BUFDG 2019 > Sponsors > Sponsor Delegates


Sponsor Delegates

Accommodation Provider
Bank / Payment Intermediary
Debt Collectors
Investment Manager / Adviser

Accommodation Provider

Balfour Beatty


Investing in the student experience and delivering value to individual universities.

Universities are increasingly seeking to promote the value they generate for their students and for the wider region in which they reside. As an investor in both the student accommodation sector and the student experience, Balfour Beatty Investments adopts a flexible business model. This is demonstrated on three of our most recent projects at the University of Edinburgh, Aberystwyth University and the University of Sussex student accommodation, where we have invested £41m of equity, raised £303m of debt and contributed £15.4m of local spend to the cities and towns where each of the projects is located.


Our objective is to provide financial, operational and social value to the universities we serve. By creating residences and academic, teaching and research facilities, in which students choose to study and learn, this helps to raise the profile and ranking of each university. 



Osborne Developments


Established in 1966 and still in private ownership, Osborne are a leading solutions provider for the built environment with a particular expertise in the development, construction and operation of student accommodation.

With over 900 staff and a turnover exceeding £315m pa we have an enviable client base and over 4,500 bedrooms of student accommodation either built, under construction or consented. 

Our delivery team is experienced in all aspects of the development process and by working closely with our in-house construction and FM divisions we are able to deliver well designed, high quality buildings for both our University clients and for our own direct let operations.

We understand the important part that good quality accommodation can play in supporting the strategic goals of academic institutions and we aim to build strong, long lasting relationships with our partners based upon a genuine understanding of their business and the needs of their students.




Uliving’s mission statement is to be the creator of the most in demand student accommodation – providing the most relevant facilities built around you. With successful accommodation ventures at the Universities of Essex, Hertfordshire, Gloucestershire and Brighton-and more on the way. Uliving is a growing business, but one with a continued focus on the student experience. From sector-spanning research through to innovative financing, we listen and engage with our partners to explore different ways of doing things when it comes to delivering for our clients


Unite Students


As the largest manager and developer of purpose-built student accommodation, we pride ourselves in providing a Home for Success to 50,000 students every year in circa 130 properties across 22 leading university towns and cities in the UK. With more developments in the pipeline, we are expanding our number of beds by over 6,000 over the next three years. 

We have innovated many features and most recently were the first private accommodation provider to move to an app-based property maintenance and communications system. 

Through our years of experience in the sector, we have developed strong partnerships with more than 60 of the best higher education institutions across the UK. This guarantees that around 60% of our rooms are let under multi-year, ‘nomination agreements’, giving us high visibility and rental growth certainty over half of our revenue. We also invest in and operate two specialist funds and joint ventures with institutional investment partners.






BDO is an audit and advisory practice that started to focus on the HEI sector 17 years ago.  Over that time our client base has grown considerably and, from a base of delivering audit services to two HEIs, the firm currently acts as auditors / advisers to more than 50 BUFDG members.  BDO is the second largest provider of external audit to English HEIs.

BDO has consistently provided support to BUFDG and has never wavered in its commitment to the sector.  We are ambitious and actively growing our sector client base.

BDO provides an important choice to Finance Directors, we are approachable, understand the sector and deliver value.  James Aston (Partner, National Head of Education) will attend the conference (his 16th), his knowledge of the sector is extensive and FDs actively seek his advice.  The Power Hour is an ‘easy opportunity’ to explore, check and challenge sector norms and options




Higher Education is a strategic priority for EY. We have invested significantly in the sector over the past four years, and have a growing portfolio of clients across all of our service lines both nationally and internationally.

Our UK HE Centre of Excellence covers all relevant service lines and enables us to bring insight from what we see across the sector, and in particular the impact of policy divergence across the UK.

Our strong relationships with key stakeholders also resulted in EY being appointed by BUFDG as the technical advisor and development partner to support the next two SORPs for financial reporting.

EY’s investment means our clients have access to the full breadth and depth of talent at EY where it is specifically relevant to their needs, whether this be assurance services, tax or pension specialists, or those with different expertise, such as those in our award-winning advisory services.


Grant Thornton UK LLP


As audit, tax, and advisory experts with deep education expertise, we help universities make long-term financial and business decisions. Email Carol Rudge (carol.rudge@uk.gt.com) for details.





KPMG last year worked with over 120 Universities across audit, tax and advisory. This in itself would not be significant if we did not manage and run the Education team as a single national business sharing our insights across not only functional boundaries but also sector, bringing insight from our work at a central level with OfS and DfE and more broadly FE; schools; private providers; skills from Combined Authority and LEPs and from our extensive corporate client base. 

We are talking to Universities about a huge breadth of topics and issues: as well as fundamental risk and assurance, major change and IT projects; International expansion and growth; size and shape reviews, including collaboration and M&A; commercial activity; their role in place and the skills agenda and social mobility – to name a few. Having visibility across all of these agendas means our conversations are both rich but also grounded in a thorough understanding of the sector. 



Bank / Payment Intermediary



Barclays is a transatlantic consumer and wholesale bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US.

Barclays Corporate Bank was the first to introduce industry specialists and we’ve had a dedicated Higher Education sector team for over 15 years. In that time, we’ve built and maintained a strong market presence and hold banking relationships with the majority of Higher Education institutions across the UK.

We’re delighted to once again sponsor the Something Conference and be a part of the future for the Higher Education sector.





Flywire solves complex payment problems for businesses and institutions to empower new opportunities globally and locally. Our full-service billing, payment and receivables solutions connect all the entities involved to make those transactions faster, more secure, less expensive, and more transparent. Clients in a variety of industry verticals use our platform to tailor the payment experience for their customers and to create a single point of visibility and control for payer engagement and receivables management – from invoicing and payment through reconciliation. 


Global Payments


Global Payments is a leading worldwide provider of payment technology services delivering innovative solutions for the facilitation of card payments. We provide a variety of features to support institutions in collecting payments including:

  • Preferential Rates
  • Card Terminals around campus
  • Online gateway (Realex Payments) for online
  • Online reporting
  • Dedicated Account Management

Global Payments are dedicated to supporting the Higher Education/Further Education sector. Among other services, we’ve been providing Dynamic Currency Conversion (DCC) to institutions for years. Our recent development involves the introduction of DCC to Recurring Card Payments. This enables the cardholder to not only pay for the first transaction in their own currency but also the continuation of payments. This is an exclusive offering provided by Global Payments. To find out more about how we can support your institution, please select to see Jooles Watson Strategic Partnership Manager, Global Payments at the BUFDG Power Hour.




HSBC is one of the world’s largest banks. We support over 1 million UK businesses, among 37 million customers worldwide. In 2017, we won the title of The World’s Best Bank” in Euromoney magazine’s Awards for Excellence. Our international banking network covers 54 international markets, and gives us access to around 90 per cent of world trade flows. 

Our regional heads work with experts in markets, liquidity and cash management to design sophisticated, cross-border solutions. We have specialist teams that serve nine key sectors, including our Public Sector & Education team which focuses on supporting universities and local authorities and won the Education Investor Bank/Lender of the Year 2018. We work alongside local relationship directors to share our experience and insight, support our clients’ ambitions and fuel their growth.


Lloyds Bank


At Lloyds Bank our specialist Higher Education team works comprehensively with over 120 UK Higher Education Institutions, including 21 members of the Russell Group.

We have considerable knowledge of the sector and maintain close ties with sector bodies including:

  • Office for Students (OfS)
  • British Universities Finance Directors Group (BUFDG)
  • Russell Group
  • Higher Education Policy Institute

Our dedicated team has established a reputation as a highly effective and reliable banking partner and is committed to adding value through knowledge sharing and ideas on best practice.

We are one of the main lenders to the Higher Education sector and have a deep understanding of the changing regulatory environment and the importance of a flexible, value-for-money approach.

Come and talk to us at BUFDG 2019 and find out how we support the Higher Education Sector with a comprehensive range of financial services.





NatWest: we are what we do! We serve customers across the country with their personal, private and business banking needs. Alongside a wide range of banking services, NatWest offers businesses specialist sector knowledge in areas such as education and technology, as well as access to specialist entrepreneurial support.



Salix Finance


Salix Finance is a not for profit, publicly funded company which is dedicated to delivering interest-free loans for energy efficiency projects in the public sector. Salix is funded by the Department for Business, Energy and Industrial Strategy, the DfE, Scottish Government and the Welsh Government. To date, Salix has funded over 17,000 projects with 2,300 public sector bodies, valued at £742 million. This is estimated to save the public sector over £164 million and reduce public sector carbon dioxide emissions by 788,272 tonnes annually. These projects will lead to a substantial long-term carbon saving across the UK public sector, including higher and further education, local authorities, schools and the NHS.





At Santander, we recognise the importance of the education sector to the intellectual capital and growth of the UK economy. Our in-depth knowledge of the sector enables dedicated and experienced specialists to offer tailored solutions, meeting the strategic aims and objectives of Universities by converting aspirations into reality, through day-to-day banking, estate development, working capital and asset finance, international and risk management solutions.



Western Union Business Solutions


Western Union Business Solutions is a global leader in international payment solutions to the education sector. We work with more than 150 UK higher education institutions to enable them to make and receive international payments, facilitate receipt and disbursement of US Federal and Private Loan payments and manage cross-currency risk.  Visit our stand to learn about how we can help deliver your institution’s international payment strategy, achieve operational efficiencies and improve the experience of your international students.



WPM Education


WPM Education’s unique service offering has been developed specifically for the higher and further education sectors, enabling institutions to deliver great online payment experiences and make confident decisions about how they accept payments now and in the future.

For nearly 20 years we have been working in partnership with the sector to analyse and benchmark how they are currently accepting payments, and collect and process payments through our Payment Platform. 

Committed to supporting the sector, we develop research and thought-leadership that underpins our holistic service offering and drives positive change across the sector. 



Debt Collectors

STA International



STA has collected over £100M of unpaid tuition, accommodation, library and commercial debt from across the globe for our university and college clients, with a further £15M in 6000+ repayment plans. We achieve these recoveries, primarily through our pre-legal 'no collection no commission' strategy where 90% + of all collections come without the need for any fixed fee, non-contingent, legal action. Our 150 H&FE clients (100 universities, 50 colleges) benefit from our dedicated and knowledgeable student collections team settling debts or arranging affordable payment plans while minimising queries allowing your income teams to focus on current year debt. STA is flexible and responsive to client demand as witnessed by initiatives such as: 'extending the working day' where we provide out-of-hours telephone calls to current students in the university's name, and training seminars for university finance staff, both resulting from client challenges debated at the ten regional discussion forums we facilitate for universities each year.





UM Association Limited


UMAL is one of the leading providers of insurance and risk management services to the UK’s Higher Education sector. Over the last 25 years we have built a reputation for first-class service, supported by unrivalled experience and expertise of the HE sector. Acting for over 130 institutions nationwide we welcome new members with benefits of mutual membership.

With our unique focus and experience of the sector and our current membership, we provide cover for over £80bn of property values, 800,000 FTE Students and 105,000 FTE Staff.

UMAL’s relationships are not driven by commercial imperative, profit, shareholders or the need to deliver a target Return on Equity. It has at its core a partnership based on us providing knowledge, value and service.

We offer a packaged solution of coverage with categories ranging from material damage and business interruption (including terrorism) to liability covers, including public liability, clinical trials and medical.


Zurich Municipal


Zurich Municipal is a leading provider of insurance and risk management services to the education sector. We recognise that universities have particular requirements when it comes to insurance and risk management. Our dedicated team offers a specialist service and products that are tailored to meet your needs. Through building open and productive relationships with universities we have developed a unique insight into the challenges that you face. Our claims and risk teams work closely with you to mitigate risk and manage major incidents, providing you with valuable support and bespoke risk management guidance when you need it most.



Investment Manager/Adviser

Amundi Asset Management

Amundi is Europe’s largest asset manager by assets under management and ranks in the top 101 globally. It manages more than 1.470 trillion2 euros of assets across six main investment hubs3. Amundi offers its clients in Europe, Asia-Pacific, the Middle East and the Americas a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes. Clients also have access to a complete set of services and tools. Headquartered in Paris, and listed since November 2015, Amundi is the 1st asset manager in Europe by market capitalization4. Amundi. Confidence must be earned. 
Visit amundi.com for more information or to find an Amundi office near you.

Federated Investors (UK) LLP


Federated Investors (UK) LLP is a UK subsidiary of Federated Investors, Inc. Federated Investors, Inc. is one of the largest investment managers in the United States, managing $379.7 billion in assets as of 30th June 2018. With AAA rated Money Market Funds and a variety of separately managed account options, Federated provides comprehensive investment cash management solutions to public sector clients and pension funds, institutions and intermediaries, Government entities, Universities and Colleges, Insurance companies, foundations and endowments.

Federated Investors (UK) is authorised and regulated by the Financial Conduct Authority.

Federated is a member of the Institutional Money Market Funds Association (IMMFA).



Goldman Sachs


Managing over £35bn for Charities and Universities globally, our specialism is Sustainable Finance. Whether it be treasury or endowment assets, we facilitate access to the leading ESG and sustainability managers in the world. Our investment platform enables Universities to align their investments with their research and sustainability objectives, creating environmental synergy across the institution. 

The firm's UK sector involvement also extends to: 

  • Student Accommodation – in a joint venture with the Wellcome Trust, Goldman Sachs runs iQ Student Accommodation, one of the largest providers of student accommodation in the UK.
  • Research Monetisation – through our Investment Banking Division, we have worked with a number of universities to help them successfully monetise their intellectual property or raise external capital
  • Environmental Partnership – our Centre for Environmental Markets partners with Universities on environmental research projects.



Insight Investment


Insight is one of the UK’s leading sterling cash managers with over £31.2bn of assets under management in money market funds and enhanced cash strategies [1]. Risk management is at the core of what we do and as a group we focus predominantly on de-risking and core fixed income strategies. Cash management is changing with regulation having a noticeable impact. Although it is causing a number of headwinds such as falling yields, it is also creating opportunity and opening up new approaches that historically have not been available. Insight is at the forefront of this innovation and is working with a number of university finance directors and their treasury teams to help them successfully navigate the ever-evolving cash management landscape.

[1] Insight ranked fourth in £ MMF assets for Insight Liquidity Fund. Assets under management (AUM) data shown as at 30 September 2018 and represented by the value of cash securities and other economic exposure managed for clients.



J.P. Morgan


J.P. Morgan Asset & Wealth Management is one of the world’s leading investment managers and lending providers. Our customised investment strategies including sustainable investments span fixed income including liquidity solutions, equity, real assets, private equity and hedge funds. We have built an unrivalled network of investment professionals, product specialists, relationship and client servicing teams – a total of more than 20,000* employees in more than 30 countries across the globe. We manage more than USD 2 trillion* in assets worldwide – testament to the trust our clients have placed in us. J.P. Morgan have a specialised team focused on Universities called the Endowments & Foundations Group. We are trusted advisor for over £20BN in assets. This includes being an investment management partner with many prominent University clients, which make up over 30% of our client base. *All as at 30 June 2018


King & Shaxson Ltd



King & Shaxson is a long established city name with a proud history that is enshrined in the sterling bond and money markets, since our inception in 1866. We have evolved into a specialist investment firm focussed on securities dealing and custody, asset management and treasury consultancy.

We are a leader in ethical investments, having run an ethical discretionary management business since 2002, catering for individuals, corporates, universities and charities. This service blends classical investment discipline with a focus on meeting the ethical requirements of each investor.

We have a direct relationship with the DMO, as a primary participant in the weekly Treasury bill tender, enabling clients to deal at the best possible price. Operating on a matched principle basis, we offer a dealing and custody service to facilitate investment in marketable securities such as Certificates of Deposits, Treasury Bills as well as bonds both fixed and floating rate notes.



KW Institutional

At KW Institutional we understand that University Finance Directors have a complex and demanding role and the management of surplus cash balances is often not a high priority, especially in the current low interest rate environment. However, in what for many is a period of growing cash balances it is important to ensure cash is safe and working for the University, accepting poor bank account rates is no longer sufficient. We offer a comprehensive service to support your treasury function, investing cash in-line with your treasury management policy to ensure both security and yield as well as easy access to your funds when required. We build close working relationships with our clients and provide regular, detailed reports to help free up resource within the finance team. We can provide a clear overview in the power hour sessions so you can assess whether we could be of service to your University.

Legal & General Investment Management


Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £985 billion.* LGIM works in partnership with finance directors to provide bespoke investment solutions ranging from cash management to both active and passive equity and fixed income strategies. We put clients at the heart of our business and strive to achieve the best possible outcomes for them whilst ensuring that risks are appropriately managed. LGIM plays an active role in the companies we invest in, from exercising shareholder voting rights to directly engaging with companies at a board level. By playing a part in shaping the businesses we invest in, we aim to unlock value for investors and shape the future and sustainability of financial markets. * as at 30 June 2018. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.


Liontrust Asset Management


Liontrust is a specialist fund management company that was launched in 1995 and listed on the London Stock Exchange in 1999. Our fund managers have the freedom to manage portfolios according to their own investment processes and market views without being distracted by other day-to-day aspects of running a business.

The Sustainable Investment Team, which have been managing the Sustainable Future Funds since launch in 2001, are experienced, have a robust investment process and have shown that sustainable investment can provide strong returns over the long term as well as meeting investors’ values. We have an external advisory committee that challenges the Team and offers guidance on evolving sustainable issues.

The Team discloses all holdings so there are no unpleasant surprises about what is in your portfolio. Through the Team’s voting and engagement on such issues as executive pay, human rights and environmental performance, your investments can have an impact.



Newton Investment Management


Newton Investment Management is a London-based, global investment management firm, providing a focused range of investment strategies to charities, pension funds, corporations and, via BNY Mellon, individuals. 

We run a broad range of equity, fixed-income and multi-asset strategies, and have particular expertise in absolute-return, income-focused, high-conviction and sustainable investing. We use a global thematic approach to help achieve long-term perspective. Our themes inform both the rigorous fundamental analysis carried out by our experienced global research analysts, and the construction of portfolios designed to meet our clients’ requirements. We consider environmental, social and governance issues in relation to every company in which we invest, in the belief that responsible investment is better investment.

As the debate around fossil-fuel investment builds across our universities, we are finding that our approach to sustainable investment, which focuses, among other areas, upon the implications of climate change, is resonating strongly with university endowments.



Property Income Trust for Charities


The Property Income Trust for Charities (PITCH) is a tax-efficient unit trust for UK charity investors which has over £600m of assets under management and aims to deliver a relatively high and sustainable income yield whilst at least maintaining capital value in real terms over the economic cycle. Performance - The AREF/IPD All Balanced Property Fund Index showed that PITCH was the best-performing specialist property fund over the last 1, 3 and 5 years (as at 30.09.2018). Stewardship - PITCH is run with a strong commitment to the charity sector, being a signatory to the UNPRI, reporting to the Global Real Estate Sustainability Benchmark since 2014 and is managed with formal ethical and environmental policies. The Management team are all involved in pro-bono charity work allowing them a deeper understanding of the charity sector.


Rathbones Investment Management


Rathbone Investment Management is one of the leading investment managers in the UK. We manage money for people, charities and through professional partnerships with advisers. We have been in business since 1742. Our success is built on the stability provided by forward-thinking, sensible, long-term management and last relationships we form with our clients and our people.  Our on-going investment in technology keeps our business running smoothly, supporting high-quality investment management, administration and reporting. Rathbone Investment Management is part of Rathbone Brothers Plc, an independently owned FTSE 250 listed company. As we are not part of another company, we can focus our full attention on managing money and nothing else. Our charities team manage over £5.7 billion for more than 1,200 charities in portfolios that range from £10,000 to more than £100 million.



Royal London Asset Management


Royal London Asset Management (RLAM) is one of the UK's leading fund management companies. RLAM has built a strong reputation as an innovative manager, investing across all major asset classes, seeking to deliver consistent long-term outperformance.

RLAM offer a broad range of investment strategies across a range of asset classes including cash, equities, fixed income, and property, with a market leading capability in sustainable investing. 

RLAM has been managing assets for various institutions, including universities, since its establishment in 1988. Our institutional business development team and Fund Managers understand the particular needs of universities and have developed investment solutions to fit their needs. We believe in the added long-term value of active fund management and are recognised for the wealth of experience we bring to managing our clients' funds. Our focus is firmly set on achieving the best possible returns for those who entrust us with their assets.



Sarasin & Partners


Sarasin & Partners manage investments for charities, institutions, intermediaries, pension funds and private clients, from the UK and around the world. Known as a market leader in thematic investment and for long-term income and dividend management across multi-asset and equity mandates. Consistent with a longer-term approach is a commitment to ‘stewardship’ principles, embedding environmental, social and governance considerations into the investment process. We are a leading manager of charity portfolios, managing £6.4 billion* for over 410* charities, representing over 45% of our assets under management. We offer bespoke investment solutions: via segregated portfolios, single asset class funds or through our three Charity Authorised Investment Funds, the Sarasin Endowments Fund, Sarasin Income & Reserves Fund and Sarasin Climate Active Endowment Fund. With over 20 years’ experience, we have established a reputation for consistent investment performance and high-quality reporting. Through our ‘Compendium of Investment’ we have trained over 4,500 trustees. *As at 30.09.18



Smith & Williamson


Smith & Williamson is an independent partnership majority owned by partners and staff providing investment, tax, accountancy, financial advisory and banking services to non-profit organisations, corporates, private clients and professional practices across the UK and Ireland.  

Our investment management business has approximately £20.7 billion of funds under management and advice, of which over £1.9 billion is in respect of charitable funds (as at 30 June 2018).  We actively manage a significant number of investment portfolios for universities and educational charities as well as providing tax advice and a range of other financial services to the sector nationally.




Mills & Reeve LLP


Mills & Reeve is a leading law firm to the education and charity sectors. 

Working in the UK and internationally, we are involved in the sector’s most innovative projects. The firm is a recognised market leader in the field of Higher Education Finance.

Mills & Reeve has some 1000 people across six offices across England and a network of international partner firms.  Beyond education, our clients are involved in most areas of the UK economy. These include technology businesses, banks, insurers and finance companies, health sector bodies, agriculture and food sector, property developers and a government.



Pinsent Masons


Pinsent Masons: 20 years of higher education experience.

Having worked with higher education providers for more than 20 years we have learnt to see things from our client's point of view. Our commercial and bold approach has made us a top adviser. We specialise in supporting transformational change, setting up branch campuses in other jurisdictions, advising on all types of financing, private sector partnering for student accommodation, complex governance and constitutional advice, and digital transformation including IT and procurement. We'll also manage a reputational crisis, handling potentially damaging incidents to minimise the impact of fraud, sexual violence and student protests. We help clients with joint venture / collaboration needs, seeking IP protection or addressing constitutional reform, dealing with regulatory obstacles or immigration and secondments. Our team of more than 150 lawyers across Europe, Middle East and Asia Pacific has a wealth of expertise in the sector.




VWV is a full-service commercial UK law firm acting for public, private and third sector clients nationally.

As a leading adviser to the HE sectors, we act for over 50 HE clients and are recommended in both the Legal 500 and Chambers & Partners directories.

We are the top ranked firm on the One Stop Shop Lot of the National Legal Services Framework 2017 and are on LUPC's National Debt Recovery Framework. 

Our HE team is well-known for finding pragmatic and commercial solutions with a focus on helping clients understand and manage risk. Our understanding of the HE sector is enhanced by secondments to university clients, engagement with sector organisations and governance roles undertaken by partners.

We advise HEIs on all aspects of their operations including international projects, procurement and state aid, funding arrangements, employment, capital projects, real estate, student issues, governance and charity law and debt recovery.






Deloitte has a long-standing commitment to Higher Education, solving complex problems and delivering outstanding service. Deloitte’s HE team includes experienced professionals and industry leaders that turn ideas into impact. We understand that no two universities are alike, and that every issue can have broad implications across the institution. Our approach is designed for flexibility, collaboration, and focus on outcomes. Our professionals have supported clients in some of their areas of greatest challenge and opportunity, including delivering operational and financial transformation, enterprise technology and digital solutions, student experience redesign, and organisational and change management. We perform an important role in the Sector by providing assurance services including external audit, internal audit, programme assurance, and risk management services. Our collaborative partnership approach is fundamental to the way we work with universities.


Finalysis UK Limited


Finalysis, a leading banking and treasury consultancy for the sector since 2002, has provided consultancy services to over 100 Universities. Our Banking and Treasury Reviews are considered key “Value for Money” exercises, covering account configuration, interest verification, cash investment benchmarking, card acquiring costs, currency management, international payment processes/costs and bank charges. Our specialist knowledge is invaluable in supporting Universities with their Tenders; primarily for transactional banking, card acquiring and international payments. Our Debt Advisory expertise has assisted educational institutions in the raising, refinancing and restructuring over £1.6bn debt; providing consultancy from initial strategic analysis through to full request for proposal exercises. We continue to see a focus from our clients on Cash Investment Benchmarking and Treasury Management Policy Reviews and on alternative methods of receiving Student Fee and Accommodation Payments.





JLL Higher Education is a specialist team, dedicated to the sector.

We help our clients by producing estate strategies, demand studies, business cases, option appraisals, feasibility studies, and assist with delivery by pulling together the full spectrum of JLL’s technical property advice and services.

We have particular experience in residential strategies and student housing partnerships, and work closely with our Student Housing team to deliver innovative and affordable solutions to universities.

Our clients trust our independence. Many have subsequently re-instructed us to advise on further, diverse projects.



PFM Advisors UK Limited


We are financial advisors and consultants to higher education institutions, specialists in recognising the unique financing needs of this sector. Universities come to us for a better understanding of their future financial position so that they can make a proactive business decision. 

We serve the full range of institutions from complex research bodies, to smaller, speciality-focused universities. Working as your partner, PFM will develop and support your strategic and capital plans to ensure sustainability. Our services include: governance and policy review; debt capacity and financial metrics, strategic planning, risk assessment, credit strategy and transaction management. 

Proud to be truly independent, we serve one interest only: that of our client. Thanks to this unwavering commitment, free of conflict, PFM has grown into the leading independent financial advisor in the U.S. helping our higher education clients to educate and thrive. From that foundation, in 2018 we launched PFM Advisors UK Limited in London to serve the UK.





QMPF is a corporate finance advisor which has been dedicated to the education sector for over 15 years. We operate across the UK from our offices in Edinburgh and London; and specialise in debt advisory, student accommodation and private sector partnerships, besides providing general strategic advice.

We have helped deliver the majority of major ‘off balance sheet’ student accommodation partnership projects. Over the last 18 months we have closed 8 projects which will provide over 5,000 new bedspaces and other campus amenities, and enable our clients to concentrate their funding capacity on important academic investment. 

We pride ourselves on the independence of our advice and will always work with clients in objectively assessing their options at the outset. Within debt advisory, we are active in arranging private placements, bank loans and RCFs in addition to assisting in covenant renegotiation with institutions (including the EIB) and optimising hedging strategies.





Tribal’s Benchmarking service helps HE leaders make better informed decisions to move their universities forward with confidence.  For over 25 years we have compared universities’ performance against sector-wide benchmarks in order to help meet their strategic goals. Accurately measure and compare performance, drive change, and embed continuous improvement processes in your organisation.

  • Inform your budget planning processes.
  • Shape your cost base to improve student outcomes
  • Assess value for money across your professional services
  • Identify immediate financial savings and medium to long-term cost reduction opportunities (typically equivalent to 3% of turnover)
  • See how your university compares to best practice, and to universities with similar characteristics (e.g. size, student profile, course offering) 
  • Bring sophistication and objectivity to your income generation modelling
  • Model the impact of change, such as falling enrolment numbers, rising costs and funding reviews





TUCO (The University Caterers' Organisation) Ltd


TUCO is the leading professional membership body for higher and further education caterers. Under our four cornerstones of Share, Learn, Buy and Grow we support our members through:

  • the sharing of best practice 
  • skills development opportunities
  • the power of group purchasing / sourcing
  • insight and research-driven innovation and advice

At TUCO, we are passionate about highlighting and recognising the high skill-level within the industry. We work with our members to build a stronger, bigger and brighter workforce, through initiatives such as the TUCO Skills Competition and the TUCO Academy.

Industry-leading frameworks and new initiatives such as TUCO Online – our new e-procurement system – have opened-up a wealth of opportunities for our members. These enable them to get the best value from suppliers of all sizes, to recruit skilled employees and to future-proof their business for the changing environmental and competitive landscape.




Moody's Public Sector Europe


MPSE is a unique credit rating agency dedicated to Europe’s public sector, and provides over 200 public ratings across 27 countries. We currently oversee nine public ratings in the UK’s higher education sector. Our diverse team regularly engages in analytical discussions, internally, with our rated UK universities, and with intermediaries and investors in the sector, to incorporate different perspectives on credit risks and operational challenges, and enhance our analytical processes. We also leverage Moody’s teams that cover higher education institutions around the globe, through frequent meetings, to continuously improve our in-depth analytical acumen on the credit trends and operational landscapes relevant to this sector, both domestically and internationally. Our internal process of analysis, debate, and cross-communication ensures we are able to undertake thorough analyses of UK universities, at an entity and sector-wide level, and deliver accurate credit assessments that are of the highest standard.



Real Estate Advisor



Global knowledge. Local Expertise. World Class Advice.

We recognise that the most significant cost for universities, after staff, is the ongoing maintenance, development and future-proofing of their estate.

Savills, one of the world’s leading multi-sector real estate advisers, has been advising UK universities for many years. We understand the challenges and opportunities for institutions to optimise their estate to best support learning and teaching, research and innovation.

Our consultancy and advice includes: estate strategy development and implementation, master planning, obtaining planning permission, space planning and utilisation, acquisition and disposal of land and buildings, project management of capital programmes and projects, valuations, and sourcing funding for University or partnership projects.

We have built a strong network of higher education focused real estate experts. We tailor our advice to the objectives and requirements of each institution that we work with, in order to maximise the value and effectiveness of their estate.




BAE Systems Pension Fund


BAPFIM is the Defined Benefit pension scheme of BAE Systems plc. We are a key long-term funder in the private debt market, lending to universities, schools, housing associations and other not-for-profit organisations to match our long term liabilities. The fund has c.£22bn under management. If you are interested in raising long term debt for your organisation, please feel free to come and speak to us (Yanghui Ren yanghui.ren@baesystems.com). 


Barnett Waddingham


We provide comprehensive pensions, risk management and workplace heath and wealth consultancy services to a broad range of clients – our pensions offering spans actuarial, administration, investment, defined contribution and taxation consultancy.

The firm has grown steadily since its foundation in 1989 with a headcount today of over 1000. We pride ourselves on being wholly owned and managed by our 70 partners across eight UK offices.

Our dedicated HE specialists have over 20 years of experience providing pension scheme and employer services to more than 20 clients in the sector, spanning the UK and including both Russell Group and post-92 universities. We are committed to maintaining our position as industry experts in this sector. 

We are currently getting lots of enquiries from institutions looking to understand their options around USS, LPGS, and TPS, as well as those wishing to find more cost effective ways to managing their own SATs.


Mercer Limited


Pensions in the Higher Education sector have never been so dramatic! Mike Harrison, Rebecca Dodd and Clarke Bedford from Mercer’s Higher Education Group are at the forefront of the activity:

  • Supporting with USS education and consultation programmes including member presentations and senior team briefings.
  • Supporting with LGPS including helping universities negotiate with the Funds; and look at alternative provision and exit strategies.
  • Supporting on TPS / SUSS / NHSPS to deal with potential contribution increases.
  • Supporting with SATs to manage costs and risks including valuation negotiations and strategy reviews.
  • Supporting with DC provision including design and implementation.
  • Supporting with “pensions tax” including advice to senior teams and RemCos and guidance for individuals on the implications of potential pensions tax issues.

We’d love to have a chat with you; share some of our experiences; and show how we can add massive value for your University and for your colleagues.




Account-Ability Ltd


Does budgeting, re-forecasting and costing take too long?  Is it efficient and fragmented?  Does it drive operational and strategic controlling?

50 HE institutions as well as 1,000’s of other organisations worldwide use Corporate Planning software to deliver these needs.  Award-winning and ‘top-ranked’ in the world’s biggest survey of planning systems (BARC 2018), Corporate Planner is the ideal solution for integrated performance management.

Invest 10 minutes of your time at the Power Hour to meet with Account-Ability to find out how our ‘out-of-the-box’ single platform Corporate Planning HEI solutions can be implemented in as little as 7 days for each of the following:

  • I&E Budgeting & Management Reporting pack
  • Integrated I&E, B/S, C/F Planning to HE SORP
  • Statutory consolidation
  • Student Numbers & Income Planning
  • Programme & Module Costing
  • TRAC and RAM
  • Pay and Workforce Planning
  • Research and Enterprise Planning



BME Solutions


BME Solutions have implemented Financial Reporting and Business Intelligence solutions at over 30 UK universities.

When it comes to Financial Reporting, almost all universities use Microsoft Excel for final presentation and analysis. Finance users feel comfortable using spreadsheets because of their flexibility and ease of use.

Imagine linking data items from your underlying accounting system so that any number, or even text field, was instantly linked to Microsoft Excel.

Finance users often produce the same Excel monthly reporting pack every month, or across different reporting elements eg. departments and costs codes.INSIDE XL allows users to produce refreshable Excel spreadsheets that read parameters like account code, department, month and year, leaving them free to format and present the report using their existing Excel skills.

Come along to the Power Hour to find out how we can implement INSIDE XL in just 3 days.





Oracle, a global provider of enterprise cloud computing, is empowering businesses of all sizes on their journey of digital transformation. Today, 430,000 customers in 175 countries use Oracle technologies to seize business opportunities and solve real, tangible challenges. Oracle’s new Cloud based applications for Financial Management, HCM and Student Management are allowing Universities to take control of their future, rather than being reliant on their IT colleagues. Developed from the ground up as a mobile application, users can now access not only the application but also the embedded business intelligence from anywhere they like. The embedded modern business practices are helping to transform the finance function, reduce the low value transactional based activities and allow finance to be more strategic and deliver value to the Institution. UK Universities are also embracing the capabilities of Oracle’s Cloud, these include University of Birmingham, Birmingham City University, Durham University, University of Derby, University of Worcester, & Staffordshire University.





Simitive is in the process of developing a Costing and Contribution Analysis solution for Universities. Focusing on the university’s real activities, in addition delivering TRAC and TRAC(T). Finance Directors and Deputies from 12 UK Universities have fully engaged during the requirements definition and specification phase. For more information email info@simitive.com

Simitive provides cloud-based solutions for academic workload management and modelling, performance management, e-learning and compliance to over 60 Universities in the UK and Ireland.

Simitive’s consultants help deliver improvements and efficiencies in a culturally sympathetic way resulting in faster adoption and earlier realisation of the expected benefits. For example; Universities using Simitive’s Academic Workload Management solution normally realise significant efficiencies through more appropriate management of academic workload, in one instance realising more than £1.5M of savings in the first 12 months.




TechnologyOne is Australia's largest enterprise software company with offices across six countries including the UK. We create solutions that transform business and make life simple for our customers. We do this by providing powerful, deeply integrated enterprise software that is incredibly easy to use. Over 1,200 leading corporations, government departments and higher education institutions are powered by our software. In the UK our key markets are we local government and higher education. We develop, market, sell, implement, support and run our preconfigured solutions, which reduce time, cost and risk for our customers. For Higher Education our single One University solution covers Finance, HR, Students and Research. For over 30 years, we have been providing our customers enterprise software that evolves and adapts to new and emerging technologies, allowing them to focus on their business and not technology. Our software is available on TechnologyOne SaaS and across mobile devices.

Unit4 Business Software


Unit4 is in business for people and is committed to be a leading global supplier to the higher education sector. We provide scalable and flexible Cloud solutions that help your students, faculties, administrators and staff work smarter, faster and more effectively. By automating routine, manual tasks and freeing you from managing ever-changing technology, you can focus on supporting your students and employees whilst delivering ground-breaking research. Ultimately, you are in the business of empowering our future leaders and workforce to make positive impacts on local, national and world communities, whilst instilling a desire for lifelong learning. We are excited and privileged to be part of this mission-based calling. With more than 30 years’ experience in the sector, we are proud to have 200 HE and FE UK&I institutions as our customers, benefitting from our Student, Research Management, HR, Payroll and Finance solutions.





This site uses cookies and other tracking technologies to assist with navigation and your ability to provide feedback, analyse your use of the site and services and assist with our member communication efforts. Privacy Policy. Accept cookies Cookie Settings