PIMFA D&I Awards 2021

At Royal London, we believe in the value of professional financial advice. That’s why we actively champion the role you play – and invest in new tools and systems to help you deliver your services more efficiently, while helping to reduce costs and risks for your business. We want to have a close working relationship with your business, to help your clients enjoy positive outcomes and experiences. Visit adviser.royallondon.com to find out more.

As a family and management-owned company, Fidelity International thinks generationally in terms of the services we build and provide, as well as the way in which we invest on our clients’ behalf.

Our Investment Solutions and Services business works with financial intermediaries and institutions across the globe, including pension funds, sovereign wealth funds, banks and insurance companies, while our Workplace and Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance.

Throughout our business, our focus is on delivering sustainable investment returns for our clients, while managing our impact on society and the environment. To do this, we incorporate sustainability into our business operations and our investment process, working with investee companies to help them operate more sustainably in order to deliver those long-term returns and secure a better future for all.

Worksmart has built its reputation by supporting the UK’s leading financial service businesses through the challenges of regulatory compliance. From Training & Competence to Quality Assurance, SM&CR to Complaints Management. Whether working with an SME or a large corporation, Worksmart software solutions create commercial improvements that also meet and track shifting regulatory demands. Worksmart products are simple to configure, easy to implement and will help streamline your business processes. With deep regulatory experience, comprehensive, award winning product range and consulting expertise, Worksmart can be trusted to ensure regulatory change can be turned into business advantage.

Raymond James Investment Services Limited has operated in the UK since 2001; we provide unique wealth management solutions for wealth managers and their clients. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over 50 years.

Raymond James services and supports entrepreneurial investment managers and investment focused financial planners in the UK, who run growth-oriented practices with a strong management and compliance culture. These wealth managers service high net worth investors with complex financial needs and in some cases, also service mandates for institutional clients like charities and pension funds. As part of the core Private Client Group of Raymond James Financial, Inc., we are part of a well-established, profitable and diversified financial services firm.

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $215 billion in assets under advisement and management as of Sept. 30, 2020. The Company has operations in 29 countries. For more information, visit www.morningstar.com/en-uk/company and www.morningstar.co.uk Follow Morningstar on Twitter @MorningstarInc.

interactive investor is an award-winning investment platform that puts you in control of your financial future.

We’ve been helping investors for over 25 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £55 billion and over 400,000 customers.

For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 40,000 UK and international investment options, including shares, funds, trusts and ETFs.

We also bring you impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.

A proven strategy for business growth.

We do, and have helped scores of independent firms define their goals, strengthen their brand, attract new leads and retain existing clients.

As your marketing partner we’ll develop and apply a strategy unique to you, designed to help your business grow.

With a team of creative thinkers, possessing a wealth of experience and expertise, we ensure you receive a tailored, bespoke service designed to maximise your ROI.

If you are still looking for a team that will not only manage your marketing, but also come up with creative new ways to capture your audience’s imagination, converting visitors to customers and customers to fans, then we may be the team for you.

Home to over 10,000 advisers, here at Sesame Bankhall Group (SBG) we are committed to providing market-leading support to the UK’s adviser community, bringing together intermediaries from across the spectrum of financial advice.

Through our network, our regulatory support service and our mortgage club, we work with wealth, mortgage and insurance advisers to help them ensure their business is set-up for long-term success, by placing customers at the heart of everything we do.

We are Howden – international insurance and reinsurance brokers, risk consultants and employee benefits advisors.

About Howden’s Wealth Management team:

The Wealth Management team at Howden is truly specialist. We don’t just have relevant capabilities for the Wealth sector we have an absolute focus on it and our proposition is designed specifically for it.
We understand the risks faced by the Wealth Management sector, from the implications of sector wide regulatory or legislative changes, through to the detail of insurance coverage for the more nuanced and esoteric risks faced by individual Wealth Managers.
For more information please speak to John Greene, Divisional Director at john.greene@howdengroup.com.

Diversity and inclusion at Howden:

Diversity and inclusion is at the heart of Howden. The Group operates a ‘People First’ strategy and as the name suggests, employees rather than shareholders are put first, which in turn enables us to put clients first. Howden’s RESPECT initiative sets out the company’s principles and approach towards equality, diversity and respect in the workplace. A dedicated Employee Group works with stakeholders across the business to ensure these principles are firmly embedded within the company culture and behaviours.

IFA Magazine – for today’s discerning financial and investment professional. Published ten times a year, IFA Magazine has been winning a keen and enthusiastic following among Britain’s premier financial advisers. Why is this? IFA Magazine executes quality publications. These are well presented, alongside a gloss-finish of its graphic imagery. Simply put, the design owes more to the higher-level lifestyle magazines than to the traditional financial press.

IFAs are facing a new world, because of the most challenging global environment we’ve had in half a century. IFA Magazine meets the need for information about this new world with equally challenging commentary, with good looks and good humour to ensure pages are consistently being turned.

Citywire provides news, information and insight for professional advisers and investors around the world.

We publish our own news, analysis and unique fund manager performance information that helps professional investors such as financial advisers, wealth managers and fund selectors make the best decisions about where to place their clients’ money.

We are totally independent and passionate about what we do. We won’t compromise in our quest to provide investors with the best and most accurate news, insight and data. The aim is always to help people Make Better Investments™.

Set up in 1999, we now have more than 200 employees in London, New York, Milan, Munich and Singapore.