ILP Awards 2024 Shortlist

Royal Lancaster London, Wednesday 18 September 2024

Royal Lancaster London, Wednesday 18 September 2024

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The shortlists for the 2024 Investment Life & Pensions Moneyfacts Awards are...

The shortlists for the 2024 Investment Life & Pensions Moneyfacts Awards are...

Best Personal Pension Provider

Aegon
Aviva
Embark Pensions
Legal & General
LV=
Prudential
Quilter
Royal London
Scottish Widows
Standard Life

Best SIPP Provider

@sipp
AJ Bell Investcentre
Aviva
Curtis Banks
DP Pensions
InvestAcc
IPM SIPP Administration
Killik & Co
LV=
XPS

Best SSAS Provider

Barnett Waddingham
D A Phillips & Co Ltd
Dentons
Intrusted Pension Services Ltd
InvestAcc
Mattioli Woods
SSAS Practitioner
WBR Group
Whitehall Group
XPS

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
Legal & General
LV=
Parmenion
Prudential
Quilter
Royal London
Standard Life

Best Equity Release Provider

Aviva
Canada Life
Just
Legal & General Home Finance
LiveMore
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

Equity Release Adviser of the Year

55Plus
Access Equity Release
Age Partnership
Bower
Equity Release Supermarket
Key
Laterliving now!
Personal Retirement Planning Ltd
The Orchard Practice
Viva Retirement Solutions

Retirement Adviser of the Year

Britannic Place Financial Management Limited
David Booler & Co (Boolers)
Depledge Strategic Wealth Management Ltd
Kellands (Hale) Limited
Kingsfleet
Lucent Financial Planning
Strategic Solutions Chartered Financial Planners
Strategic Wealth Partners
Velocity Financial Planning
Wren Sterling

Best Stocks & Shares ISA Provider

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

Best Investment Fund Provider

Dimensional
Fidelity Adviser Solutions
Fundsmith
HSBC
Legal & General
Liontrust
Rathbone Unit Trust Management
Royal London
Schroders
Vanguard Asset Management

Best Investment Trust Provider

abrdn
Baillie Gifford
BlackRock
Columbia Threadneedle
Fidelity International
J.P. Morgan Asset Management
Janus Henderson Investors
Prudential
Schroders

Best Multi-Manager Provider

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

Best Discretionary Fund Manager

EQ Investors
IBOSS Asset Management
Investec Wealth & Investment
LGT Wealth Management
Parmenion
PortfolioMetrix
Quilter Cheviot
Rathbone Investment Management
RBC Brewin Dolphin
Tatton Investment Management

Best Wrap/Platform

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

Best Structured Products Provider

Arcus
Goldman Sachs
Hilbert Investment Solutions
IDAD
Mariana Capital
MB Structured Investments
Meteor Asset Management
Santander
Tempo Structured Products
Walker Crips Structured Investments

Best Ethical Investment Provider

Aegon Asset Management
Baillie Gifford
Columbia Threadneedle
EdenTree Investment Management
Fundsmith
King & Shaxson Ethical
Liontrust
Rathbone Unit Trust 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

David Booler & Co (Boolers)
Depledge Strategic Wealth Management Ltd
Greystone Financial Services
Hitchell Financial
Kellands (Hale) Limited
Kingsfleet
Lowes Financial Management
Lyndhurst Financial Management
Montgomery Charles Wealth Management Ltd
Strategic Solutions Chartered Financial Planners

Best Tax and Estate Planning Solutions Provider

Canada Life
Close Brothers Asset Management
Downing
Foresight Group
Investec Wealth & Investment
Octopus Investments
Puma Investments
RBC Brewin Dolphin
TIME Investments
Triple Point
Utmost Wealth Solutions

Best Investment Bond Provider

Aviva
Canada Life
HSBC
LV=
Prudential
Quilter
Standard Life
Transact
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
Kellands (Hale) Limited
Kingsfleet
Mercer & Hole
Montgomery Charles Wealth Management Ltd
Planit Future Financial Limited
Rowley Turton (IFA) Ltd.

Best Term Assurance Provider

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

Best Income Protection Provider

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

Best Critical Illness Provider

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

Protection Adviser of the Year

Depledge Strategic Wealth Management Ltd
LifeSearch
Proactive Medical & Life Ltd
The Orchard Practice
Vita
Watts Mortgage & Wealth Management
Weystone Financial
WIS Business Protection

Best Private Medical Insurance Provider

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

Best Health Cash Plan Provider

Aviva
Benenden Health
BHSF
Bupa
Health Shield
Medicash
MetLife UK
Simplyhealth
Westfield Health
WPA

Best Investment Service

Investec Wealth & Investment
Octopus Investments
Parmenion
Quilter
Rathbone Unit Trust Management
Santander Asset Management
Tatton Investment Management
Tavistock Asset Management
TIME Investments
True Potential

Best Protection Service

AIG Life
Aviva
Cirencester Friendly
Guardian
Legal & General
LV=
Royal London
Scottish Friendly
Shepherds Friendly
VitalityLife

Best Claims Support

Aviva
Guardian
Holloway Friendly
Legal & General
LV=
MetLife UK
Royal London
Shepherds Friendly
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

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
Dura Capital
Goldman Sachs
Hilbert Investment Solutions
IDAD
Mariana Capital
MB Structured Investments
Meteor Asset Management
Tempo Structured Products
Walker Crips Structured Investments

Best Online Service

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

Service Beyond the Call of Duty

FundCalibre
InvestAcc
IPM SIPP Administration
LV=
Royal London
Shepherds Friendly
Tempo Structured Products
TIME Investments
True Potential
Whitehall Group

Best Use of Technology in the Investment Life & Pensions Sector

Air
Aviva
Dynamic Planner
Fundment
LifeSearch
M&G Wealth
Penny
Procentia
Santander
Seccl
SRI Services
True Potential

Innovation Award

Aviva Wealth (Find and Combine pension tracing)
AXA Health (AXA Health Plan)
Dalriada Trustees (Dalriada. Together)
Intelliflo (Wealthlink)
InvestEngine (Savings Plans)
Legal & General Home Finance (PTLM)
LiveMore (Matching Engine)
Lloyds Bank (Ready Made Pensions)
MetLife UK (ChildShield)
Santander (Prosperity Fund)
Shepherds Friendly/Eleos Life (Income Protection)
Standard Life (Horizon Interest Reward)

©2024 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.

©2024 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.