Investment Life & Pensions Moneyfacts Awards 2024 | Moneyfacts Group PLC | 5 April 2024 | Royal Lancaster London, Lancaster Terrace, London W2 2TY, UK

Each year rigorous product monitoring is carried out throughout the preceding year, and the financial adviser community is also consulted, in order to determine the winners of the Investment Life & Pensions Moneyfacts awards.

Voting enables the adviser community to have their say meaning the awards use a unique mix of feedback and technical product monitoring to decide the best brands and products each year.

Categories
• Investment Adviser of the Year
• Retirement Adviser of the Year
• Protection Adviser of the Year
• Equity Release Adviser of the Year
• Tax & Estate Planner of the Year

2023 Winners

Best Personal Pension Provider
• Scottish Widows

Best SIPP Provider
• InvestAcc

Best SSAS Provider
• WBR Group

Best Group Pension Provider
• Aegon

Best Income Drawdown Provider
• Standard Life

Best Equity Release Provider
• more2life

Best Annuity Provider
• Canada Life

Equity Release Adviser of the Year
• Key

Retirement Adviser of the Year
• Kellands (Hale) Limited

Best Stocks & Shares ISA Provider
• Aviva

Best Investment Fund Provider
• Liontrust

Best Investment Trust Provider
• BlackRock

Best Multi-Manager Provider
• Quilter Investors

Best Discretionary Fund Manager
• Investec Wealth & Investment

Best Wrap/Platform
• Parmenion

Best Structured Products Provider
• Walker Crips Structured Investments

Best Ethical Investment Provider
• EdenTree Investment Management

Best Ethical Discretionary Fund Manager
• Tatton Investment Management

Best Junior ISA Provider
• Scottish Friendly

Investment Adviser of the Year
• Lowes Financial Management

Best Tax and Estate Planning Solutions Provider
• Octopus Investments

Best Investment Bond Provider
• Canada Life

Best Venture Capital Trust Provider
• Octopus Investments

Tax and Estate Planner of the Year
• Mercer & Hole

Best Term Assurance Provider
• Legal & General

Best Income Protection Provider
• LV=

Best Critical Illness Provider
• Scottish Widows

Best Group Protection Provider
• Canada Life

Best Business Protection Provider
• Legal & General

Protection Adviser of the Year
• Vita

Best Private Medical Insurance Provider
• VitalityHealth

Best Health Cash Plan Provider
• Benenden Health

Best Investment Service
• Tatton Investment Management

Best Protection Service
• Cirencester Friendly

Best Claims Support
• Shepherds Friendly

Best Healthcare Service
• Benenden Health

Best Pension Service
• InvestAcc

Best Equity Release Service
• Pure Retirement

Best Structured Products Service
• Tempo Structured Products

Best Online Service
• True Potential

Service Beyond the Call of Duty
• TIME Investments

Best Use of Technology in the Investment Life & Pensions Sector
• Santander Asset Management

Innovation Award
• MetLife UK (GP24)