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 (email@example.com).
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.
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 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.
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.
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.
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.
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 firstname.lastname@example.org or call 0800 988 1255
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.
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.
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.
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
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.
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