An individual savings account is a class of retail investment arrangement available to residents of the United Kingdom. First introduced in 1999, the accounts have favourable tax status. Payments into the account are made from after-tax income, then the account is exempt from income tax and capital gains tax on the investment returns, and no tax is payable on money withdrawn from the scheme.
A self-invested personal pension (SIPP) is the name given to the type of UK government-approved personal pension scheme which allows individuals to make their own investment decisions from the full range of investments approved by HM Revenue and Customs (HMRC).
Aegon UK (Aegon) is an Edinburgh based financial services provider specialising in pensions, investments and insurance.
Hargreaves Lansdown plc is a British financial services company based in Bristol, England. It sells funds and shares and related products to retail investors in the United Kingdom. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
The Unite Group provides purpose built student accommodation (PBSA) across the United Kingdom.
A fund platform or investment platform is an online service that allows investments to be bought online. Fund platforms may simplify the process of investing or provide investments at a discounted rate.
London Stock Exchange Group plc is a United Kingdom-based stock exchange and financial information company headquartered in the City of London, England. It owns the London Stock Exchange, Refinitiv, LSEG Technology, FTSE Russell, and majority stakes in LCH and Tradeweb.
interactive investor is a subscription-based online investment service in the United Kingdom, founded in 1995. It provides financial information, as well as investment tools. It is the UK's biggest flat-fee investment platform, with £59 billion of assets under administration and over 400,000 customers. The company is based in Manchester, with offices in London and Leeds. Since 2022 it has been a subsidiary of UK-based investment company Abrdn.
Halifax Share Dealing is a British online broker, allowing customers to buy and sell shares in UK and international companies across a range of markets.
Intelligent Money is an investment management firm, personal pension provider and ISA Plan Manager, based in Nottingham, authorised and regulated by the Financial Conduct Authority. The company provides risk management investment portfolios to its own private clients and also works with financial advisors, lawyers, accountants and charitable organizations.
Suffolk Life, based in Ipswich, Suffolk, is a British pensions administrator. It mainly provides the administration of self-invested personal pensions (SIPPs), and personal pensions for private funds and self-invested funds of third party providers. Suffolk Life is a non-advice pension provider and is well known for commercial property expertise.
Pension Led Funding (PLF) is a financial services product offered in the United Kingdom (UK) that raises funds for businesses based upon the use of pension benefits accrued by owners or directors of the business they control. The money can then be used for the provision of a secured commercial loan, the purchase of commercial property, *the purchase of intellectual property assets, or the purchase of share capital.
Plus500 is a global fintech firm providing online trading services in contracts for difference (CFDs), share dealing, futures trading and options on futures. The company has subsidiaries in the UK, Cyprus, Australia, Israel, Seychelles, Singapore, Bulgaria, Estonia, the United States and Japan. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
James Hay Partnership is a provider of financial services products in the UK with headquarters in Salisbury. The company is best known for administering Self Invested Personal Pensions (SIPPs) introduced in the Finance Act 1989 by the UK Chancellor of the Exchequer, Nigel Lawson in his commons speech.
Curtis Banks is a financial services company based in Bristol, United Kingdom.
Wealthsimple Inc. is a Canadian online investment management service. The firm was founded in September 2014 by Michael Katchen, Brett Huneycutt, Som Seif, and Rudy Adler and is based in Toronto. As of January 2024, the firm holds over C$30 billion in assets under management. It is primarily owned by Power Corporation indirectly at 54.2% through investments made through their holdings in Power Financial, IGM Financial and Portag3.
Freetrade is a UK-based financial technology company, founded in 2016, which offers a freemium share dealing service. Android
Network International Holdings provides technology-enabled payments as a service to merchants and financial institutions in the Middle East and Africa. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
Liontrust Asset Management plc is a British specialist and independent fund management company. It is listed on the London Stock Exchange. It manages open-ended funds domiciled in the UK and Ireland, multi-asset portfolios, the Edinburgh investment Trust and segregated accounts. Liontrust handles investments for clients in Europe and South America. Liontrust is headquartered in London and also has offices in Edinburgh and Luxembourg.
JTC plc is a provider of fund administration services. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
£218.2 million (2023) [2]