Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.
For further information on our capabilities and to learn how we empower results for clients, please visit: www.aon.com
BMO Global Asset Management is a global investment manager with offices in more than 25 cities in 14 countries, delivering service excellence to clients across five continents. We have over £194bn in assets under management, as over 31 October 2018
Our four major investment centres in Toronto, Chicago, London and Hong Kong are complemented by a network of world-class specialist managers strategically located across the globe: BMO Real Estate Partners, LGM Investments and Pyrford International Ltd. BMO Global Asset Management is a signatory of the United Nations-supported Principles for Responsible Investment initiative (UNPRI).
BMO Global Asset Management is a part of BMO Financial Group, a highly diversified financial services provider based in North America with more than 45,000 employees.
As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £421.4 billion* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,000 people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 200 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Explore our interactive timeline to see how we’ve been shaping financial futures since our very beginnings. *as at 31 December 2018
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. Our global advisory business is a provider of actuarial consulting services and software solutions. We deliver the best approaches to design, funding, governance, administration and communication to most of the world's top 300 pension funds.
OneDB is our outsourced defined benefit (DB) full-service pension scheme management solution. OneDB brings together all of the expertise and disciplines from our leading actuarial, administration and investment teams into a single, integrated and coordinated solution for trustees as well as corporate sponsors. OneDB gives you full integration of our services through a single team with assets, data and liabilities all aggregated via our OneDB software.
Gold Plus Sponsors
Capita Employee Solutions is the UK's largest pensions administrator and employee benefits consultancy, managing employee benefits for more than 1 million people, administering 4.8 million members' pensions and providing 3 million payslips a year. We help organisations meet all their pension and benefits requirements, from managing pension risks and maintaining member data to supporting and engaging pension scheme members and employees. Our DC and DB consultancy practices offer expertise ranging from investment and administration to actuarial and risk management strategies. Our portfolio includes full-service solutions, as well as our own Master Trust, Atlas, and our Orbit employee benefits technology. With the most comprehensive range of HR solutions Capita is uniquely positioned to meet all your HR needs.
Inside Pensions is the UK's leading provider of independent secretariat services for pension scheme Trustee Boards.
We're passionate about improving the governance and operational effectiveness of pension schemes.
Making sure that trustee boards comply with regulatory requirements and industry best practice is a given for a scheme secretary, but there is much more to the job than that.
Our people are experienced in-house pension managers, scheme secretaries, investment and administration specialists.
We have designed and implemented change strategies, improved trustee governance arrangements and ensured that operational matters are cost effective.
This is where Inside Pensions can help the most - we make things happen.
About Intelligent Pensions:
At Intelligent Pensions, we are uniquely positioned to help your employees secure the best retirement income solution for their needs. We are the UK's leading retirement income planning specialist and have developed affordable regulated advice solutions to meet the needs of employers, trustees and individual pension members in the new world of pension freedoms.
Our ‘Pathways' services deliver the necessary expertise and support at every stage of the retirement planning journey to help members get and stay on the right path towards retirement.
Contact Andrew Pennie to arrange a demonstration and see the power of Pathways for yourself (firstname.lastname@example.org).
Premier Companies is a nationwide provider of employee benefits and wealth management services, advising clients ranging from FTSE100 organisations to regional based companies.
We pride ourselves in helping employers and trustees with all aspects of their employee benefit arrangements in a tailored, practical and cost efficient manner, delivering market leading service standards to clients small and large.
Premier advises on all types of pension schemes, ranging from defined benefit to defined contribution schemes, including group personal pensions, stakeholder and auto enrolment services.
Our services include pension consulting, actuarial advice, risk benefits and administration, secretarial services to trustees and wealth planning advice.
"See Change" is our own personal commitment to demonstrating the highest possible service standards to our clients, through diligence and real value.
Scottish Widows enjoys a proud history, helping people plan their financial futures for over 200 years. As one of the most recognised and trusted brands in its sector* Scottish Widows has over 5 million customers across a broad product range, including life cover, critical illness, income protection, pensions, annuities, savings and investment products.
The brand today is best known for its iconic advertising with a series of famous commercials using its living logo - the Scottish Widow, created over 30 years ago.
‘Taking on your Future Together' is the current advert to feature the Scottish Widow and it underpins everything we do - from delivering expertise, guidance and insight to providing products to help people plan for their future.
Scottish Widows has been recently recognised for its service by both intermediaries and employers, securing a 5 Star rating at the Financial Adviser Service Awards 2018 and Pension Firm of the Year at the FD Service Excellence Awards 2018.
Customers can access Scottish Widows' products and services through Independent Financial Advisers.
* Prompted Awareness rank = 2, Trust (Character) rank = 2, Trust (Competence) = 1, IPSOS January 2019
SEI’s Institutional Group is one of the first and largest global providers of outsourced investment management services. The company delivers integrated retirement, healthcare and non-profit solutions to more than 480 clients in 13 countries. Our solutions are designed to help clients meet financial objectives, reduce business risk and fulfil their due diligence requirements through implemented strategies for the management of defined benefit plans, defined contribution plans, endowments, foundations and board-designated funds.
For more information visit: seic.com/institutional-investors
AiM is a UK based service provider offering a comprehensive range of expert business and technology services.
AiM's Data Solutions are helping organisations in the pensions, insurance and finance industries to improve compliance, increase productivity, reduce liabilities, save costs and increase growth through radical innovations in the governance of their data through automation and AI. AiM is leading the way with its dataEstate® software suite and its solution dataBelt® which provides data cleansing, data protection/GDPR and data forensics to improve decision making and regulatory/scheme compliance.
AiM's Data Solutions are available as services or software for due diligence and ongoing management
The Association of Member Nominated Trustees (AMNT) aspires to be a positive force and a prominent voice in the UK pensions industry today. We believe that given the inherently complex nature of UK pensions and the increasing burden being placed on trustees, that far more support should be made available to member nominees.
We are a not-for-profit organisation supporting member-nominated trustees, member-nominated directors and employee representatives of UK based pension schemes in the private and public sector (funded and unfunded).
The Association of Real Estate Funds (AREF) is the body that represents the interests of its member funds, those firms that advise and support them, and the end investors. We are recognised by policy makers, regulators, tax authorities and other official organisations as the leading spokesperson for real estate funds and therefore can influence the way our industry evolves for the benefit of all stakeholders.
Through our Code of Practice, investors and their advisers are aware of the highest standards our members adhere to, both in transparency and corporate governance, therefore enabling us to promote their confidence when they invest in real estate through these funds.
We currently have 64 fund members, with a collective NAV of circa £72bn under management.
Broadstone is an employee benefits consultancy built around a team of experts who are passionate about the ever-changing world of pensions and benefits. We have over 220 staff who provide actuarial, administration, investment and benefit consultancy services from 8 locations across the UK.
Broadstone always aims to deliver services to the highest quality and we work hard to achieve ‘trusted adviser' status with our clients. Our business believes and promotes a people first culture, both internally and to our clients. We know that when we all work as a team and combine our vast reservoir of expertise and knowledge, we will deliver results to our clients, maintaining the personal touch that can be so often missing in today's business world.
Buck is a premier, global integrated pensions and benefits consulting, administration, and technology services provider.
Together with our clients, we're defining the new social contract between employers and their employees, and trustees and members, to not only accommodate shifting expectations, but to stay ahead of them.
Driven by best-in-class technology and leading analytics capabilities, our consulting solutions and easy-to-use administration platforms are helping the world's most forward-thinking companies re-envision and re-design the way people work and live.
No challenge is too big or too small for our team. And with an eye towards the future, we're introducing new technology-enabled solutions that make delivering on your commitments to your members seamless and more measurable.
For more information, visit www.buck.com.
Criterion is the not-for-profit body that delivers professional standards and governance services for the UK's Financial Services industry, helping organisations achieve higher levels of collaboration, reduce costs and achieve better consumer outcomes.
• Criterion launched in 2017, but its team has been delivering professional standards and governance since 1989.
• It is relied on by around 400 companies to deliver standards underpinning millions of mission-critical transactions every week. This includes:
o platform providers with combined assets under administration of over £400bn.
o 100% of the FTSE 100 Life Insurance sector.
o 100% of FTSE 250 Life Insurance sector.
o More than 95 leading pension brands across providers of SIPPs, platforms and third-party administration services.
• Criterion Common Declarations have supported more than 2.2 million pension transfers, worth more than £110bn and counting.
We provide our customers with the technology and our pioneering asset model to help their
customers make better informed decisions about their finances.
Our tech helps you guide people through their options. It transforms how you serve your
customers. And it lets you embrace digital and all the benefits it brings.
We work with some of the UK's largest financial services companies as well as innovative
start-ups. Using our technology, they deliver personal and engaging digital advice and
guidance. And they use our asset model to drive informed investment decisions.
So, whatever journey you're embarking on or challenge you need to face, we're here to
Evolve provides Crystal, a Master Trust authorised by The Pensions Regulator on 11th April 2019.
Crystal has consolidated over 35,000 members of Master Trusts in the last 6 months and is working with other pension schemes which require an authorised scheme ongoing.
Crystal has advanced accumulation investment options and a built in Drawdown structure which allows members total flexibility and control of their investments.
With supervision in mind, the Trustee and operational structure of Crystal has been built with solid foundations to provide Master Trust members a stable
As well as operating Crystal, Evolve also provides administration, governance and secretarial services to a range of clients covering nearly 100,000 members and 3,000 employers.
LCP is a specialist pensions consulting firm. We help our clients make good decisions based on insightful analysis, industry expertise, and game-changing technology. We are a true partnership - both in our corporate structure and our relationships. Because we are independent, our clients can trust our advice implicitly.
We believe that technology has the power to put control back into our clients' hands, by making sure they always have the information they need in real-time to evaluate any advice. We make sure that anything we build is designed with our clients' in mind. Further details at: www.lcp.uk.com
At Lemonade, we take a fresh approach to communicating pensions. We don't believe in complicated jargon or stuffy stereotypes - we aim to engage through simplicity. We love coming up with new and exciting ideas to really grab the attention of your members and make the sour world of pensions sweet! Our size is our strength, we are nimble enough to move quickly with the ever-evolving financial landscape and any sudden changes in pension plans. We can guide and advise you on the most effective ways to engage your workforce in their pension and benefits.
We are one of the few global wealth management firms in private ownership. Founded in 2008, we are a UK-based partnership between LGT, wholly owned by the Princely Family of Liechtenstein, and the executive partners of LGT Vestra. We have access to five international booking centres and have offices in the world's key financial markets.
Our private ownership ensures a long-term outlook and financial stability, which together with a shared vision, creates the essence of our business. Our fresh approach to wealth management focuses on building lasting partnerships with our clients, developing trust through transparency and maintaining our entrepreneurial spirit.
As at 30 April 2019, LGT Vestra managed £12.7 billion in assets.
Revolutionary Defined Benefit pensions administration, investment and actuarial valuation software.
Mantle uses live scheme data and advanced process automation to provide a range of innovative services including accurate daily valuations, real time data and benefit audit reports, interactive actuarial modelling illustrations, and much more...
Pendragon provides Perspective, the innovative and highly acclaimed legal and regulatory information service for the UK pensions industry. Organisations across the whole spectrum of pensions - funds, advisers, regulators and trustees - have come to rely on Perspective.
Perspective's content is updated several times a day and includes Acts, SIs, regulatory materials (PPF, The Pensions Regulator, HMRC etc), EU documents, law reports, Ombudsman determinations, news, parliamentary coverage, commentary, reports, statistics and surveys.
Perspective's functionality is unrivalled. Key features include cross-referencing between documents, our 'time-travel' facility (allows users to view a document as it appeared at any date in the past or future) and searching. Users are made aware of developments within the industry through document and news alerts.
River and Mercantile is a broad based asset management, investment solutions and actuarial specialist, successfully interpreting the complexities of investment and financial liabilities. The team at River and Mercantile is focused on designing and tailoring highly effective and innovative strategies to help their clients solve the challenges they face today and in the future.
River and Mercantile Group employs over 200 people across seven offices in the UK, USA and Australia, managing assets of £36bn (as at 31 March 2019).
Sammons Pensions Recruitment is an award-winning, industry-leading recruitment specialist. Average tenure of our professionally-qualified staff is over 15 years.
For over 25 years we have successfully recruited across the UK and International pensions industry; Permanent, Interim, Temporary, Contingency and Executive Search-based appointments for FTSE100 to SMEs, placing highest calibre candidates at all levels:
• In-house Administration to Global Director
• Third party/Consultancy Administration, Client Management, Consultancy, New Business; Actuarial
• Specialist including Communications, Technical, Compliance, IT, Implementation, Project Management, Accounts, Payroll, Trustee, Investment
Additional services include: Outplacement; Salary Benchmarking, Annual Salary Survey, now in its 18th year of production; Career, CV, Interview, Offer Counselling; Recruitment Techniques; access to Legal Advice. Visit our website for more information www.sammons.co.uk/pensions
Target provide detailed trace and data verification solutions for the pensions industry. We are the leading trace agency for innovation, providing a bespoke service to our clients and delivering the highest quality results which are fully investigated. We work with all sectors within the industry and can prepare scheme common data in a staged and cost-effective way ahead of GDPR and the revised tPR scheme return. Target hold ISO 9001 and ISO 27001 as well as Cyber Essentials plus accreditation. For specific enquiries please contact us on email@example.com or call 0800 988 1255
As the regulator of workplace pensions, we set out a clear regulatory framework within which employers, trustees, advisers and providers are expected to meet their obligations. We make sure that they have every opportunity to successfully fulfil their duties to their members.
We do this through:
Setting clear expectations: Working with those we regulate to ensure that the standards we expect are clear and adopted.
Identifying risk early: Preventing risks to pension savers increasing over time through prioritisation, monitoring, supervision and early proactive intervention.
Driving compliance through supervision and enforcement: Using a wider range of regulatory interventions through a process of systematic and escalating interaction with those we regulate.
Working with others: Working with our regulatory partners, stakeholders, advisers and intermediaries to deliver a comprehensive and consistent regulatory framework.
AHC (Anthony Hodges Consulting) is an award winning creative communications consultancy. We design and deliver pension and employee benefit communications that get attention and lead to measurable improvements in engagement of employee audiences around the world.
Our services include:
Pension and benefit communication strategy workshops
Branding and creative design
Interactive modelling tools
Print and digital communications for DB, DC, CDC and employee benefit schemes
Personalised video and animations
Virtual and augmented reality
Pop along to stand 21 for a chat with one of our communication experts and to discuss your communication goals.
Equiniti's EQPaymaster division is one of the largest providers of outsourced pension administration in the UK, working with schemes in the public and private sectors with complex defined benefit, defined contribution and hybrid arrangements. In addition, Equiniti also provides specialist pensions savings and retirement income administration services to the insurance sector.
The wide array of administration services provided include; member record keeping and maintenance; web; treasury; accounts; communications; and pensioner payroll. Equiniti supports around nine million pension scheme members and pays around 20% of UK pensioners, delivering £25 billion in payments to 3.5 million pensioners and annuitants in 2017.
ITM provide independent data consultancy to the pensions and insurance industry. We solve complex data problems using our technology and independent expertise. As a result our clients save money, reduce risk and give their customers a better experience.
Our team have all worked in your world. So we understand your priorities and your pressures - we approach your data challenges with insider expertise combined with outsider independence. We deliver data services from audit and cleanse to transformation and migration. We transform data to help our clients realise their strategic aims and deliver maximum value; with data as an enabler to drive forward.
Linklaters' pensions practice is one of the most established and highly-rated practices in the UK and across Europe. We are consistently rated by independent legal directories as "top tier" pensions lawyers. Our specialist team of pension lawyers has extensive experience of the full range of pensions issues including de-risking solutions, tailored funding solutions, regulatory, governance and investment issues.
Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Mercer's more than 23,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With 75,000 colleagues and annualized revenue approaching $17 billion through its market-leading companies including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit www.mercer.com. Follow Mercer on Twitter @Mercer.
For four decades, State Street Global Advisors has served the world's governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world's third largest asset manager with nearly US $2.80 trillion* under our care.
* This figure is presented as of March 31, 2019 and includes approximately $33 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
Stephenson Harwood is a law firm with over 1000 people worldwide, including more than 170 partners. Our people are committed to achieving the goals of our clients. We assemble teams of bright thinkers to match our clients' needs and give the right advice from the right person at the right time. Dedicating the highest calibre of legal talent to overcome the most complex issues, we deliver pragmatic, expert advice that is set squarely in the real world.
Our pensions team has the experience, knowledge and skills to advise you on a broad range of pension issues – from the day-to-day to the unusual.
WEALTH at work is a leading provider of financial education, guidance and advice in the workplace.
It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education tailored to their needs.
Its guidance and financial advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.
This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.
Carbon Offset Partner
Incisive Media Events has partnered with BusinessGreen, the UK's leading green business media brand, to help deliver on our sustainability strategy. Incisive Media Events mission in partnership with BusinessGreen is to create a genuinely sustainable events business.
As part of the new strategy, Incisive Media will commit to working towards the ISO20121 sustainable events standard.
Our goal is to reduce our paper consumption, improve recycling rates, curb food waste and cut red meat at all our events. We will also look to deliver carbon offsetting at our events wherever relevant. In addition, we will be asking all suppliers to provide detailed information on their sustainability credentials and initiatives, we will ban plastic straws at all of our events, and we will focus on and highlight how to travel to our events via public transport.
For more information about BusinessGreen go to www.businessgreen.com