Aon Hewitt empowers organizations and individuals to secure a better future through innovative retirement, health, and talent solutions. We advise and design a wide range of solutions that enable our clients' success. Our teams of experts help clients navigate the risks and opportunities to optimize financial security; redefine health solutions for greater choice, affordability, and wellbeing; and achieve sustainable growth by driving business performance through people performance. We serve more than 20,000 clients through our 15,000 professionals located in 50 countries around the world.
For more information, please visit aon.com.
Centralus PLC provides simple and employee-focused solutions designed to reinforce your business. We add value to the working lives of employers and employees through:
Workplace Pensions Provider
Employment Law Advice
Your business receives complimentary employee benefits, such as 24/7 access to doctors, a confidential helpline and shopping discounts. We offer your employees one of the best-performing pension providers, with real-time access to their portfolios online. Our employment law experts safeguard your business with practical advice, freeing up your HR department to concentrate on employee performance and recruitment. Learn how our services benefit your business at http://www.centralus.co.uk/
KPMG is a leading provider of professional services including audit, tax and advisory. Our People Services offering provides expert consultancy on business, people and reward strategies and includes our pensions team, comprising over 400 specialists in actuarial, investment, communication, covenant, insurance solutions, M&A and DC.
As the needs of our clients and their employees have changed, we have invested in our people technology and solutions. As well as our high performing Pensions technology of KPMG Fusion®, KPMG Pilot® and KPMG Navigator®, our latest offering also includes Financial Wellbeing and Education, our Right to Work app, Gender Pay Gap, and our Flexible Benefits system.
LGT Capital Partners is a leading alternative investment specialist with over USD 55 billion in assets under management and more than 450 institutional clients in 36 countries. An international team of over 370 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in New York, Dublin, London, Vaduz, Dubai, Beijing, Hong Kong, Tokyo and Sydney.
About Pension Insurance Corporation The purpose of Pension Insurance Corporation plc ("PIC") is to pay the pensions of its policyholders. At year end 2016, PIC had insured 134,900 pension fund members and had £22.6 billion in financial investments, accumulated through the provision of tailored pension insurance buyouts and buy-ins to the trustees and sponsors of UK defined benefit pension schemes. Clients include FTSE 100 companies, multinationals and the public sector. PIC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority (FRN 454345). For further information please visit www.pensioncorporation.com
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. With roots dating to 1828, Willis Towers Watson has 40,000 employees in more than 140 territories. We design and deliver solutions that manage risk, optimise benefits, cultivate talent and expand the power of capital to protect and strengthen institutions and individuals.
We combine expertise in retirement and investment consulting to help organisations develop retirement programmes that meet their workforce needs. We partner with clients around the globe to determine the best approaches to design, funding, governance, administration and communication. We are a leading provider of actuarial services to today's global organisations, providing services to most of the world's top 300 pension funds. We serve 75% of the Fortune 500 and are the actuary to 40 of the 100 UK's largest corporate pension funds.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At March 31, 2017, BlackRock's AUM was $5.4 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of March 31, 2017, the firm had approximately 13,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company's website at www.blackrock.com | Twitter: @blackrock_news | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock
Capita Employee Benefits is the largest UK-owned employee benefits consultancy, looking after the interests of some 1,600 clients and 4 million employees. We offer employers and trustees a comprehensive range of pension solutions with expertise in pension consultancy, risk management, administration, and member engagement alongside our data and tracing services.
Our specialist knowledge and expertise ensures we create innovative solutions which can make a real difference. We employ over 2,400 members of staff across 13 UK offices. As part of Capita plc, we are able to invest heavily in the development of our people, enabling them to deliver transformational consultancy and administrative excellence, underpinned by market-leading technology.
We provide award-winning solutions for clients in all areas of administration and consultancy; underpinned by our own proprietary technology solutions - HartLink for pension scheme administration and our Orbit portal for employees and scheme members.
We are the UK's leading retirement income planning specialists and are uniquely positioned to help your employees secure the best retirement income solution for their needs.
Our ‘Pathways' services offers a range of guidance and affordable regulated advice solutions to meet the needs of employers, trustees and individual pension members in the new world of pension freedoms. Pathways delivers the necessary expertise and support at every stage of the retirement planning journey to help both DB and DC members get on the right path towards retirement and beyond.
Contact Andrew Pennie to arrange an online demonstration and see the power of Pathways for yourself (firstname.lastname@example.org).
Premier is a pensions and benefits consultancy providing advice and support to individuals, trustees and companies on pension, wealth and benefit matters.
With a strong focus on excellent customer service provided through experienced staff and supported by some of the leading technologies, they have created a range of trustee services for pension schemes of all sizes, as well as working with many household name employers providing strategic advice to become one of the leading firms in this market place.
Their fast-growing financial services business provides high quality advice to individuals as well as managing the contract based pensions and benefit programmes for a range of companies. Please visit www.premiercompanies.co.uk for more details.
As a global investment manager, we help institutions, intermediaries and individuals across the planet 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 £416.3 billion (€486.7 billion/$520.6 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 4,100 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 two centuries and more than seven generations we've grown and developed our expertise in tandem with our clients' needs and interests.
Further information about Schroders can be found at www.schroders.com.
*as at 31 March 2017
Scottish Widows is one of the largest pension providers in the UK, helping 1.4 million employees save for their future (as at 23 January 2017). Corporate pensions are a key part of our business and we understand that its's a complex market. Our strength is in supporting our customer, putting them at the core of everything we do and always striving to provide employees with the best outcomes for their retirement.
SEI is a leading provider of investment services to Defined Benefit and Defined Contribution pension schemes working with more than 475 institutions in 13 different countries. Starting with the goals of each pension scheme, SEI offers fully tailored solutions, from Investment Consulting to Fiduciary Management and Master Trust. Through its scale, expertise and over 20 years heritage of providing investment services, SEI aspires to give trustees greater control over the strategic development of their scheme whilst reducing volatility and improving their funding level. For more information visit: http://www.seic.com/enUK/institutional-investors.htm
For further information contact:
Elli Saravelou, Events Manager, Institutional Group
Keynote Theatre Sponsor
Equiniti, the UK's leading pension services providers, are experts in helping clients meet today's ever-changing pension administration challenges.
We provide finely-tuned technology to enable the smooth running of pension and annuity administration and payment delivery services, for large companies and the public sector, touching 27% of UK occupational pension scheme members.
Our administration services and award-winning pensions software enable the provision of pension services to over 7.3 million scheme members.
Our mission is to make the complex simple.
AllianceBernstein (AB) is a leading investment-management firm with $498 billion in client assets under management, as of March 31, 2017. We provide forward-looking perspective, independent research and investment discipline across asset classes, from equities and fixed income to alternatives and multi-asset portfolios. Our worldwide clients-including institutional, high-net-worth and retail investors-face new investment challenges and opportunities every day. Through our unique combination of expertise, research and global reach, we apply collective insights and leverage our extensive global footprint to help keep our clients at the forefront of change.
Advanced Asset Consultants Ltd is a leading chartered firm of independent financial advisers and pension transfer specialists, offering financial planning advice to personal and corporate clients. Working closely with your existing professional advisers to achieve the right outcome for you, our financial advisers offer advice on a full range of financial services, including pensions, investments, insurance and protection, trusts and estate planning.
We take the time to listen to members needs and requirements, working with employers to provide seminars and drop in clinics to ensure that all members are well informed and fully understand the available retirement and pension transfer options.
We source Pensions & EB candidates in all disciplines, at all levels for our Clients who are In-House Pension Departments, Third Party Administrators and Consultancies UK wide. BranWell Ford have developed an enviable client portfolio through sharing knowledge about the jobs market, assisting with drafting job descriptions, providing salary and benefit advice and understanding when market conditions change. The specifics of each vacancy is important and we meet our clients to identify working environments and access skills, experience and personality fit.
Candidates benefit from working with the BranWell Ford team who are qualified pensions professionals now working as niche REC recruitment professionals. We undertake the time to interview each candidate and identify career objectives, specific salary requirements and ensure CV's are only issued with permission.
We manage a variety of vacancies and we pride ourselves on bringing together clients and candidates for their mutual benefit.
Full details can be found on www.branwellford.co.uk
Pip Sanford - Consultants, Communications, Flex, Protection and Exec arrangements.
Nikk Haupt - TPA, Administrators and Managers, Ops & Delivery, IT, Accounts & Payroll
Hayley Brockwell - In-House at all levels
Tel: 01279 859000
email@example.com OR firstname.lastname@example.org
Charles Stanley works for you. We take on your ﬁnancial goals as our own, applying technology and deep market insight founded on genuine personal relationships. Our dedicated investment team will shape their approach to ﬁt the way you want to work, focusing on your interests and ready to ﬂex as your requirements change.
Our focus on clients has endured since the foundation of Charles Stanley in 1792. We are independently owned, so our interests lie with you and not others. We have created ﬁnancial security for many tens of thousands of people, and currently manage and administer in excess of £20 billion.
FE is the UK's leading investment ratings and research agency. We sit at the heart of the fund management industry, serving asset managers, life & pension providers, financial advisers and platforms through the provision of data, software and investment advice.
FE was founded in 1996, with the belief that availability of clean, reliable and timely data is the key to helping the industry make more informed and superior investment decisions. Our goal is to help financial companies unlock the potential in their data, add value to their investment propositions and connect with their clients by providing comprehensive, high quality, independent fund information.
• Over a third of the UK's financial advisory market
• 84% of Top 100 IFA firms
• 17 out of 20 of the UK's top Asset Managers
• 2m+ active portfolios within FE Analytics
• Influence over £150bn in AUM
• 300,000+ monthly FE Trustnet users
Fleet Evolution are delighted to once again be exhibiting at Pensions and benefits UK. This is our third year and this year we plan to share with you how much more advantageous salary sacrifice cars are after the Autumn Statement and our new innovative eCos scheme for those who prefer less green cars. All our schemes come with no leaver risk, no employer fees and no hassle whether you have 10 employees or 10,000! www.fleetevolution.com
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. The combination of practical experience and professional skills means that we bring pragmatic solutions to clients.
We have designed and implemented change strategies, pioneering best practice solutions along the way; improved trustee governance arrangements and ensured that operational matters are cost effective.
Good strategic advice is expensive - but it's no good at all, unless it‘s implemented. This is where Inside Pensions can help the most - we make things happen.
Jelf Employee Benefits and Jelf Mercer Marsh Benefits, part of Marsh & McLennan group of companies.
Global reach local focus
We are part of the Mercer Marsh BenefitsTM family - a worldwide network of benefits experts.
We provide solutions for Workplace Savings and Pensions, Financial Education and Retirement Planning, Healthcare, Protection, International benefits and a Workplace Savings Platform.
Jelf Employee Benefits currently advises around 5,000 companies, from small businesses to large corporates, on a range of employee wellbeing strategies. We work with you to identify your unique requirements and deliver a solution that helps focus on three core aspects of employee wellbeing: physical, emotional and financial.
At KAS BANK we think your scheme's custodian should give you more. We'll keep your assets safe and give you better information - so you can make better informed decisions. And we'll give you better service - so you can focus on managing your scheme.
We're pensions people, with a personal approach, and we understand your world; we look at your problems from your perspective. We'll bring you fresh thinking and new ideas, including tools and education to help trustees control their costs more effectively.
We're clearly different. Whether you want to understand your costs more transparently, monitor your managers more closely, or improve investment performance more sustainably, we're on your side - helping you to deliver better outcomes for your members.
Johnson Fleming is a leading workplace pensions and employee benefits specialist providing outsourced support to UK businesses. We work as an extension of your internal team, helping your business to recruit, reward and retain.
We will help you to implement, communicate and review your auto-enrolment, group pensions and protection, health and wellbeing benefits. Established with the goal of putting client experience and customer service at the heart of everything we do. We believe it is this service that differentiates us from our competitors.
We adopt a pro-active approach and offer innovative solutions that make a difference to our clients, ensuring we are there at every step of the process for them, their business and their employees.
At Lemonade, we take a fresh approach. We're here to turn the sour world of financial planning into something sweet. Give us lemons and we'll make lemonade, that's our motto.
From pension planning and advice to employee benefits and training, we provide a wide range of financial services. But it's the way we deliver them that makes us, and you, stand out from the crowd.
We don't believe in complicated jargon and stuffy stereotypes. Instead, we design innovative communication programmes that truly engage. We'll work with you to develop a handpicked solution that's just right for your business.
NFOP, an independent not-for-profit membership organisation, provides help and support to individuals who have saved for a pension, whether in payment or deferred. As a cost effective alternative to a scheme's welfare service, or as an addition to a retirement package, NFOP has developed a number of helplines, a magazine, member offers and local social groups to benefit those approaching, at and during retirement. The NFOP Welfare Fund can provide grants to members in need. The annual subscription cost can be paid by the individual, scheme, or employer.
Origo is a not-for-profit, FinTech company dedicated to improving outcomes for consumers by transforming the financial services industry's operating efficiencies. By bringing together different industry organisations and groups in a non-competitive environment, Origo identifies and addresses cost and efficiency issues.
Origo's Pension Finder service powers Pensions Dashboards. As a development partner of the HM Treasury's Pensions Dashboard project, Origo is working on behalf of the industry to enable consumers to safely find their pensions and return their information complete with valuations to their dashboard screens.
Thanks to Origo's Options Transfers service, pensions transfer times have dramatically reduced from c.50 working days to 11 calendar days, providing smooth, fast and safer transfers for consumers.
Origo is responsible for range of industry solutions ranging from legal frameworks, online and security services as well as standards.
Find out more: www.origo.com
Pendragon provides Perspective, the innovative and highly acclaimed electronic 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 on a daily basis 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, historic views of amended documents through our 'time-travel' facility and searching. Users are made aware of developments within the industry through our document and news alerts.
Pictet Asset Management has been managing UK Pension Funds for over 25 years. We have had an office in London since 1980. This is an investment centre with over 200 employees where we have an institutional team looking after our UK clients. We have 17 offices worldwide and are part of the Pictet Group, founded in Geneva in 1805. We are a specialist manager offering investment solutions and services to investors around the world. Our key investment capabilities include: Multi-Asset, Emerging Markets Debt, Global Fixed Income including Absolute Return Fixed Income, Global Thematic Equities and Alternative Investments. We manage £129billion in assets as at the end of December 2016.
Today, through over 150 ‘in-house' pension teams and the majority of UK third party administrators, over 8 million pension scheme members are administered on our software.
Comprising all the processes and functionality required by pension's administrators running DB, DC or Hybrid schemes, our software incorporates; pensioner payroll, member self-service, document management, workflow, comprehensive reporting and audit, substantial data storage capability and pension fund accounting.
You can elect to deploy our software on the Profund Private Cloud (our managed hosted service) or ‘on premise' within your own IT environment. However you choose to work with us, you will benefit from the level of support and training you would expect from a partner whose name has been synonymous with pension software solutions for over 30 years.
Salvus Retirement Bridge is part of the Salvus Master Trust, one of the leading Master Trusts in the UK.
We provide an Accumulation modelling tool for members to project their retirement fund and choices. This is designed for employers operating a DC or Group PP as a bundled or unbundled service at low cost.
Our Decumulation modeller allows members to analyse each option under pension freedoms and allows them to also "buy". With over 30,000 members and MAF we are proud to be one of the first Master Trusts in this very important space.
Sammons Pensions Recruitment is an award-winning, industry-leading recruitment specialist. For over 25 years we have successfully recruited across the UK and International pensions industry: Permanent, Interim, Temporary; Contingency/ Executive Search-based appointments for FTSE100 to SMEs.
We place highest calibre candidates at all levels:
In-house Administration to Global Director;
Third party/Consultancy Administration, Client Management, Consultancy, New Business; Actuarial,
Communications, Technical, Compliance, IT, Implementation, Project Management, Accounts, Payroll, Trustee, Investment.
Additional services: Outplacement; Salary Benchmarking, Annual Salary Survey, now in its 15th year; Career, CV, Interview, Offer Counselling; Recruitment Techniques; access to Legal Advice.
Contact us via 020 7293 7022 /email@example.com/www.sammonspensions.co.uk
Target Professional Services is an industry leading trace and screening company, specialising in providing data accuracy solutions to the pensions sector. Established in 1988 we have built an enviable reputation in providing accurate returns and a bespoke service to suit our client's needs.
We work with all stakeholders within the pensions sector; third party administrators, in house, public sector, insurance companies, trustees and even regulators.
Data accuracy has never been more important, especially with the onset of the new General Data Protection Regulations (GDPR) and more specific requirements on trustees to demonstrate data accuracy from The Pensions Regulator. Trustees looking at buy out or preparing for a valuation should also consider their data accuracy to ensure they are well prepared and don't miss any opportunity. Target can help by providing a free data accuracy check in a format that can be presented at a trustee meeting. We can then offer a plan with steps to improve data to ensure GDPR and Regulator compliance.
Our core services are established as the best available. We recognise we are the data cleanse and trace experts and so return results for our clients that are robust and require minimal additional investigation.
To find out more and learn about the new regulations and requirements make sure you visit our stand. We would love to meet you and can guarantee a warm welcome!
TPT Retirement Solutions (Formally The Pensions Trust) is an award-winning specialist provider of defined benefit (DB) pensions with 70 years' experience. As a not-for-profit organisation with c.£8 billion assets, TPT is run for the benefit of 2,400 employers and 250,000 members.
TPT's DB Complete product reduces the amount of time and money an employer needs to spend running their DB legacy scheme, but maintains a high level of professional governance under its DB Master Trust arrangement. The size of the organisation means that it can provide innovative, cost effective investment solutions for those who face a challenge with their legacy arrangements.
For further information about our products and services, visit www.tpt.org.uk or contact us on 0113 394 2686.
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.
Wealth Wizards is pioneering the development of expert online financial advice in the UK, and is acknowledged as a leader by the FCA, industry and media.
We have found that there is a huge ‘advice gap' in the UK market where finding an expert financial adviser is difficult, and face-to-face advice can often be expensive.
We have established a completely new approach to pension investments which makes financial advice affordable and accessible to everyone. We work directly with employers to help improve financial wellbeing in the workplace, offering online pension and retirement advice to company employees. We also provide white label solutions to large financial services brands.
Founded in 1976, the Pensions Management Institute (PMI) is the UK's largest and most recognisable professional body for employee benefit and retirement savings professionals, supporting over 6,500 members in 32 countries.
PMI's members, represented in 8 regions, are responsible for managing and advising some of the largest institutions in the world accounting for £1trillion invested in pensions. We promote excellence through a range of services for the benefit of members, the wider economy and with over six million now saving as a result of automatic enrolment, society as a whole.
The purpose of the Institute is "To set and promote standards of excellence and lifelong learning for employee benefits and retirement savings professionals and trustees through qualifications, membership and ongoing support services ".
Breakfast Briefing Sponsor
Founded in 2000, Cardano is a purpose-built risk and investment specialist, and financial pioneer. We are widely recognised as being the market leaders in the provision of specialised fiduciary management and investment advisory services. Our mission is to help pension funds and the people they serve achieve their financial goals in a more resilient, realistic and responsible way. Our deep understanding of the causes and impact of risk, and how this can be managed to significantly improve financial performance and resilience, enables us to deliver planned and controlled performance for our clients, irrespective of economic conditions. The certainty over outcomes we provide is of significant value for trustees, sponsoring employers and members. Our published fiduciary management track record shows that this multi-award winning approach has worked. We have consistently outperformed our clients' liabilities, with low levels of risk, over the last decade.