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Investment Life & Pensions Moneyfacts Awards

Full Product Directory

Wednesday 18 September 2024

Wednesday 18 September 2024

Banner Image of the Investment Life & Pensions Moneyfacts Awards Winner's Trophy Banner Image of the Investment Life & Pensions Moneyfacts Awards Winner's Trophy Banner Image of the Investment Life & Pensions Moneyfacts Awards Winner's Trophy
Supporter Brands of the Investment Life & Pensions Moneyfacts Awards 2024 Supporter Brands of the Investment Life & Pensions Moneyfacts Awards 2024 Supporter Brands of the Investment Life & Pensions Moneyfacts Awards 2024

What are the Investment Life & Pensions Moneyfacts Awards?

The unrivalled highlight of the year for the investment, life and pensions market.

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.

What are the Investment Life & Pensions Moneyfacts Awards?

The unrivalled highlight of the year for the investment, life and pensions market.

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.

18 September 2024, Royal Lancaster London

Contact the Events Team on:

When and where is the awards ceremony?

Get together with the rest of the industry!

The awards ceremony will take place on Wednesday 18 September 2024 at the Royal Lancaster London. The event starts with a drinks reception at 6:30pm and the awards presentation follows a three-course dinner.

There will then be post-awards entertainment until carriages at 1am.

When and where is the awards ceremony?

Get together with the rest of the industry!

The awards ceremony will take place on Wednesday 18 September 2024 at the Royal Lancaster London. The event starts with a drinks reception at 6:30pm and the awards presentation follows a three-course dinner.

There will then be post-awards entertainment until carriages at 1am.

Sponsors

Sponsors

Exclusive Drinks Reception Sponsored by:

Brand Logo Barclays Bank

Exclusive Drinks Reception Sponsored by:

Brand Logo Barclays Bank

Exclusive Drinks Reception Sponsored by:

Brand Logo Barclays Bank

Cheese Tricycle Sponsored by:

Brand Logo Cirencester Friendly Building Society

Multimedia Sponsor:

Brand Logo Barclays Bank

Cheese Tricycle Sponsored by:

Brand Logo Cirencester Friendly Building Society

Multimedia Sponsor:

Brand Logo Barclays Bank

Cheese Tricycle Sponsored by:

Brand Logo Cirencester Friendly Building Society

Multimedia Sponsor:

Brand Logo Barclays Bank

Shortlists now announced!

The Investment Life & Pensions Moneyfacts Awards shortlists have now been announced - you can view them online here.

Thank you to our category sponsors:

 

Shortlists now announced!

The Investment Life & Pensions Moneyfacts Awards shortlists have now been announced - you can view them online here.

Thank you to our category sponsors:

 

Best Structured Products Provider sponsored by:

Brand Logo StructuredProductReview.com

Best Structured Products Provider sponsored by:

Brand Logo StructuredProductReview.com

Best Structured Products Provider sponsored by:

Brand Logo StructuredProductReview.com

Investment Adviser of the Year sponsored by:

Brand Logo Quilter

Retirement Adviser of the Year

Protection Adviser of the Year

Tax and Estate Planner of the Year sponsored by:

Brand Logo Time Investments

Equity Release Adviser of the Year

Structured Product Adviser of the Year

Investment Adviser of the Year sponsored by:

Brand Logo Quilter

Retirement Adviser of the Year

Protection Adviser of the Year

Tax and Estate Planner of the Year sponsored by:

Brand Logo Time Investments

Equity Release Adviser of the Year

Structured Product Adviser of the Year

Investment Adviser of the Year sponsored by:

Brand Logo Quilter

Retirement Adviser of the Year

Protection Adviser of the Year

Tax and Estate Planner of the Year sponsored by:

Brand Logo Time Investments

Equity Release Adviser of the Year

Structured Product Adviser of the Year

Judging Process

Judging Process

Providers

The finalists and eventual winners of the Investment Life & Pensions Moneyfacts Awards are decided by a combination of methods. Two elements make up the product-specific categories: the first is a financial adviser testimonial process that takes place between 29 January 2024 and 5 April 2024, whereby advisers are asked to nominate their top three providers across the full range of protection, retirement and investment products. Advisers are free to nominate any providers they wish, rather than having to select from a predetermined shortlist. These results are then given over to the analytical expertise of our research team, who then thoroughly examine the pricing and features of each provider’s product during the preceding 12-month period to come to the final decisions.

Advisers

Throughout spring 2024, entries for the adviser categories are invited from the adviser community. We also consult our provider contacts for their thoughts on advisers that should be considered. Advisers who wish to be considered have to complete a questionnaire providing details of their organisation, level of expertise and how they deliver their advice proposition. They are also asked to support this nomination with evidence of their ability to deliver award-winning service. Based on the quality of the submissions, a shortlist is drawn up and announced in May. Shortlisted advisers are then able to invite testimonials (submitted via an online form) until June 2024. An internal judging panel assesses these to decide upon the final positions of the finalists.

Providers

The finalists and eventual winners of the Investment Life & Pensions Moneyfacts Awards are decided by a combination of methods. Two elements make up the product-specific categories: the first is a financial adviser testimonial process that takes place between 29 January 2024 and 5 April 2024, whereby advisers are asked to nominate their top three providers across the full range of protection, retirement and investment products. Advisers are free to nominate any providers they wish, rather than having to select from a predetermined shortlist. These results are then given over to the analytical expertise of our research team, who then thoroughly examine the pricing and features of each provider’s product during the preceding 12-month period to come to the final decisions.

Advisers

Throughout spring 2024, entries for the adviser categories are invited from the adviser community. We also consult our provider contacts for their thoughts on advisers that should be considered. Advisers who wish to be considered have to complete a questionnaire providing details of their organisation, level of expertise and how they deliver their advice proposition. They are also asked to support this nomination with evidence of their ability to deliver award-winning service. Based on the quality of the submissions, a shortlist is drawn up and announced in May. Shortlisted advisers are then able to invite testimonials (submitted via an online form) until June 2024. An internal judging panel assesses these to decide upon the final positions of the finalists.

View photos from the previous Investment Life & Pension Moneyfacts Awards ceremony

View photos from the previous Investment Life & Pension Moneyfacts Awards ceremony

Watch video highlights of our previous Investment Life & Pensions Moneyfacts Awards ceremony.

 

Watch video highlights of our previous Investment Life & Pensions Moneyfacts Awards ceremony.

 

Previous years' winners

Previous years' winners

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