Since we were founded as Scottish Equitable back in 1831, we’ve grown to become the UK’s largest investment platform provider. We’re part of Aegon – a global financial services company.
In the UK we provide pensions, savings and investment solutions to over 4 million customers always with a clear purpose: to help people live their best lives. We do that by partnering with financial advisers and employers.
We want to help our customers build confident financial foundations, so they can have the resilience to navigate life’s key moments – and embrace all that a multi-stage life offers.

We pride ourselves on being a socially responsible business – and we’re here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it – however grand or humble their ambitions.
Find out more on who we are at aegon.co.uk.

Our world is changing. Uncertainty has become the new constant in a world that is increasingly volatile. With this change comes a pressing need for investors to make important decisions more often. Some will be easy, others difficult. There’ll be some that may seem small, but all have the potential to have a profound impact.

At Aon, we partner with our clients to help shape investment decisions for the better.
We are not tied to a traditional way of doing things. That is why we can best prepare our clients to manage the challenges of the volatile world in which we now live. We give our clients the clarity and confidence to make better decisions that protect and grow their investment portfolios.

Aviva: With you today for a better tomorrow
We’re one of the UK’s leading providers of insurance, wealth, and retirement solutions, committed to helping our customers make the most of life.
As one of the largest corporate pension providers in the UK, we combine innovation, performance, and service to support workers in navigating retirement planning. We strive to be the best partner at every step, offering comprehensive workplace benefits and continuously enhancing our platforms to exceed expectations.

Broadstone is a leading, independent UK consultancy delivering expert advice to employers, insurers, pension scheme trustees, and lenders.

For almost 40 years, Broadstone has been providing its clients with a wide range of specialist services including:

• Employee Benefits Consulting
• Pensions Administration and Actuarial Services
• Investment Consulting
• Insurance Consulting across life, non-life, and the Lloyd’s and London markets.
• Banking and Credit Advisory Services
• Financial Modelling and Data Analytics
• Redress Calculation Services

Broadstone’s team comprises over 800 expert consultants and administrators, including more than 85 actuaries, spread across thirteen UK offices.

“CBRE Investment Management is a leading global real assets investment management firm with $155.2 billion in assets under management* as of March 31, 2026, operating in 20 countries around the world. Through its investor-operator culture, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and execution formats so that its clients, people and communities thrive.

CBRE Investment Management is an independently operated affiliate of CBRE Group, Inc. (NYSE:CBRE), the world’s largest commercial real estate services and investment firm and a premier provider of critical infrastructure services. The company has more than 155,000 employees serving clients in more than 100 countries. CBRE Investment Management harnesses CBRE’s data and market insights, investment sourcing and other resources for the benefit of its clients. For more information, please visit www.cbreim.com.

*Assets under management (AUM) refers to the fair market value of real assets-related investments with respect to which CBRE Investment Management provides, on a global basis, oversight, investment management services and other advice and which generally consist of investments in real assets; equity in funds and joint ventures; securities portfolios; operating companies and real assets-related loans. This AUM is intended principally to reflect the extent of CBRE Investment Management’s presence in the global real assets market, and its calculation of AUM may differ from the calculations of other asset managers and from its calculation of regulatory assets under management for purposes of certain regulatory filings.”

At J.P. Morgan Asset Management, we believe investors deserve an expert global partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to help build stronger portfolios and solve their toughest challenges.

Our perspective draws on knowledge earned over a century of investing through every market cycle. Today, with market intelligence trusted the world over, we offer deep, actionable insights. From our vantage point, we strive to see correlations others miss and seize opportunities that our global, connected view can deliver.

Our clients trust us to manage over USD 4.8 trillion* in assets to help secure what matters most to the individuals, families, companies, and communities they serve. To make the most of retirements. To help protect endowments. To strengthen returns. To enjoy hard-earned success.

To any challenge our clients face, we say, Let’s Solve It.

*AUM as of 31 March 2026.

Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm has £289.5 billion in assets under management (as of 03/31/2026) for clients in 31 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world.
Data as of 31 March 2026.

Scottish Widows enjoys a proud history of helping people plan for their financial futures for over 200 years. As one of the most recognised and trusted brands in its sector, the organisation wants to help customers own their tomorrow through delivering expertise, guidance and industry insight, and providing a wide product range including workplace pensions, annuities, protection, savings and investments to over 6 million customers.
The Scottish Widows app empowers users to stay connected to their finances in one place, while the award-winning Pension Mirror tool has innovatively encouraged thousands to reflect on their retirement. Their longstanding research program focusing on UK financial planning attitudes, involvement in the Pension Engagement Season initiative, and Retirewell member webinars, ensure people make informed decisions about their future. Scottish Widows has a focus on sustainability and have launched their Responsible Investment Framework and Stewardship Policy and Climate Action Plan.

‘At State Street Investment Management, we have been helping create better outcomes for institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $5 trillion in assets managed*, clients in 60 countries, and a global network of strategic partners, we use our scale to deliver a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go.’
*This figure is presented as of March 31, 2026 and includes ETF AUM of $1,940.32 billion USD of which approximately $184.18 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated. Please note all AUM is unaudited.

At Van Lanschot Kempen Investment Management, we are specialists in fiduciary management. We work with pension schemes, insurers, family offices, charities and high net worth individuals to help them execute their long-term strategies efficiently and target better outcomes for their members.
We have built our business around our clients and today VLK has over £60 billion in fiduciary management portfolios. Our fiduciary management clients benefit from a highly customised investment solution that matches their requirements. At VLK, we have a “no-client-is-the-same” motto, and we design clear and effective portfolio solutions tailored to the circumstances and needs of each client.