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)