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Organizer | Moneyfacts Group PLC |
Date Awarded |
19 Sep 2018 5:00am BST
(about 6 years ago)
In your time zone: Sep 19 12am EDT |
Region | EMEA |
Rigorous product monitoring will be carried out throughout the preceding year, and the adviser community will also be consulted, in order to determine 2018’s winners.
2017 Winners:
BEST PERSONAL PENSION PROVIDER
• Winner: Aviva
• Highly Commended: Royal London
• Commended: Prudential
BEST SIPP PROVIDER
• Winner: InvestAcc
• Highly Commended: AJ Bell
• Commended: Xafinity
BEST SSAS PROVIDER
• Winner: Rowanmoor
• Highly Commended: Barnett Waddingham
• Commended: Whitehall Group
BEST GROUP PENSION PROVIDER
• Winner: Scottish Widows
• Highly Commended: The People's Pension
• Commended: Royal London
BEST INCOME DRAWDOWN PROVIDER
• Winner: Prudential
• Highly Commended: Royal London
• Commended: Standard Life
BEST THIRD WAY PRODUCT PROVIDER
• Winner: Retirement Advantage
• Highly Commended: Aegon
• Commended: LV=
BEST EQUITY RELEASE PROVIDER
• Winner: Legal & General Home Finance
• Highly Commended: Pure Retirement
• Commended: Hodge Lifetime
BEST ANNUITY PROVIDER
• Winner: Just
• Highly Commended: Hodge Lifetime
• Commended: Retirement Advantage
EQUITY RELEASE ADVISER OF THE YEAR
• Winner: Bower Retirement
• Highly Commended: Viva Retirement Solutions
• Commended: Globe IFA
RETIREMENT ADVISER OF THE YEAR
• Winner: LEBC The Retirement Adviser
• Highly Commended: Boolers
• Commended: Penguin Wealth LLP
BEST STOCKS & SHARES ISA PROVIDER
• Winner: Zurich
• Highly Commended: Old Mutual Wealth
• Commended: True Potential
BEST INVESTMENT FUND PROVIDER
• Winner: Old Mutual Global Investors
• Highly Commended: Invesco Perpetual
• Commended: Standard Life Investments
BEST INVESTMENT TRUST PROVIDER
• Winner: JP Morgan Asset Management
• Highly Commended: Baillie Gifford
• Commended: Janus Henderson Investors
BEST MULTI-MANAGER PROVIDER
• Winner: Architas
• Highly Commended: Premier Asset Management
• Commended: Standard Life Investments
BEST TARGETED ABSOLUTE RETURN FUND PROVIDER
• Winner: Invesco Perpetual
• Highly Commended: Standard Life Investments
• Commended: BNY Mellon
BEST PASSIVE FUND PROVIDER
• Winner: Vanguard Asset Management
• Highly Commended: Legal & General Investment Management
• Commended: BlackRock (including iShares)
BEST DISCRETIONARY FUND MANAGER
• Winner: Tatton Investment Management
• Highly Commended: Investec Wealth & Investment
• Commended: Quilter Cheviot
BEST WRAP/PLATFORM
• Winner: Transact
• Highly Commended: Nucleus
• Commended: Old Mutual Wealth
BEST STRUCTURED PRODUCTS PROVIDER
• Winner: Investec Structured Products
• Highly Commended: Meteor Asset Management
• Commended: Reyker
BEST ETHICAL INVESTMENT PROVIDER
• Winner: EdenTree Investment Management
• Highly Commended: Royal London Asset Management
• Commended: Rathbone Unit Trust Management
BEST JUNIOR ISA PROVIDER
• Winner: OneFamily
• Highly Commended: AJ Bell
• Commended: The Share Centre
INVESTMENT ADVISER OF THE YEAR
• Winner: Strategic Solutions Chartered Financial Planners
• Highly Commended: Kennedy Black Wealth Management
• Commended: Plutus Wealth Management
BEST TAX AND ESTATE PLANNING SOLUTIONS PROVIDER
• Winner: Octopus Investments
• Highly Commended: Canada Life
• Commended: TIME Investments
BEST INVESTMENT BOND PROVIDER
• Winner; Prudential
• Highly Commended: Canada Life
• Commended: Old Mutual Wealth
TAX AND ESTATE PLANNER OF THE YEAR
• Winner: Kellands (Hale)
• Highly Commended: M & H Financial Planning
• Commended: McCarthy Taylor
BEST TERM ASSURANCE PROVIDER
• Winner: Legal & General
• Highly Commended: Aviva
• Commended: Aegon
BEST INCOME PROTECTION PROVIDER
• Winner: LV=
• Highly Commended: Cirencester Friendly
• Commended: Holloway Friendly
BEST CRITICAL ILLNESS PROVIDER
• Winner: AIG Life
• Highly Commended: VitalityLife
• Commended: Aviva
BEST GROUP PROTECTION PROVIDER
• Winner: Canada Life
• Highly Commended: Omnilife
• Commended: Legal & General
BEST BUSINESS PROTECTION PROVIDER
• Winner: Legal & General
• Highly Commended: Aviva
• Commended: Zurich
PROTECTION ADVISER OF THE YEAR
• Winner: Vita
• Highly Commended: Future Proof
• Commended: Stackhouse Poland
BEST PRIVATE MEDICAL INSURANCE PROVIDER
• Winner: VitalityHealth
• Highly Commended: Bupa
• Commended: General & Medical
BEST HEALTH CASH PLAN PROVIDER
• Winner: Westfield Health
• Highly Commended: BHSF
• Commended: WPA
BEST INVESTMENT SERVICE
• Winner: Canada Life
• Highly Commended: Parmenion
• Commended: Prudential
BEST PROTECTION SERVICE
• Winner: Aegon
• Highly Commended: Cirencester Friendly
• Commended: LV=
BEST HEALTHCARE SERVICE
• Winner: The Exeter
• Highly Commended: VitalityHealth
• Commended: Bupa
BEST PENSION SERVICE
• Winner: Old Mutual Wealth
• Highly Commended: InvestAcc
• Commended: Royal London
BEST ANNUITY SERVICE
• Winner: Canada Life
• Highly Commended: Retirement Advantage
• Commended: Just
BEST STRUCTURED PRODUCTS SERVICE
• Winner: Reyker
• Highly Commended: Societe Generale
• Commended: Investec Structured Products
BEST ONLINE SERVICE
• Winner: Aviva
• Highly Commended: Parmenion
• Commended: AIG Life
SERVICE BEYOND THE CALL OF DUTY
• Winner: Parmenion
• Highly Commended: Canada Life
• Commended: Cirencester Friendly
BEST PR AND COMMUNICATIONS TEAM
• Winner: Retirement Advantage
• Highly Commended: Prudential
• Commended: Aegon
INNOVATION AWARD
• Winner: Octopus Investments (Octopus Choice)
• Highly Commended: TIME Investments (TIME: AIM)
• Commended: The Exeter (Managed Life)