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Event sponsors The IFP is very grateful to sponsors for their support of this event which would not be possible without them. Their valuable support helps us to drive the profession forward, and the innovative stands at the exhibition have become an integral part of conference for delegates. The 2009 exhibition was outstanding – we hope you find it as useful (and fun!) again this year. Confirmed sponsors are as follows:
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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 is a minimum standard we set for our Financial Planners and key support staff. |
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Dimensional has forged a way to invest based on dimensions of risk and return identified by financial science. Dimensional inaugurated its strategies in 1981 with research into performance of small cap stocks. A comprehensive analysis of stock prices worldwide deepened the strategy repertoire, setting new standards for portfolio design. This evolution reflects an abiding belief in the efficacy of capital markets. |
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Henderson New Star 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. |
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Created in 1998, Lyxor AM currently manages EUR 82.1 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. |
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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. |
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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 |
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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 |
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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. |
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CFPCM, CERTIFIED FINANCIAL PLANNERCM and  are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
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Institute of Financial Planning Limited
Registered in England: Whitefriars Centre, Lewins Mead, Bristol BS1 2NT
Registered number: 2109630, VAT Number: 489201333
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