovators in our industry to prosper, customers are increasingly seeking information and guidance around their financial position, more inclined to self-serve where they can save money. People will still seek advice at certain points throughout their lives, however the model around how people pay for that advice is changing.
So the question is, when your customer’s needs are changing and the environment around you is evolving what should you do?
One idea was Embark
A business set up to deliver the advisory market a response to these threats, in a way that engages more directly with your clients using technology in more efficient ways, and supported by cost efficient investment solutions from the world leading risk, and asset manager, BlackRock.
We are Just
Just is the new name for Partnership and Just Retirement.
Just is the exciting new brand for Partnership and Just Retirement. It represents the specialist knowledge and expertise of both award-winning businesses, and the passion, purpose and vision of our new stronger organisation.
Just is honest and moral with a strong social purpose. A beacon within financial services. We believe everyone deserves a fair, secure and fulfilling retirement, and that financial intermediaries are best placed to help people with the choices they need to make to achieve this.
Let’s have a new conversation about retirement
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’re able to draw on the heritage of two successful retirement businesses with a strong history of innovation. We’ll use our expertise to continue working with you to develop new retirement services and solutions for you and your clients.
Find out more by contacting our dedicated team.
t: 0345 302 2287
Winton is a global investment management firm. Founded in 1997, we combine the rigour of the scientific method with advanced investment technology to invest in financial markets.
Today we advise on over $30bn of assets for many of the world’s largest pension funds, sovereign wealth funds, banks and fund platforms. Our programs include managed futures, diversified absolute return strategies and long-only equity. We employ more than 450 people in offices around the globe: London, Oxford, Hong Kong, New York, San Francisco, Shanghai, Sydney, Tokyo and Zurich.
FE Analytics+ is a powerful investment and research solution. Sitting at the heart of many advisory firms' investment processes it helps advisers run their Investment Propositions and to demonstrate the suitability of their investment advice.www.financialexpress.net/adviser
Franklin Templeton Investments
At Franklin Templeton Investments, we are dedicated to one goal: delivering exceptional asset management to our shareholders. By bringing together multiple, world-class investment teams in a single firm, we are able to offer specialised expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers. Our investment professionals are on the ground across the globe, spotting investment ideas and potential risks first-hand.www.franklintempleton.co.uk
Legal & General
We are the UK's No 1 Term & Critical Illness provider*, with over 175 years of experience, our sales teams are dedicated to helping you to protect your clients and supporting your business growth by continuing to provide great value products and services.
* based on new individual term and CIC sales in 2016 Swiss Re Term & Health Watch Report, 2017.
Zurich Assurance Limited
So you want to be sure you’re working with a partner who’ll be around for the long term. We have the ‘big’ numbers to give you the confidence in who we are.
With about 54,000 employees serving customers in more than 210 countries and territories, Zurich is a leading multi-line insurance provider. We deliver a wide range of protection insurance products and services for individuals, small businesses, and mid-sized and large companies, including multinational corporations.
Bags & Lanyards Partner
Kuber Ventures is the first digital platform specifically designed to help financial advisers advise their clients on UK tax efficient products. It enables access to the market simply, efficiently, transparently and in a cost effective way. Through the platform, financial advisers and their clients can build diversified portfolios of EIS/SEIS and BPR investments using one application form and one online platform to administer the investments going forward. Kuber is changing the way the tax efficient investment market operates and is opening its products to a larger range of advisers and investors than ever before. Join us at the Festival at stand 44.www.kuberventures.com