Supporters
Assemblies aren’t possible without the help of our family of supporters
Not party to the Assembly experience – part of it.
The brands that work with us have always been supporters and not sponsors.
It’s a subtle but important difference. And it’s what makes the relationship that the Assembly has with its supporters that bit more distinctive.
Because our supporters approach Assemblies in just the same way as paraplanners – it’s all about taking part.
So we’ve never been one for exhibition areas or excessive branding (although – yes – paraplanners do love a bit of branded merch). Instead, we match paraplanners’ desire for knowledge, insight and expertise with our supporters’ ability to offer it and weave it into our gatherings.
It means our supporters exchange views, and learn, fix and share too. Not party to the Assembly experience – part of it.
What you get as a supporter
Listen and learn
Because paraplanners encounter your services each and every day, you’d be mad not to spend time at Assemblies listening and learning from them.
Reputation and reach
Being a supporter of the Assemblies is a fantastic way to demonstrate your brand’s ambition to support paraplanning and its practitioners.
Show and tell
Assembly participants really value the expertise, ideas and insights that you are able to share with them – and what better way to show what you know?
Our family of supporters
Take control of your pensions by bringing them together in one place
Aegon is delighted to support the Paraplanners community and the Paraplanner Assembly again this year. We’re focused on championing the value of financial advice, helping financial planners navigate industry changes and grow their business.
Freedom to do the right thing
We are proud to be a leading independent UK professional services consultancy at the forefront of risk, pensions, investment and insurance.
With a team of more than 1,460 people in nine offices, including 95 partners, we work to deliver on our values and our promise, ensuring the highest levels of trust, integrity and quality.
We act as a trusted partner for a wide range of clients in both the private and public sectors – this includes almost 25% of FTSE 100 and over 15% of FTSE 350 companies.
We are free from any external stakeholders, allowing us to take a long-term view with all our clients and giving us the freedom to bring fresh ideas to the table, unobstructed.
Specialists in advice, platform, technical support and investment solutions
Whatever stage your clients are at – accumulating wealth, investing with purpose, planning for retirement or taking a retirement income – we make it easier for you to guide them to the financial future they dream of, supporting your business goals at the same time.
The home of your investment proposition
Building investment solutions and our own technology means we deliver the service that meets, and often exceeds, your and your clients’ expectations. Our platform is a joy to use – and evolves quickly in a process of constant, continuous improvement.
Maybe that’s why we’ve had a lot to celebrate over the years. Judging by the industry recognition we receive, what we do really makes a difference. We’re proud holders of over 70 awards and ratings, including 11 Defaqto Diamonds & Stars and Professional Adviser’s Platform of the Year (under £25bn AUA).
Scottish Widows
Scottish Widows is committed to supporting paraplanners, recognising that they are the engine room of advice firms, as well as principal users of technology, platforms and tools. We regularly engage with paraplanners to inform our digital-first platform development as we look to deliver on our stated ambition of being the ‘easiest platform with which to do business’.
Scottish Widows Platform is now one of the most connected platforms for bulk data services via the Origo Hub, covering over 90% of the CRM systems that advice firms use. We also provide seamless integrations with popular advice firm applications, EV Pro and Voyant, with more to come as we continue to build out our App store.
While platform technology is key, we believe people ultimately do business with people. That’s why we are continuing to invest in attracting the best talent to support our proposition. We have the largest regional support team of any UK platform and recently launched our Dundee Tech School, where we will create the next generation of digital-savvy talent to support our growth ambitions.
A specialist platform provider
Established in 2000, we have over £50.31 billion of funds under direction (as at 31 December 2020) on behalf of over 6,400 advisers and 205,000 investor clients.
Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients; assets and investments together in a smarter, more tax efficient way.
Get in touch
Want to explore the idea of joining our family of supporters? Then just pop your details in the form and we’ll be in touch.