Event sponsors

The Vanguard Group established the first index fund in the US in 1976 and today manages $1.6 trillion in assets worldwide.¹

Vanguard Investments UK, Limited launched in 2009, and offers 12 passively managed index funds.

Further information, visit vanguard.co.uk

^{1. Data correct as at 31/03/2010.}

AXA Wealth is part of the AXA Group, one of the largest companies in the world, and provides a range of wealth management solutions to help meet your needs.

The AXA Wealth proposition combines the strengths of AXA, Winterthur, Elevate, Architas and AXA Wealth International into a comprehensive wealth management and investment offering. Our aim is to support you and your businesses by providing market-leading propositions and business consultancy advice.

Bluefin is building a national team of trusted professional Financial Planners, who offer the highest standards of care and service to clients, and an efficient, profitable, sustainable business that is respected by everyone. Bluefin actively encourages membership of the Institute of Financial Planning - the achievement of CERTIFIED FINANCIAL PLANNER^CM Professional is a minimum standard we set for our Financial Planners and key support staff.

Dimensional Fund Advisors Ltd. aims to deliver the performance of capital markets and add value through portfolio engineering and trading. The firm’s broadly diversified mutual funds are designed to precisely target the dimensions of risk identified through decades of research and capture their expected returns. As of June 4, 2010, Dimensional managed £110 billion for the clients of fee-only financial advisers and institutional investors worldwide.

Henderson Global Investors is able to offer the investor a compelling combination of fund management expertise and global resources with strengths in equities, fixed income, commercial property, multi-manager and sustainable and responsible investing. Our multi-boutique approach provides investors with choice from a wide range of funds across multiple asset classes and offers the flexibility to deliver good performance throughout the economic cycle.

JCS has been developing solutions for UK Financial Advisers for 28 years. Our vision is to become the provider of choice for the 21st century adviser. We understand that by helping our clients succeed, we will in-turn succeed ourselves and only together can we plan for a better tomorrow. We are sure you’ll agree, it really is ‘Jolly Clever Software’.

Created in 1998, Lyxor AM currently manages EUR 65.40 billion. It is a wholly-owned subsidiary of Société Générale Group, belonging to the CIB arm. Lyxor AM offers one of the most diversified and liquid range of ETF. The company is one of the top players of the European industry. Lyxor ETFs are listed in Europe and Asia and reflect Equity, Bond and Commodity markets.

Macquarie’s wrap account in the UK has been developed through consultation with thought-leading planners to ensure that it is a smart, simple and effective solution. The service allows planners to better manage their clients’ investments, consolidate client portfolio reporting as well as integrating the various components of advice. This enables planners to best serve their clients quickly and efficiently. Go to www.macquarie.co.uk/plannerservices for more information.

RJIS supports entrepreneurial investment managers in the U.K., providing them a unique opportunity to own and operate their business yet have the backing of a large and robust organisation. The RJIS AdviserChoice proposition gives advisers a choice of interchangeable affiliation options, including Independent Contracting, Professional Partner, and the Wrap Platform. For more information go to: www.adviserchoice.co.uk or contact David.Hazelton@raymondjames.com 0800 008 7601.

Scottish Widows is one of the most recognised brands in the life, pensions and investments industry. We understand that preparing for the future is important, but that Financial Planning can be complicated. We are different because we understand. We offer a range of products and services which can help our customers make the right decisions for their financial futures.

*IPSOS Brand & Advertising Tracking Study 2009

Scottish Widows Investment Partnership (SWIP) is one of Europe’s largest asset management companies. We manage over £77 billion worth of assets (as at 31/03/09), invested across all the major asset classes, for a diverse range of clients. We offer a comprehensive product range and consider, property, absolute return, UK equities and multi-manager among our core competencies. For more information visit www.swip.com

Standard Life understands that advisers face an unprecedented period of change and our commitment is to provide the tools for change to help them navigate through it. As well as various propositions such as Wrap, we have a nationwide team whose purpose is to help advisers transform their business to achieve their goals.

Succession is the UK’s leading Turnkey Asset Management Partner ( TAMP ) and IFA consolidator. Our members receive a bespoke business solution, delivered as a range of personalised investment and support services, along with a means of maximising and realising the capital value of their businesses. By outsourcing key activities to Succession, IFAs both achieve a competitive advantage and deliver improved client service

threesixty services is a leading provider of support services to directly regulated IFA practices, delivering high quality support to some of the UK’s most highly thought of advisers. threesixty provide business consultancy and outsourcing solutions at every level an IFA needs, priding themselves on delivering excellent customer service and putting the needs of their clients first.