About Us

FTAdviser.com is dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues. The strength of FTAdviser.com comes from dedicated up-to-the-minute news articles and in-depth commentary written by the FTAdviser.com team, combined with the expertise of Financial Adviser and Money Management magazines, whose content feeds directly into the site.

The premier weekly newspaper for the UK´s financial intermediary community, Financial Adviser was launched in 1988 after the Financial Services Act 1986 defined for the first time the role of the independent financial adviser. Financial Adviser offers comprehensive and in–depth coverage of the retail finance landscape.

Money Management magazine was first published in 1962 as The Unitholder, before becoming Money Management in 1970. Money Management's main strength comes from its unique and detailed surveys, many of which have become industry benchmarks, and its in-depth coverage of hot topics.

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At Charles Stanley, our investment services are designed to give you the time to look after the personal and professional relationship with your clients whilst we, operating within your agreed parameters, take over the responsibility of looking after your client’s investments. With more than 200 years’ proven experience, we have created financial security for many tens of thousands of people, and as at 31 March 2019 manage and administer in excess of £24 billion.

Depending on your requirements, we will work with you to implement an investment solution that is right for your client via our Bespoke Discretionary Fund Management service, Passive model portfolios or Inheritance Tax Portfolio service.

Canada Life looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures. There can be no greater priority than the commitment and responsibility towards all our customers. At Canada Life we adhere to the same principles as when we were formed in 1847: integrity, consistency and experience.

Octopus Investments was established in 2000 and is a leading investment specialist. It provides investors with access to a growing range of investment products, including Venture Capital Trusts (VCTs), the Enterprise Investment Schemes (EIS), inheritance tax solutions, multi-manager and single manager Open-Ended Investment Companies (OEICs). Since its launch, Octopus has developed a reputation for quality and innovation by designing products that meet the needs of a broad investor base. Octopus currently manages more than £8.5bn on behalf of more than 50,000 retail investors and a growing number of institutions. Octopus has grown its funds under management year-on year and enjoys leading positions in many of the markets in which it operates.

Panel Partner

Aegon is an international provider of life insurance, pensions and asset management. Trusted with over EUR 825 billion of assets, we have businesses in over 20 countries around the world and around two million customers in the UK alone*.

We’re totally focused on serving intermediaries, not competing with them. Working in partnership, we provide products and services to help them create financial planning solutions to get their clients closer to their financial goals.

To find out more visit aegon.co.uk/advisers

*Asset value is correct at August 2018, all other information is correct at May 2017

Exhibiting Sponsors