Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed-income investment strategies for different types of investors. Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research, and individual accountability. Today, Capital Group works with financial intermediaries and institutions to manage approximately US$2.5 trillion2 in long-term assets for investors around the world.

Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed-income research and investment management across the Capital organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.

One of Britain’s leading personal insurers, represented through our well-known brands Direct Line, Churchill, Privilege, Darwin, and through our partners. Our motoring brand Green Flag is the third largest roadside recovery provider in the UK. We protect commercial businesses through our brands, including NIG and Direct Line for Business. Our vision is to create a world where insurance is personal, inclusive and a force for good.

We partner with our clients to navigate their changing worlds by bringing together deep expertise from across the financial, consumer, corporate and political landscapes.
We empower financial services brands and business leaders to define their narrative, find their voice, and communicate in ways which build and protect their reputations, change audience perceptions and drive actions which support their commercial aims.

Legal & General is a leading financial services group and major global investor, safeguarding people's financial futures around the world.

Our Retail division covers the savings, protection and retirement needs of our c.14 million policyholders and workplace members, supporting customers throughout their lives to help them save, plan, protect and enjoy retirement.

Bio coming soon.

We’re the Nucleus Financial Platforms group.

We offer investment platforms and products exclusively to financial advisers, that ultimately help make retirement more rewarding.

Renowned for its SIPP expertise, James Hay Partnership has been working with larger financial advisory groups for more than 40 years, providing the means to administer pensions, savings and investments in a cost and tax efficient way.

Our award-winning platform Nucleus was founded in 2006 by advisers committed to altering the balance of power in the industry by putting the customer centre stage.

Curtis Banks is one of the UK’s largest administrators of SIPP and SSAS solutions for customers and businesses. It is one of Europe’s largest commercial property landlords, a specialist area for self-invested pensions. The business maintains a focus on providing high levels of technical support, robust service, modern technology and innovation.

Together we’re one of the UK’s leading, independent, adviser platform and product groups, with approximately £80 billion in assets under administration, helping nearly 6,000 advisers make retirement more rewarding for almost 250,000 customers.

*As at November 2023

People's Partnership provides The People’s Pension to more than 6 million people in the UK, across all sectors.
As a business without shareholders, it puts its customers at its heart, reinvesting its profits to benefit them. It helps people build financial foundations for life by providing straightforward and accessible products that can benefit everyone, and championing better financial outcomes for people across the UK.

Quilter is a leading provider of financial advice, investments and wealth management, helping to create prosperity for the generations of today and tomorrow. We manage approximately £100bn of client investments, supporting them as their financial requirements evolve throughout their lives.

We achieve this through quality advice, strong long-term investment management performance and a commitment to building long-term relationships and by delivering award-winning customer service.

Schroders is a global investment management firm with £750.6 billion (€866.2 billion; $956.9 billion) assets under management, as at 31 December 2023. Schroders continues to deliver strong financial results in ever challenging market conditions, with a market capitalisation of circa £7 billion and over 6,400 employees across 38 locations. Established in 1804, the founding family remains a core shareholder, holding approximately 44% of Schroders’ shares.

Schroders has benefited from a diverse business model by geography, asset class and client type. It offers innovative products and solutions across four core growing business areas; asset management, solutions, Schroders Capital (private markets) and wealth management. Clients include insurance companies, pension schemes, sovereign wealth funds, high net worth individuals and foundations. Schroders also manages assets for end clients as part of its relationships with distributors, financial advisers and online platforms.
Schroders aims to provide excellent investment performance to clients through active management. It also channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we will deliver for our shareholders and other stakeholders.

Scottish Friendly is an innovative leading UK mutual life and investments organisation which has been helping individuals and their families achieve financial well-being through friendly products and customer care for over 160 years.

Their mutual status means Scottish Friendly can focus their attention and reinvestment on both their members and colleagues with no competing demands on either.
In recent years, Scottish Friendly has focused largely on reinvestment into new technology with the purpose of enhancing business operations, automation, and to drive greater cost management efficiencies.

Founded in 1815, Scottish Widows is part of Lloyds Banking Group, the UK’s largest digital bank and financial services group. With nearly £190bn assets under administration and 6 million customers, Scottish Widows’ award-winning product range includes workplace and individual pensions, annuities, life cover, critical illness, income protection as well as savings and investment products. Customers can access our products and services through independent financial advisers, directly, and through all Lloyds Bank, Bank of Scotland and Halifax branches.

We are an insights and research-driven global strategic communications and advocacy group. We work at the nexus of business, politics, communities, markets, and media to deliver positive outcomes. We are the people you come to with an opportunity to seize or a problem to solve.
Our advice is delivered by over 1,400 professionals across five continents, providing clients with around-the-clock counsel and support, implementing campaigns locally, nationally, and internationally.

Bio coming soon.

Bio coming soon.

Tink is the market leader in open banking, enabling banks, fintechs, and merchants to build data-driven financial services. Whether that’s making account-to-account payments, onboarding new customers, making better credit decisions, or creating money management tools. A wholly owned subsidiary of Visa, Tink has over 6,000 connections to banks reaching hundreds of millions of people across 19 markets.

Since its creation in 2012, Tink has powered the pioneers of open banking and now serves some of the world’s largest financial institutions, taking processes that are filled with friction and replacing them with seamless experiences that eliminate complexity for consumers.

Founded in 1975, Vanguard is one of the world's largest investment management companies, offering investments, advice and retirement services, and insights to individual investors, institutions, and financial professionals. Based in Malvern, Pennsylvania and with offices worldwide, Vanguard manages $8.6 trillion on behalf of 30 million clients (as of December 31, 2023). Vanguard operates under a unique, client-owned structure and adheres to simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Virgin Money is a Tier 1 bank with c.6.6m retail and business customers across the UK, bringing the best of the Virgin brand to make banking better and enable customers to achieve their financial goals.

Led by its purpose of ‘making you happier about money’, Virgin Money offers a range of straightforward, award-winning products including current accounts, credit cards, savings, investments, mortgages, pensions, loans and more. Rewarding, digital-first customer experiences are central to its ambition of becoming the UK’s best digital bank, supported by a network of stores, contact centres and relationship managers. Through the Virgin Money Foundation and key partnerships, the bank also delivers positive change in society as part of its progressive sustainability and ESG agenda.

Headquartered in Glasgow with major offices in Newcastle upon Tyne and London, Virgin Money is a FTSE 250 company, dual-listed on the London Stock Exchange (VMUK) and the Australian Securities Exchange (VUK).

Vitality are a health and life insurance company, offering market leading, comprehensive, and award-winning cover.

Our core purpose, to make people healthier and to enhance and protect their lives, is embedded within our products and services. We believe in the idea of ‘shared value’, a unique approach to insurance, based on the scientifically proven principles of behavioral economics - we empower our members to take control of their wellness and develop long-term healthy habits, that are good for them, good for us and good for society.

As a building society we’re run differently from a bank. We don’t have external shareholders to satisfy, instead we’re here for the benefit of our members. The money we earn is given back to our customers in interest rates, goes towards paying for the service we provide or gets re-invested to build a stronger society for the future.

We’ve built our strategy around our purpose of providing Real Help with Real Life.
For us that means delivering three central ambitions: helping people to have a place to call home and helping them towards greater financial wellbeing, whilst creating long-term value for our members.

SASSY+ is an award-winning production powerhouse of dynamic storytellers and skilled technology specialists, delivering magnetic content solutions to brands and businesses across the globe.

Made up of a team of over 80+ experts, we collaborate, ideate, and formulate a best-in-class approach to production, delivering everything from internal comms, product launches and social-first content, to TVCs, chart-topping podcasts and thought leadership. Plus so much more.

Built on over 30 years’ experience in live streaming, hybrid events, branded content, photography, social storytelling and audio production, we’re setup to deliver on any comms challenge.

Our unique in-house integrated model enables us to deliver seamless “no tears” solutions - powerful production, technical innovation, and meaningful creative that engages audiences and drives results. Visual storytelling is at the heart of what we do, coupled with our knowledge of content production, advertising, broadcasting and digital platforms. This ensures our ideas entertain, create impact with audiences and deliver on business objectives. Sassy Studios has been designed specifically for creating premium multi-platform content, all in one location.

Operating our own studios and cutting edge post production facilities enables us to deliver unrivalled time saving and financial efficiencies.