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The Adviser Forum was established as an environment where the major adviser and product provider firms can meet to discuss key business issues and identify how to address them co-operatively. Additionally the group operates as a “Think Tank” on key industry issues enabling major players to share views.  Whilst the Forum is business focused the solutions to many of these issues are inevitably technology based.

Current members of the "Core" Forum Group are:

 
 

ADVISER FIRMS

2plan

Origen

Sesame

Bankhall

Park Row

Skipton Financial Servs.

BDO Stoy Hayward

Positive Solutions

Threesixty Services

Lighthouse Group

Royal Bank of Scotland

Thinc Group

 

 

 

 

 

 

 

LIFE & PENSION PROVIDERS

Abbey

Hartford

Scottish Widows

Aegon Scottish Equitable

Legal & General

Skandia

AXA

Met Life

Standard Life

Clerical Medical

Norwich Union

Winterthur

Friends Provident

Prudential

Zurich

 

Scottish Life

 

 

WRAP PLATFORMS, FUND MANAGERS & TPAs

Abbey/James Hay

BNP Paribas

Norwich Union/Lifetime

Artemis

Cofunds

Prudential

Ascentric

EMXCo

Skandia

AXA

Funds Network

Standard Life

 

Invesco Perpetual

 

 

 

 

 

SOFTWARE PROVIDERS

1st  Software

DSTi PAS

Intelliflo

Capita Financial Software

Easylink

SSP (Sirius)

Differentis

Exchange

True Potential

Distribution Technology

Focus Solutions

X-Ware (JCS)

 

GB Group

 

 

IFA Systems

 

 

TRADE BODIES

Association of Independent Financial Advisers (AIFA)

Association of Mortgage Intermediaries (AMI)

Tax Incentivised Savings Association (TISA)

 

Investment Management Association (IMA)

 

 

 

 

 

 

 

 

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