ILP Awards 2025 Shortlist

London Hilton on Park Lane, Wednesday 24 September 2025

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The shortlists for the 2025 Investment Life & Pensions Moneyfacts Awards are...

The shortlists for the 2025 Investment Life & Pensions Moneyfacts Awards are...

Best Personal Pension Provider

Aegon
Aviva
Legal & General
LV=
NFU Mutual
Prudential
Quilter
Royal London
Scottish Widows
Standard Life

Best SIPP Provider

@sipp
AJ Bell Investcentre
Aviva
Barnett Waddingham
Curtis Banks
DP Pensions
InvestAcc
IPM SIPP Administration
LV=
XPS Self Invested Pensions

Best SSAS Provider

Alltrust Services
Barnett Waddingham
Dentons
InvestAcc
Retirement Capital
SSAS Practitioner
Talbot & Muir Ltd
WBR Group
Whitehall Group
XPS Self Invested Pensions

Best Group Pension Provider

Aegon
Aviva
Legal & General
Prudential
Royal London
Scottish Widows
Smart Pension
Standard Life
The People’s Pension

Best Income Drawdown Provider

AJ Bell Investcentre
Aviva
Canada Life
Fidelity
Legal & General
LV=
Prudential
Quilter
Royal London
Standard Life

Best Equity Release Provider

Aviva
Canada Life
Just
Legal & General Home Finance
LiveMore Capital
LV=
more2life
Pure Retirement
Scottish Widows
Standard Life Home Finance

Best Annuity Provider

Aviva
Canada Life
Just
Legal & General
LV=
Royal London
Scottish Widows
Standard Life

Retirement Adviser of the Year

Britannic Place Financial Management Limited
Cheltenham IFA
Forrester Boyd
Fyfe Financial Ltd
Kellands (Hale) Limited
Kingsfleet
Lucent Financial Planning
Strategic Solutions Chartered Financial Planners
Strategic Wealth Partners
Velocity Financial Planning

Best Stocks & Shares ISA Provider

AJ Bell Investcentre
Aviva
Barclays
Fidelity Adviser Solutions
Foresters Financial
HSBC
Quilter
Santander
True Potential
Wesleyan

Best Investment Fund Provider

BlackRock
Dimensional
Fundsmith
HSBC
Legal & General
Quilter Cheviot
Rathbone Asset Management
Royal London
Schroders
Vanguard Asset Management

Best Investment Trust Provider

aberdeen
Baillie Gifford
BlackRock
City of London
Columbia Threadneedle
F&C Investment Trust
Fidelity International
J.P. Morgan Asset Management
Janus Henderson Investors
Schroders

Best Managed Portfolio Service (MPS) Provider

RBC Brewin Dolphin
Brooks Macdonald
LGT Wealth Management
Omnis
Parmenion
Quilter
Schroder Investment Solutions
Tatton Investment Management
Timeline
Waverton

Best Multi-Manager Provider

Barclays
BNY Mellon
Jupiter Asset Management
Liontrust
Pictet Asset Management
Premier Miton Investors
Quilter Investors
Santander Asset Management
Tatton Investment Management
Vanguard Asset Management

Best Discretionary Fund Manager

IBOSS Asset Management
Investec Wealth & Investment
LGT Wealth Management
PortfolioMetrix
Quilter Cheviot
Rathbone Investment Management
RBC Brewin Dolphin
Tatton Investment Management
Timeline
YOU Asset Management

Best Wrap/Platform

7IM
Aviva
Fidelity Adviser Solutions
Fundment
Nucleus
Parmenion
Quilter
Transact
True Potential
Wealthtime

Best Structured Products Provider

Arcus
Hilbert Investment Solutions
hop investing
IDAD
Mariana Capital
MB Structured Investments
Meteor Asset Management
Walker Crips Structured Investments

Best Structured Products Counterparty Provider

Barclays
BNP Paribas
Citi
Crédit Agricole CIB
Goldman Sachs
HSBC
Morgan Stanley
Royal Bank of Canada
Santander
Societe Generale

Best ESG Provider

Aviva
CCLA Investment Management
Castlefield
EQ Investors
Impax Asset Management
Montanaro Asset Management
Nucleus
Parmenion
Schroder Investment Solutions
TAM Asset Management

Best Ethical Investment Provider

Aegon Asset Management
Columbia Threadneedle
EdenTree Investment Management
Fundsmith
King & Shaxson Ethical
Liontrust
Quilter Cheviot
Rathbones Asset Management
Royal London Asset Management
Tavistock Asset Management

Best Ethical Discretionary Fund Manager

EQ Investors
Evelyn Partners
King & Shaxson Ethical
LGT Wealth Management
Quilter Cheviot
Rathbone Greenbank Investments
TAM Asset Management
Tatton Investment Management
Tavistock Asset Management
True Potential

Best Junior ISA Provider

AJ Bell Investcentre
Fidelity Adviser Solutions
Foresters Financial
Hargreaves Lansdown
Moneybox
OneFamily
Quilter
Scottish Friendly
Shepherds Friendly
Wealthify

Investment Adviser of the Year

bdhSterling
Beesure
David Booler & Co (Boolers)
Fidelius
Greystone Financial Services
Kellands (Hale) Limited
Lazenby's Financial Services
Lyndhurst Financial Management
Strategic Solutions Chartered Financial Planners
Wingate Financial Planning

Best Tax and Estate Planning Solutions Provider

Canada Life
Downing
Foresight Group
Investec Wealth & Investment
Octopus Investments
Puma Investments
Rathbones
TIME Investments
TrinityBridge
Triple Point
Utmost Wealth Solutions

Best Investment Bond Provider

Aviva
Canada Life
HSBC
LV=
Prudential
Quilter
Standard Life
Utmost Wealth Solutions

Best Venture Capital Trust Provider

Albion Capital
Baronsmead
Blackfinch
Foresight Group
Mercia Asset Management
Octopus Investments
Pembroke
Puma Investments
Triple Point
Unicorn Asset Management

Tax and Estate Planner of the Year

Britannic Place Financial Management Limited
Depledge Strategic Wealth Management Ltd
Fidelius
First Wealth
IPS Capital
Kellands (Hale) Limited
Kingsfleet
Mercer & Hole
Planit Future Financial Limited
Rowley Turton (IFA) Ltd.

Paraplanner of the Year

Kimberley Malin (Cooper Parry Wealth)
Rachael Martin (Strategic Solutions Chartered Financial Planners)
Steven McBurnie (Wright, Johnston & Mackenzie LLP)
Raj Murali Mohan (The Orchard Practice)
Sarah Rowson (Depledge Strategic Wealth Management)
Jawaad Tanwir (ParaplanX)
Lauren Turner (TFP Financial Planning)
Andy Turner (Kellands)

Best Term Assurance Provider

Aviva
Guardian
HSBC
Legal & General
LV=
Royal London
Scottish Widows
VitalityLife
Zurich

Best Income Protection Provider

Aviva
British Friendly
Cirencester Friendly
Holloway Friendly
Legal & General
LV=
Royal London
Shepherds Friendly
The Exeter
Vitality

Best Critical Illness Provider

Aviva
Guardian
HSBC
Legal & General
LV=
NFU Mutual
Royal London
Scottish Widows
VitalityLife
Zurich

Best Group Protection Provider

AIG Life
Aviva UK Health
Canada Life
Legal & General
Lutine Assurance
MetLife UK
Unum
VitalityLife
Yulife
Zurich

Best Business Protection Provider

AIG Life
Aviva
AXA
Legal & General
Lutine Assurance
LV=
Royal London
Scottish Widows
VitalityLife
Zurich

Protection Adviser of the Year

Depledge Strategic Wealth Management Ltd
Future Proof Limited
LifeSearch
Markland Hill Wealth
NEST Mortgage and Financial Solutions Ltd.
Protection UK Ltd
The Orchard Practice
Vita
Watts Mortgage & Wealth Management
Weystone Financial

Best Private Medical Insurance Provider

Aviva UK Health
AXA Health
Bupa
Freedom Health
General & Medical
National Friendly
Saga
The Exeter
VitalityHealth
WPA

Best Health Cash Plan Provider

Aviva
Benenden Health
Bupa
Freedom Health
Health Shield
Medicash
MetLife UK
Simplyhealth
WPA

Best Investment Service

Investec Wealth & Investment
Octopus Investments
Parmenion
Quilter
Rathbones Asset Management
Royal London Asset Management
Tatton Investment Management
TIME Investments
True Potential

Best Protection Service

Aviva
Cirencester Friendly
Guardian
Legal & General
LV=
MetLife UK
Royal London
Shepherds Friendly
The Exeter
VitalityLife

Best Claims Support

Aviva
Freedom Health
Guardian
Holloway Friendly
MetLife UK
Royal London
Shepherds Friendly
The Exeter
VitalityLife
Zurich

Best Healthcare Service

Aviva UK Health
AXA Health
Benenden Health
Bupa
Health Shield
National Friendly
Simplyhealth
VitalityHealth
Westfield Health
WPA

Best Pension Service

Aviva
Dentons
InvestAcc
IPM SIPP Administration
Quilter
Royal London
Scottish Widows
Standard Life
Whitehall Group
XPS Self Invested Pensions

Best Equity Release Service

Aviva
Canada Life
Just
Legal & General Home Finance
LV=
more2life
OneFamily
Pure Retirement
Scottish Widows
Standard Life Home Finance

Best Structured Products Service

Arcus
Hilbert Investment Solutions
hop investing
IDAD
Mariana Capital
MB Structured Investments
Meteor Asset Management
Walker Crips Structured Investments

Structured Products Adviser of the Year

Aberdein Considine
Anomaly Consultants
David Williams IFA
First wealth
Lowes Financial Management
Partners Wealth Management
Plurimi Wealth
Wren Sterling

Best Online Service

Aegon
Aviva
Fidelity
Fundment
Legal & General
Parmenion
Quilter
Royal London
Transact
True Potential

Service Beyond the Call of Duty

FundCalibre
Hilbert Investment Solutions
InvestAcc
IPM SIPP Administration
LV=
Royal London
Shepherds Friendly
TIME Investments
True Potential
WBR Group

Best Use of Technology in the Investment Life & Pensions Sector

Air
Dynamic Planner
Intellica
Intelliflo
Multiply
Quilter Cheviot
Retirement Capital
Seccl
The Exeter
Timeline
True Potential
Zedra

Innovation Award

Bondsmith (Deposit Sweep)
Compare Wealth Managers (Comparison platform)
Finscape (MPS Scope)
Hilbert Investment Solutions (Protect 90)
HUB Financial Solutions (Destination Retirement)
more2life (Apex Interest Reward)
more2life (Flexi Interest Reward)
Origo (Unipass Transfer Tracking)
Zedra (ESOG dashboard)
Zurich (Accelerate)

©2025 Moneyfacts Group plc. All Rights Reserved. Use of this Website constitutes acceptance of the Company’s General Terms of Use & Privacy Policy. Moneyfacts Group plc is registered in England and Wales, company no. 4063110. Registered office: Moneyfacts House, 66-70 Thorpe Road, Norwich, NR1 1BJ. Moneyfacts, MONEY £ ACTS and INTEREST are Registered Trademarks.

©2025 Moneyfacts Group plc. All Rights Reserved. Use of this Website constitutes acceptance of the Company’s General Terms of Use & Privacy Policy. Moneyfacts Group plc is registered in England and Wales, company no. 4063110. Registered office: Moneyfacts House, 66-70 Thorpe Road, Norwich, NR1 1BJ. Moneyfacts, MONEY £ ACTS and INTEREST are Registered Trademarks.