Our supporters

The IFP is very grateful to its supporters and corporate members who are listed below.

Our supporters provide such a valuable contribution that helps us to provide many of the events, training and professional development opportunities we offer to members. If you're interested in becoming an IFP supporter, please get in touch.


Aegon

Aegon have been helping people take responsibility for their financial future since 1831 when Scottish Equitable was founded in Edinburgh. Today we're part of Aegon N.V., an international provider of life insurance, pensions and asset management, with businesses in over 20 countries around the world.

We provide retirement, workplace savings and protection solutions to over two million customers in the UK to help get the UK ready for retirement.

Adviser.aegon.co.uk

Architas

www.architas-mm.com/

Award winning fund house Architas offers a range of active, blended and passive multi-asset, risk-rated multi-manager funds. We focus solely on fund research and managing investment solutions for our clients.

As part of the global AXA group, Architas has the size and scale to purchase competitively on a global stage, whilst its operational and methodological independence allow it deliver a range of funds tailored to the needs of the UK retail market.

Architas holds to a clear investment philosophy and follows a robust and independent investment process, designed with the aim of generating good returns whilst managing volatility within set parameters.

In a changing regulatory environment, Architas also offers a supportive partnership for advisers with our risk rated investment proposition aiming to help reduce the risks inherent with investment recommendations and management.

Ascentric

http://www.ascentric.co.uk

With its open architecture and unrestricted access to third party products and tax wrappers, the Ascentric Wrap is well positioned to meet the needs of advisers arising from the Retail Distribution Review.

  • Unbiased access to third party products 
  • A range of tax wrappers
  • Over 3,000 funds, shares, bonds & cash
  • Transparent adviser charging
  • Competitive pricing

Aviva

aviva-for-advisers.co.uk

We know you need more than just the right life and pension products to service your clients well.  AvivaNewThinking.co.uk is just one way we’re giving you the extra support you need.

Developed with some of the UK’s leading experts, you’ll find easy-to-use resources such as videos, books and guides on topics from social marketing to behavioural science. And you may be able to use them towards your CPD hours.

See how a little #AvivaNewThinking can make a big difference to your business.

Birthstar

 www.birthstarfunds.co.uk

Birthstar is a research and advisory firm, with specialist expertise in developing, analysing and benchmarking target date strategies. It brings together expertise in investment theory, behavioural science, and technology to deliver engaging user experiences, and target better customer outcomes. BirthStar® is a member of Level39, Europe’s largest technology accelerator.

Defaqto

www.defaqto.com/advisers

Independent financial researcher Defaqto provides a wide range of tools to support advisers’ delivery of compliant, professional and efficient advice.

Defaqto’s solutions include:

  • Research software – Defaqto Engage – which provides integrated product, platform and fund research in one place. Engage has now been enhanced with client risk profiling – enabling advisers to risk profile their clients and access our mapped fund ranges to help them select funds that match clients' risk profiles
  • Panel creation and audit support
  • Unbiased knowledge and education - spanning CPD-accredited publications and events, and independent Star Ratings (products), Diamond Ratings (funds) and Service Ratings.

Dimensional

http://www.dimensional.com/ 

Dimensional Fund Advisors Ltd. aims to deliver the performance of capital markets and add value through portfolio engineering and trading. The firm’s broadly diversified mutual funds are designed to precisely target the dimensions of risk identified through decades of research and capture their expected returns. As of June 4, 2010, Dimensional managed £110 billion for the clients of fee-only financial advisers and institutional investors worldwide.

ETF Securities: Gold Sponsor

http://www.etfsecurities.com/

ETF Securities is one of the world’s leading, independent exchange-traded product (ETP) providers and a pioneer in commodity ETPs. Our work in this asset class is complemented by a range of other investment solutions including currency and thematic equity ETPs. We are dedicated to developing liquid, transparent investment products that can be traded on world stock exchanges. Likewise, we strive to deliver best of breed products, insightful investment research and excellent client service.

Fidelity Worldwide Investment

www.fidelity.co.uk/professional

Fidelity Worldwide Investment was founded in 1969 and remains true to one simple goal – to achieve outstanding investment returns for their clients. To make that possible, over 350 investment professionals around the world are actively engaged in researching and managing equity, fixed income, property and multi asset portfolios for the benefit of individuals, institutions and multinational companies.

Henderson Global Investors

http://www.henderson.com

Henderson Global Investors is an international investment company with a strong reputation going back to 1934. With more than £75.2 billion* in assets under management its global client base includes individuals, private banks, third-party distributors, insurance companies, pension funds, government bodies, investment trusts and corporate entities.

As a pure investment manager focused on delivering performance for clients, Henderson offers investments across global equity, fixed income, currency and property asset classes, as well as alternative products such as private equity and hedge funds, providing investors with a strong choice of investment strategies spanning the spectrum of risk and return.

*Source: Henderson Global Investors, at 31 December 2013

Independent Health Care Solutions

The IFP Healthcare Scheme

http://www.ihcs.co.uk/

IHCS are specialist healthcare brokers working with the IFP membership to develop and grow successful healthcare accounts. Our Health Advisor proposition utilisesthe buying power of the IFP to deliver premiums unavailable to IFA’s working in isolation.

Contact Philip Nielsen or Jim Jackson on 01274 693020 or email info@ihcs.co.uk

 

IRESS

www.iress.co.uk

IRESS is the leading software provider to the financial services industry, known best for its market-leading solutions including The Exchange, XPLAN, Trigold and MSO.

Its systems offer front, middle and back-office functionality for clients that range from financial service institutions through to independent operators.

IRESS strives for excellence in relationships with clients and industry bodies alike, working with the industry to face challenges and keep pace with industry developments.

iShares

http://uk.ishares.com/en/pc

iShares is the world's No 1 ETF provider* globally with US$669.9 billion in assets under management. With over 470 ETFs listed on exchanges worldwide and over 39% market share globally, iShares has been championing ETFs as a better way of investing for the past 15 years**.

* Source: ETF Landscape, Industry Review, February 2012, BlackRock.

** Data as at February 2012

James Hay Partnership

www.jameshay.co.uk

James Hay Partnership, the platform for retirement wealth planning, has been working with financial advisers and clients for over 30 years to administer pensions, savings and investments in a cost and tax efficient way. Today over 50,000* clients trust us to look after more than £16 billion* worth of pension and investment savings.

From the very first day we have challenged industry norms as we’ve responded to changing client needs - from being the first SIPP provider in the UK, through to developing our modular approach to retirement wealth planning, which we launched in 2013.

The Modular iSIPP embraces fair and flexible pricing meaning the customer only pays for what they use, while they use it. This has now been evolved through the Modular iPlan to include other non-pension wrappers such as GIAs and ISAs.

We are able to continue to innovate thanks to being part of the IFG Group, a focused financial services company specialising in the provision of independent financial advisory and administrative services.

Headquartered in Dublin, Ireland, IFG Group plc is listed on the Irish and London Stock Exchanges.

*as at December 2014

Just Retirement

 

www.justadviser.com

Everyone deserves a just retirement

As the FCA confirmed, the difference between a good retirement income and a bad one can be significant.  That’s why it’s more important than ever before that clients can access your expert advice to help them make an informed choice and get the most out of their pension savings.  In addition, the pension changes introduced in April 2015 mean that clients now have greater choice about how they access and utilise their pension pot to fund their retirement.

As a specialist provider of financial solutions for those approaching and in retirement, Just Retirement Limited can support you as you help your clients make the most of their pension and property assets by providing products that take advantage of these new pension freedoms alongside our award-winning service.

Our customer service has consistently been recognised by the industry, and we are delighted to have achieved ‘five star’ ratings in the Financial Adviser Service Awards Life and Pensions Provider category for the tenth  consecutive year and the Mortgage Lenders and Packagers category for the seventh consecutive year. To find out more about our products and award-winning service click here.

We couldn’t achieve this without the support of the financial intermediary community and the dedication of the people who work for Just Retirement. We will continue to develop our service and products, to provide the highest possible level of support to you.

Helping you help more of your clients get the retirement income they deserve.

Just Retirement Limited. Registered Office: Vale House, Roebuck Close, Bancroft Road, Reigate, Surrey  RH2 7RU. www.justadviser.com Registered in England Number 05017193. Calls may be monitored and recorded, and call charges may apply. Lines are open 8.30am to 5.30pm, Monday to Friday. 

MetLife

www.metlife.co.uk/intermediaries

Since entering the UK market in 2007, MetLife has been focussed on bringing clients a genuine alternative to all other retirement and investment solutions out there.

Our aim is to help you build financial freedom for your clients by offering financial security, whatever the economic conditions.

We offer a range of unit-linked guarantees across investment and retirement products, offering capital and income security, as well as the opportunity to lock-in investment growth. 

Morningstar

http://www.morningstar.co.uk

Morningstar is a leading global provider of independent investment research. In the UK, our Adviser Workstation service provides valuable support for financial advisers in the critical areas of asset allocation and portfolio construction and management.
 
Morningstar has built an enviable reputation as a trusted source for insightful information on managed funds and for its expertise and understanding in supporting advisers to help customers make better investment decisions.

NS&I

http://nsandi-adviser.com/

NS&I has been looking after the nation’s finances for over 150 years. Today we’re one of the UK’s largest savings organisations, with over 25 million customers and over £100 billion invested. Backed by HM Treasury, we offer a range of secure products which can help to balance risk in your clients’ portfolios.

 

Nucleus Financial

www.nucleusfinancial.com

Nucleus is a wrap provider founded in 2006 by a number of quality IFAs to initiate a sea-change in the investment and pensions market. The central innovation is the IFA based ownership structure and all that flows from this control.

 

Oasis

www.oasiscrescent.com

Oasis, is a wealth management company focused on growing its clients investments through delivering excellence in performance, client service and administration.  Oasis commitment to world-class wealth management solutions is offered through its innovative, ethical and sustainable products which are managed according to Islamic principles by a highly experienced and skilled investment team.

Parmenion

http://www.Parmenion.co.uk

Parmenion provides investment solutions to Advisers, combining its award winning online platform based administration with discretionary fund management capabilities. 
We enable Advisers to deliver a sophisticated client investment service whilst building efficient, scalable and profitable businesses.

Parmenion is an independent company backed by some of the most experienced investment and technology executives in the industry.
 

Partnership: Platinum Sponsor

People with health and lifestyle issues which could affect their life expectancy deserve more from financial products at retirement. At Partnership, we see retirement differently from the standard providers and use our underwriting expertise to offer these customers a better deal.

In fact Partnership has 20 years of proprietary medical and mortality data. This information, combined with our underwriting and actuarial expertise, give us the knowledge required to more accurately assess your client’s likely life expectancy compared with the average. We can therefore often offer them better benefits than a mainstream insurer.

We cater for clients with a variety of lifestyle habits and health conditions, from the relatively minor such as a smoking habit and high-blood pressure, to the more serious such as heart failure, stroke, diabetes, and cancer.

First Class Service

Partnership is dedicated to providing excellent service, to every single client, every single time.

Our service includes:

  • Personal service from dedicated account managers with passion, expertise and market knowledge.
  • A support team which knows your business and understands your needs.
  • Specialist underwriting teams focused on delivering the best possible terms, quickly and accurately.

The Value of Annuities

Partnership believes that annuities are going to remain a core element in retirement income planning in 2015. As a company that has championed ‘shopping around’ for over 10 years, we fully welcome the greater choice available to clients. Furthermore, we firmly believe that enhanced annuities will continue to be central to their desire to obtain security for their income whilst still achieving maximum value for their retirement.  Some of the benefits of an annuity include

  • A guaranteed income for life to cover basic income requirements
  • Higher income for those with impaired health
  • Favourable tax benefits*

Working with the IFP to raise standards

Partnership is proud to once again be working alongside the IFP and its members to help promote deeper understanding of the marketplace, products and technical issues. We believe that the professionalism it promotes will be key raising standards across the industry and help to build consumer awareness during this period of change.

For more information on the core benefits of annuities, and details of our products, please visit our website at www.partnership.co.uk

*Tax is subject to change and depends on individual circumstances

Prudential

http://www.pruadviser.co.uk/content/index.html 

Prudential plc is an international financial services group with significant operations in Asia, the US and the UK.  We serve approximately

25 million customers and have £290 billion of assets under management.  We are one of the best capitalised insurers in the world with an Insurance Group Directive (IGD) capital surplus estimated at £3.4 billion.

Schroders

www.schroders.co.uk/adviser

Schroders is an independent, dedicated asset manager with a strong heritage and culture based on over 200 years’ experience of investment markets. We manage £276.2 billion on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of asset classes across equities, fixed income, multi-asset and alternatives.

Seven Investment Management

http://www.7im.co.uk

Seven Investment Management (7IM) offers a unique combination of services to Financial Planners who wish to delegate investment management whilst keeping full control of the client relationship. 7IM provides a discretionary management service delivered via our team of specialist investment advisors, together with a range of multi-manager OEIC funds, and a wrap platform to allow you to oversee all your clients' investments. Call us on 020 7760 8777  for more details or to arrange a meeting.

Source

www.sourceetf.com

Source is one of the largest providers of exchange traded products (ETPs) in Europe, with almost $20 billion* of assets under management. Source’s range of products offers investors exposure to equity, fixed income and commodity markets worldwide. This includes low cost products that track key benchmark indices, actively managed funds and innovative “smart beta” products.

For more information, please contact ukinfo@sourceetf.com.

*Data as at 31/07/15

Standard Life

http://www.standardlife.co.uk

Established in Edinburgh in 1825, the Standard Life group is a financial services group whose principal activities consist of the provision of life assurance and pensions, investment management, banking and healthcare insurance products with approximately 10,000 employees spread across the UK, Canada, Ireland, Germany, Austria, India, Hong Kong and mainland China

Standard Life Assurance Limited (SC286833) is registered in Scotland at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH and is authorised and regulated by the Financial Services Authority. 0131 225 2552. Calls may be recorded/monitored.
© 2008 Standard Life

The Association of Investment Companies

http://www.theaic.co.uk/financial-advisers

The Association of Investment Companies (AIC) represents the interests of the investment trust industry and their members include a broad range of closed ended investment companies, investment trusts and VCTs. The AIC has 338 members and the industry has total assets of approximately £113 billion. The AIC lobbies on behalf of its members, promotes best practice and provides information and training on investment companies to financial advisers. To find out more about our training programme and information on investment companies please go to our adviser website http://www.theaic.co.uk/financial-advisers.

The Prestwood Group

http://www.prestwood-group.co.uk

Prestwood are the leaders in client facing financial planning software. In 2007 they launched ‘Truth®’ which has since helped hundreds of advisers move to more profitable financial planning models. Truth is easy to use with clients thereby creating powerful client relationships. It moves the focus off products and investments to what matters most – helping clients identify, achieve and maintain their desired lifestyle.

Transact

http://www.transact-online.co.uk

Transact is the first independent, IFA-only Wrap service to be launched in the UK in 2000. Transact provides a full range of open architecture tax wrappers which can purchase, hold and report on virtually any asset that is tradeable and priceable in the UK, including all Unit Trusts, OEIC's, Investment Trusts, Equities, Gilts, VCT's, ETF's Hedge Funds and cash.

Vanguard

http://www.vanguard.co.uk

The Vanguard Group established the first index fund in the US in 1976 and today manages £1.7 trillion in assets worldwide.1

Vanguard established a UK presence in 2009 and offers UK investors a range of low-cost passive funds and five LifeStrategy single-fund solutions.

Further information, visit vanguard.co.uk

1 Data correct as at 31/03/2014.

Vanguard Investments UK, Limited is authorised and regulated in the UK by the Financial Conduct Authority.