2024 SPONSORS

Fundment is transforming the platform experience for advice firms and their clients. technology delivers more efficiencies through market-leading workflow for account opening, and integrations with other tools and market software systems, and to meet clients’ needs through a toolkit that includes streamlined transfers, advisory portfolio management tools, a broad range of MPSs, and all the in-house wrappers they expect.

Free from decades of outdated technology, inefficiencies, and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.

Future Financial Adviser is your go-to resource for finding a rewarding and profitable career within financial advice. We provide practical information on what a financial adviser does, what attributes you need to flourish in the role and how to get started. Most importantly, we can put you in touch with people and organisations who can help you along the way, no matter what stage you are at.

Start learning. Start earning. Start a career.

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 £89 billion in assets under administration, helping 5,500 advisers make retirement more rewarding for 235,000 customers.

*As at May 2024

Platforum’s regular reports on retail investment distribution in UK and the rest of Europe provide subscribers with actionable, readable and concise ideas and insights to inform their business strategies and propositions. Platforum also undertakes bespoke consultancy work. Subscribers include asset managers, platforms, wealth managers, financial advisers and private equity firms.

Taxbriefs has been working with financial advisers and financial service providers as a specialist outsourced client communications content partner for over 40 years.

Formed in 1975, Taxbriefs began as an innovative Budget communications service, aiming to help smaller businesses provide the same kind of personalised communication material for their clients that larger firms produced. Since then we’ve developed a track record across major national firms and individual practices of producing a range of expert, well-designed content with a personal service.

Over the years our product range may have grown but our core value remains – delivering high-quality content that works for our customers.

StructuredProductReview.com is a dedicated research service conceived, created, developed and maintained to help Professional Advisers engage with the structured products sector and to aid in finding providers and products that may be suitable for their clients. StructuredProductReview.com aims to provide the deepest and most comprehensive one-stop source of information and education available for the IFA market. By Professional Advisers, for Professional Advisers.

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.