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

Investment Life & Pensions Moneyfacts Award Winners 2024

Full Product Directory

2024 Investment Life & Pensions Moneyfacts Awards

2024 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 2024 awards

A review of the 2024 awards

The winners of the 2024 Investment Life & Pensions Moneyfacts Awards were announced 18 September 2024 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:

“During the previous 12 months the economy has welcomed the easing of cost of living pressures as well as falling inflation. While a change of Government and the upcoming Autumn Budget create a level of uncertainty, 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 move into 2025.”

The winners of the 2024 Investment Life & Pensions Moneyfacts Awards were announced 18 September 2024 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:

“During the previous 12 months the economy has welcomed the easing of cost of living pressures as well as falling inflation. While a change of Government and the upcoming Autumn Budget create a level of uncertainty, 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 move into 2025.”

View the highlights video for the 2024 Investment Life & Pensions Moneyfacts Awards

View the highlights video for the 2024 Investment Life & Pensions Moneyfacts Awards

And the winners were...

And the winners were...

Best Personal Pension Provider

Winner Scottish Widows
Highly Commended: Standard Life Commended: Royal London

Best SIPP Provider

Winner InvestAcc
Highly Commended: AJ Bell Investcentre Commended: Curtis Banks

Best SSAS Provider

Winner Whitehall Group
Highly Commended: WBR Group Commended: XPS

Best Group Pension Provider

Winner Aegon
Highly Commended: Standard Life Commended: Royal London

Best Income Drawdown Provider

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

Best Equity Release Provider

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

Best Annuity Provider

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

Equity Release Adviser of the Year

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

Retirement Adviser of the Year

Winner Kellands (Hale) Limited
Highly Commended: Strategic Solutions Chartered Financial Planners Commended: Kingsfleet

Best Stocks & Shares ISA Provider

Winner AJ Bell Investcentre
Highly Commended: Aviva Commended: HSBC

Best Investment Fund Provider

Winner Fundsmith
Highly Commended: Vanguard Asset Management Commended: Rathbone Unit Trust Management

Best Investment Trust Provider

Winner Baillie Gifford
Highly Commended: J.P. Morgan Asset Management Commended: Schroders

Best Multi-Manager Provider

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

Best Discretionary Fund Manager

Winner Rathbone Investment Management
Highly Commended: Tatton Investment Management Commended: IBOSS Asset Management

Best Wrap/Platform

Winner Quilter
Highly Commended: Parmenion Commended: Nucleus

Best Structured Products Provider

Winner Walker Crips Structured Investments
Highly Commended: Meteor Asset Management Commended: MB Structured Investments

Best Ethical Investment Provider

Winner EdenTree Investment Management
Highly Commended: Royal London Asset Management Commended: Fundsmith

Best Ethical Discretionary Fund Manager

Winner Tatton Investment Management
Highly Commended: King & Shaxson Ethical Commended: EQ Investors

Best Junior ISA Provider

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

Investment Adviser of the Year

Winner Lowes Financial Management
Highly Commended: Strategic Solutions Chartered Financial Planners Commended: Lyndhurst Financial Management

Best Tax and Estate Planning Solutions Provider

Winner Downing
Highly Commended: Octopus Investments Commended: TIME Investments

Best Investment Bond Provider

Winner Canada Life
Highly Commended: Prudential Commended: Quilter

Best Venture Capital Trust Provider

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

Tax and Estate Planner of the Year

Winner Mercer & Hole
Highly Commended: Depledge Strategic Wealth Management Ltd Commended: Britannic Place Financial Management Limited

Best Term Assurance Provider

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

Best Income Protection Provider

Winner LV=
Highly Commended: Aviva Commended: Royal London

Best Critical Illness Provider

Winner Scottish Widows
Highly Commended: Aviva Commended: AIG Life

Best Group Protection Provider

Winner Canada Life
Highly Commended: Yulife Commended: Aviva UK Health

Best Business Protection Provider

Winner Legal & General
Highly Commended: Zurich Commended: LV=

Protection Adviser of the Year

Winner Watts Mortgage & Wealth Management
Highly Commended: LifeSearch Commended: Weystone Financial

Best Private Medical Insurance Provider

Winner The Exeter
Highly Commended: WPA Commended: Aviva UK Health

Best Health Cash Plan Provider

Winner Health Shield
Highly Commended: Aviva Commended: Simplyhealth

Best Investment Service

Winner Tatton Investment Management
Highly Commended: TIME Investments Commended: True Potential

Best Protection Service

Winner Cirencester Friendly
Highly Commended: LV= Commended: Aviva

Best Claims Support

Winner MetLife UK
Highly Commended: Royal London Commended: Shepherds Friendly

Best Healthcare Service

Winner Benenden Health
Highly Commended: AXA Health Commended: Bupa

Best Pension Service

Winner InvestAcc
Highly Commended: Scottish Widows Commended: Royal London

Best Equity Release Service

Winner Pure Retirement
Highly Commended: more2life Commended: Standard Life Home Finance

Best Structured Products Service

Winner Hilbert Investment Solutions
Highly Commended: IDAD Commended: Meteor Asset Management

Best Online Service

Winner Quilter
Highly Commended: True Potential Commended: Aegon

Service Beyond the Call of Duty

Winner TIME Investments
Highly Commended: InvestAcc Commended: True Potential

Best Use of Technology in the Investment Life & Pensions Sector

Winner True Potential
Highly Commended: Air Commended: Dynamic Planner

Innovation Award

Winner Aviva Wealth (Find and Combine pension tracing)
Highly Commended: MetLife UK (ChildShield) Commended: Santander (Prosperity Fund)