Brand Logo Moneyfacts Group plc
Telephone Icon T: 01603 476476 Email Icon E: enquiries@moneyfacts.co.uk LinkedIn Icon

ILP Award Winners 2023

Full Product Directory

2023 Investment Life & Pensions Moneyfacts Awards

2023 Investment Life & Pensions Moneyfacts Awards

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
To find out more about these awards please get in touch with our friendly events team:

A review of the 2023 awards

A review of the 2023 awards

The winners of the 2023 Investment Life & Pensions Moneyfacts Awards were announced 20 September 2023 in an exciting ceremony at the Royal Lancaster London.
On this page you'll be able to explore the event, looking at pictures from the ceremony and viewing the winners, highly commended and commended brands for each award.

Lee Tillcock, Editor of Investment Life & Pensions Moneyfacts, said:

“The last year has seen the economy further tested by escalating cost of living pressures as well as the ongoing Ukrainian crisis, creating more pressures on consumers, advisers and providers. Against this backdrop, the finalists and eventual winners at this year’s awards should be rightly proud of their achievements and have offered a range of products and services that have best supported the sector, at a time when its success and growth remain so crucial.

“We were hugely impressed with the level of commitment shown and the upbeat comments given by service providers and brokers. There is little doubt that the levels of choice and willingness to find real financial solutions continue to improve and see huge demand as we work through a period when cost of living increases cause challenges for all.”

The winners of the 2023 Investment Life & Pensions Moneyfacts Awards were announced 20 September 2023 in an exciting ceremony at the Royal Lancaster London.
On this page you'll be able to explore the event, looking at pictures from the ceremony and viewing the winners, highly commended and commended brands for each award.

Lee Tillcock, Editor of Investment Life & Pensions Moneyfacts, said:

“The last year has seen the economy further tested by escalating cost of living pressures as well as the ongoing Ukrainian crisis, creating more pressures on consumers, advisers and providers. Against this backdrop, the finalists and eventual winners at this year’s awards should be rightly proud of their achievements and have offered a range of products and services that have best supported the sector, at a time when its success and growth remain so crucial.

“We were hugely impressed with the level of commitment shown and the upbeat comments given by service providers and brokers. There is little doubt that the levels of choice and willingness to find real financial solutions continue to improve and see huge demand as we work through a period when cost of living increases cause challenges for all.”

View the highlights video from the 2023 event

View the highlights video from the 2023 event

And the winners were...

And the winners were...

Best Personal Pension Provider

Winner Scottish Widows
Highly Commended: Aegon Commended: Standard Life

Best SIPP Provider

Winner InvestAcc
Highly Commended: XPS Commended: @sipp

Best SSAS Provider

Winner WBR Group
Highly Commended: XPS Commended: Whitehall Group

Best Group Pension Provider

Winner Aegon
Highly Commended: Scottish Widows Commended: Standard Life

Best Income Drawdown Provider

Winner Standard Life
Highly Commended: AJ Bell Investcentre Commended: Aviva

Best Equity Release Provider

Winner more2life
Highly Commended: Legal & General Home Finance Commended: Pure Retirement

Best Annuity Provider

Winner Canada Life
Highly Commended: Legal & General Commended: Scottish Widows

Equity Release Adviser of the Year

Winner Key
Highly Commended: Access Equity Release Commended: Viva Retirement Solutions

Retirement Adviser of the Year

Winner Kellands (Hale) Limited
Highly Commended: Wren Sterling Commended: Britannic Place Financial Management Limited

Best Stocks & Shares ISA Provider

Winner Aviva
Highly Commended: HSBC Commended: Santander

Best Investment Fund Provider

Winner Liontrust
Highly Commended: Fundsmith Commended: Rathbone Unit Trust Management

Best Investment Trust Provider

Winner BlackRock
Highly Commended: abrdn Commended: Fidelity International

Best Multi-Manager Provider

Winner Quilter Investors
Highly Commended: Liontrust Commended: Santander Asset Management

Best Discretionary Fund Manager

Winner Investec Wealth & Investment
Highly Commended: Tatton Investment Management Commended: Rathbone Investment Management

Best Wrap/Platform

Winner Parmenion
Highly Commended: Nucleus Commended: Quilter

Best Structured Products Provider

Winner Walker Crips Structured Investments
Highly Commended: MB Structured Investments Commended: Tempo Structured Products

Best Ethical Investment Provider

Winner EdenTree Investment Management
Highly Commended: Rathbone Unit Trust Management Commended: Tavistock Asset Management

Best Ethical Discretionary Fund Manager

Winner Tatton Investment Management
Highly Commended: King & Shaxson Ethical Commended: TAM Asset Management

Best Junior ISA Provider

Winner Scottish Friendly
Highly Commended: Wealthify Commended: Fidelity Adviser Solutions

Investment Adviser of the Year

Winner Lowes Financial Management
Highly Commended: Depledge Strategic Wealth Management Ltd Commended: Strategic Solutions Chartered Financial Planners

Best Tax and Estate Planning Solutions Provider

Winner Octopus Investments
Highly Commended: TIME Investments Commended: Triple Point

Best Investment Bond Provider

Winner Canada Life
Highly Commended: HSBC Commended: Prudential

Best Venture Capital Trust Provider

Winner Octopus Investments
Highly Commended: Puma Investments Commended: Baronsmead

Tax and Estate Planner of the Year

Winner Mercer & Hole
Highly Commended: Depledge Strategic Wealth Management Ltd Commended: Kellands (Hale) Limited

Best Term Assurance Provider

Winner Legal & General
Highly Commended: Royal London Commended: Aviva

Best Income Protection Provider

Winner LV=
Highly Commended: Legal & General Commended: The Exeter

Best Critical Illness Provider

Winner Scottish Widows
Highly Commended: AIG Life Commended: Aviva

Best Group Protection Provider

Winner Canada Life
Highly Commended: Yulife Commended: Legal & General

Best Business Protection Provider

Winner Legal & General
Highly Commended: LV= Commended: Royal London

Protection Adviser of the Year

Winner Vita
Highly Commended: LifeSearch Commended: Watts Mortgage & Wealth Management

Best Private Medical Insurance Provider

Winner VitalityHealth
Highly Commended: Bupa Commended: Benenden Health

Best Health Cash Plan Provider

Winner Benenden Health
Highly Commended: Health Shield Commended: Aviva

Best Investment Service

Winner Tatton Investment Management
Highly Commended: Tavistock Asset Management Commended: TIME Investments

Best Protection Service

Winner Cirencester Friendly
Highly Commended: Aviva Commended: Shepherds Friendly

Best Claims Support

Winner Shepherds Friendly
Highly Commended: Royal London Commended: Zurich

Best Healthcare Service

Winner Benenden Health
Highly Commended: VitalityHealth Commended: AXA Health

Best Pension Service

Winner InvestAcc
Highly Commended: Royal London Commended: Whitehall Group

Best Equity Release Service

Winner Pure Retirement
Highly Commended: Legal & General Home Finance Commended: more2life

Best Structured Products Service

Winner Tempo Structured Products
Highly Commended: Hilbert Investment Solutions Commended: Meteor Asset Management

Best Online Service

Winner True Potential
Highly Commended: Quilter Commended: Aegon

Service Beyond the Call of Duty

Winner TIME Investments
Highly Commended: Whitehall Group Commended: InvestAcc

Best Use of Technology in the Investment Life & Pensions Sector

Winner Santander Asset Management
Highly Commended: True Potential Commended: Dynamic Planner

Innovation Award

Winner MetLife UK (GP24)
Highly Commended: Pure Retirement (MyPure) Commended: Smart Pension (Sustainable investment strategies)