The Abbey National Building Society was formed in 1944 by the merger of the Abbey Road and the National building societies.
Legal & General Group plc, commonly known as Legal & General, is a British multinational financial services and asset management company headquartered in London, England. Its products and services include investment management, lifetime mortgages, pensions, annuities, and life assurance. As of January 2020, it no longer provides general insurance following the sale of Legal & General Insurance to Allianz. It has operations in the United Kingdom and United States, with investment management businesses in the Gulf, Europe and Asia.
Aviva plc is a British multinational insurance company headquartered in London, England. It has about 33 million customers across 16 countries. In the United Kingdom, Aviva is the largest general insurer and a leading life and pensions provider.
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).
Pension tax simplification, often simply referred to as "pension simplification" and taking effect from A-day on 6 April 2006 was a policy announced in 2004 by the Labour government to rationalise the British tax system as applied to pension schemes. The aim was to reduce the complicated patchwork of legislation built-up by successive administrations which were seen as acting as a barrier to the public when considering retirement planning. The government wanted to encourage retirement provision by simplifying the previous eight tax regimes into one single regime for all individual and occupational pensions.
Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $575.9 billion of customer assets, as of Dec. 31, 2019. The corporation offers 135 different types of mutual funds spanning equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies and a range of separately managed account strategies. Clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers.
A Unit Linked Insurance Plan (ULIP) is a product offered by insurance companies that, unlike a pure insurance policy, gives investors both insurance and investment under a single integrated plan.
Fund platform or Investment platform is an online service that allows investments to be bought online, such platforms usually simplify the process of investing in investment funds and may provide them at a discounted rate.
interactive investor is an 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 £55 billion of assets under administration, over 400,000 customers and more than one million users. The group is based in Manchester, with offices in London and Leeds.
Small Self Administered Scheme (SSAS) is a type of UK Occupational Pension Scheme.
Aviva Group Ireland plc is the Irish arm of British insurance firm Aviva plc. Its headquarters are in Dublin. The company also provides investment management and pension services. Hoover's reports that Aviva is the largest general insurer in Ireland, with a market share of more than 20%. The company also has a majority shareholding in Aviva Health Insurance.
Bestinvest is an investment company based in Mayfair, London. It provides execution-only investment services predominantly to private investors, as well as financial planning, investment management and investment advisory services as part of the Tilney Group.
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 managed investment portfolios to its own Private Clients and also works with financial advisers, solicitors, accountants and charities.
rebuildingsociety.com is a Leeds-based peer-to-peer lending platform focusing on finance for small and medium businesses. The company was launched in 2012 by Daniel Rajkumar. The first loans were completed in February 2013.
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.
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 and is one of the UK's largest independent of providers of Self Invested Personal Pension schemes (SIPP) and Small Self Administered Pension Schemes (SSAS) with over £28.6bn of assets under administration. It holds offices in Bristol, Dundee, and Ipswich.
Defaqto is an independent financial information business, focused on helping financial institutions and consumers make better informed decisions. From its financial product and fund database, Defaqto produces a range of services including: ratings, software, data services, publications and events.
AJ Bell is a public limited company that provides online investment platforms and stockbroker services. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
