Winmark

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Kempen Capital Management is a specialist asset manager with a focused approach and a clear investment philosophy. We believe in long-term stewardship for our clients and other stakeholders. Kempen provides sustainable returns across a range of actively-managed investment strategies, fiduciary management services, manager selection, portfolio construction and monitoring. Kempen Capital Management, part of Van Lanschot Kempen Wealth Management NV, is a specialist and independent wealth manager. Kempen Capital Management NV is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets.

Our entire focus is on advising the pensions and retirement savings industry. We advise trustee boards, sponsoring employers, providers and Government bodies. With a client roster of more than 450 occupational pension schemes, expert legal advice is only the start of our service. We look at what our clients are trying to achieve and give the most commercial and pragmatic advice to reach that objective. This is one of the reasons we have so many long standing clients, with some relationships lasting decades.
Rothesay Life is one of the UK’s largest pension insurers. We manage over £50bn of assets and pay the pensions of over 800,000 people. Our sophisticated, integrated approach enables us to minimise risk and improve accuracy at every stage of the policyholder’s lifetime. We have the highest standards for customer service in the industry. And Rothesay Life’s prudent underwriting, cautious investment strategy, and high solvency ratio are all evidence of its commitment to ensuring security for every policyholder, trustee and investor. Rothesay Life pays over £2.5bn of pensions each year and, in 2019, it completed the largest pension fund buy-out to date, with telent, worth £4.7bn, as well as a £3.8bn buy-out with Asda Group Pension Scheme and a £2.8bn buy-in with National Grid. Rothesay Life was established in 2007 and now has three institutional shareholders - GIC, Blackstone and Mass Mutual.
Penfida is the UK's leading independent covenant adviser to pension scheme trustees and sponsors. We advise over 100 schemes, representing assets in excess of £300bn, ranging from smaller schemes to some of the largest in the UK DB sector. Our full covenant and corporate finance services include covenant evaluation, affordability assessment and monitoring, integrated risk analysis and advice in specific situations including corporate transactions, restructurings, refinancings, contingent asset arrangements, scheme events and counterparty evaluations for buy ins and buy outs.
At XPS Administration, we put members at the heart of everything we do. XPS was named ‘Third Party Administrator of the Year at the 2019 Professional Pensions Awards and voted (for the fifth time in six years) the ‘No.1 Third Party Administrator’ in Professional Pensions’ survey. We’re committed to ensuring our proposition (our people, processes and technology) are high-quality and market-leading. XPS service over 500 schemes, 933,000 members from 12 office locations. Pensions administration issues are often the biggest pension challenges facing trustees and employers. This has become even more so following the introduction of the freedom and choice options at retirement introduced in 2015. The pressures of running a pension scheme have increased considerably and we believe members expect and deserve better. At XPS Administration we take a scheme-based approach, which means one administration team is responsible for every aspect of each client’s service. This allows us to build long-term relationships and provide the clarity of focus your scheme deserves, which is something your members and our staff really value. Your scheme members will be able to speak to a real person, who understands pensions and knows their scheme. Our range of pensions administration services include: Scheme administration Communication Scam identification Payroll services Pension scheme accounting De-risking projects Technical consultancy In 2019 XPS Administration was awarded silver level accreditation by Investors in People, the international standard for people management. XPS Administration is part of XPS Pensions Group the largest pure pensions consultancy in the UK, specialising in actuarial, covenant, investment consulting and administration.

RSM operates out of 34 offices across the UK, more than any other accountancy firm. RSM isn’t just a UK firm - we are also the 6th largest audit, tax and advisory network in the world. RSM is headquartered in London and has over 41,000 people in more than 120 countries worldwide. We advise on a full range of business matters, from statutory audit, VAT, corporate and personal tax planning and compliance through to corporate finance, risk management and regulatory advice. RSM is proud of its large and well-established pensions practice. We work with over 400 pension schemes, ranging from the smallest individual arrangements to large schemes of Stock Exchange listed companies. Our client base includes: · 1 scheme with assets over £5bn; · 10 schemes with assets between £2bn and £5bn · approximately 30 schemes with assets between £500m and £2bn; · just over 300 schemes with assets less than £500m; Nationally, our specialist pensions group includes 15 partners and directors, 28 managers, and over 90 professional staff spread across seven centres of excellence – London, Birmingham, Leeds, Manchester, Glasgow, Bristol and Gatwick. We are also the accreditation provider used by the Pensions Administration Standards Association.

Redington is the largest independent UK investment consultant by assets under advice and with a purpose to help make 100 million people financially secure, we strive to be an exemplar in our field. Starting with a vision to transform people’s experience of saving for retirement from fear and uncertainty to clarity and control, we continue to push ourselves to be at the forefront in the investment industry. We provide investment strategy advice to long term savers and investors and take clients on a journey to full funding whilst reducing downside risk. Our practical and implementable frameworks aid decision-making and give clients confidence and clarity on the way to achieving their objectives. We continue to search for innovative investment solutions and risk management techniques and do this best by learning from and collaborating with others – our clients, our employees and the wider industry.
Barnett Waddingham is proud to be a leading independent UK professional services consultancy at the forefront of risk, pensions, investment and insurance. From small beginnings with just 20 people, we’re now a team of over 1,280 people in eight offices. 73 are partners, each delivering on our values and our promise, ensuring the highest levels of trust, integrity and quality. Everything we stand for at Barnett Waddingham is embedded in our promise – to do the right thing. We’ve applied this meaningful principle across all aspects of our business with continued success. Our continued and long-term commitment to delivering value is our promise to all our people and clients.
For more than 35 years, Silicon Valley Bank (SVB) has helped innovative businesses and their investors move bold ideas forward, fast. SVB provides a range of financial services and targeted expertise to companies of all sizes in innovation centres around the world, including the UK. With commercial and international banking services, SVB helps address the unique needs of innovators. Learn more at svb.com/uk
Multiverse is tearing down a broken system and building an outstanding alternative to university that opens up many career opportunities. Mulitverse works with businesses to help them embrace digital transformation, and offers high quality apprenticeships and training to young people and those wanting to upskill.
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