Partners in Professionalism

Aegon

Aegon is an international provider of life insurance, pensions and asset management. Trusted with over £607 billion of investments, it has businesses in over 20 countries around the world and around 3 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 30 June 2016, all other information is correct at 11 August 2016.

www.aegon.co.uk

BlackRock

BlackRock helps people around the world, as well as the world's largest institutions and governments, pursue their investing goals. We offer:
A comprehensive set of innovative solutions, including mutual funds, separately managed accounts, 
alternatives and iShares® ETFs, global market and investment insights, sophisticated risk and portfolio analytics.

www.blackrock.com

Columbia Threadneedle Investments

Columbia Threadneedle Investments is a leading global asset management group providing a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2000 people based across North and South America, Europe and Asia, we manage over £360bn of assets across equities, fixed income, asset allocation solutions and alternatives.

www.columbiathreadneedle.com/

Cornelian Asset Managers

We specialise in managing multi-asset portfolios. Our investment approach is unconstrained, with the objective of delivering real returns in excess of inflation whilst actively managing the investments and level of risk. Portfolios can be accessed through a long-running range of RPI-targeted, risk managed funds or discretionary Managed Portfolio Service.

www.cornelianam.com/

Fidelity

Fidelity International offers world class investment solutions and retirement expertise. We are a privately owned, independent company, with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients achieve their financial goals. We invest £234 billion globally on behalf of clients in Asia Pacific, Europe, the Middle East, and South America.
As at 31st March 2017

www.fidelity.co.uk

Invesco Perpetual

Invesco Perpetual is one of the largest and best regarded investment managers in the UK. As part of Invesco Ltd, we have an on-the-ground presence in more than 20 countries and over 6,500 employees worldwide (as at 31 December 2016); the strength and depth of resource necessary to help our clients achieve their financial objectives.

www.invesco.com

J. P. Morgan Asset Management

At J.P. Morgan Asset Management, collaborating with our clients in an effort to build stronger portfolios drives everything we do. For over 150 years we have been helping to solve the needs of institutions, intermediaries, and individuals. We have expertise across every key asset class and investment market so we can offer the widest range of investment solutions. Whatever your investment objective, our focus is to help you achieve it.

www.jpmorgan.co.uk/adviser

Janus Henderson Investors

Janus Henderson Investors exists to help clients achieve their long-term financial goals.

Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, Janus Henderson is committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients. As a leading global manager, we offer actively managed solutions to meet diverse investment goals and seek to deliver exceptional service to our clients.

As at 31 March 2017, we have $330.8bn in assets under management, more than 2,000 employees and offices in 27 cities worldwide.

https://www.janushenderson.com/

Jupiter

Founded in 1985 as an independent investment boutique, Jupiter has become one of the UK's most successful and respected fund management groups and floated on the LSE in 2010. Headquartered in London, it employs over 400 employees worldwide and manages £40bn (as at 31.12.2016) on behalf of institutional and retail investors.

http://www.jupiteram.com

Just

Just is the exciting new brand for Partnership and Just Retirement. It represents the specialist knowledge and expertise of both award-winning businesses. 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.
Find out more by contacting our dedicated team.

t: 0345 302 2287
e: support@wearejust.co.uk

www.justadviser.com

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.

www.legalandgeneral.com/advisercentre/

M&G

Since 1931, when they launched the UK’s first unit trust, M&G have believed in offering their clients straightforward products together with clear and balanced information to help them make the right investment decisions for their clients’ needs.

www.mandg.co.uk

MetLife

Since entering the UK market in 2007, MetLife have been dedicated to bringing your clients a genuine alternative to standard retirement and investment solutions. Our heritage, scale and experience of eliminating uncertainty help protect your client's money from market downturns, giving it the best possible chance to grow.

www.metlife.co.uk

Prudential

Prudential plc is an international financial services group with significant operations in Asia, the US and the UK. We serve around 24 million customers and have £509 billion of assets under management (as at 31 December 2015). In the UK we are a long -established leading provider of life and pensions.

www.pruadviser.co.uk

Royal London

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 plan for a brighter future. And we've been that way ever since.

adviser.royallondon.com/

Schroders

At Schroders, asset management is our business and our goals are completely aligned with those of our clients - the creation of long-term value.
We manage £397.1 billion (as at 31 December 2016) on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world

www.schroders.com

Seven Investment Management

We’re Seven Investment Management (7IM) an investment management business that helps professional intermediaries build their businesses through award-winning technology, great service and a common sense approach. We look after around £11bn of clients’ investments, as well as our own, with more than 220 of our people taking care of it.

We’ve been around since 2002 meaning we’ve probably seen all that the world can throw at us. Yet we’ve still delivered an investment performance consistent with what we promised.

www.7im.co.uk

Standard Life Wealth

We are a discretionary fund manager that aims to help clients fulfil their long-term financial needs.

What makes us different? Choice and flexibility. We offer a compelling combination of high-quality investment solutions, leveraging the institutional investment capabilities of our parent, Standard Life Investments.

Our breadth and depth of expertise makes us an ideal partner for advisers who wish to delegate investment management while retaining responsibility for their client’s financial planning.

www.standardlifewealth.com

Festival Programme

Please note, all times and locations are subject to change. To build your own personal schedule using the Personal Planner tool, simply book onto the event, then visit your My Events and click ‘View event details’, or download the PFS Events app and view the Festival programme there. Please note that the planner tool is purely to help delegates plan their attendance - there is no requirement to add any session to your personal schedule in order to attend.