The Investment Life & Pensions Moneyfacts Awards 2017
21 September 2017, Royal Lancaster Hotel, London

For a review of the 2016 ceremony and winners, please click here

About the 2017 Awards

The Investment Life & Pensions Moneyfacts Awards will be presented in September 2017. Rigorous product monitoring is carried out throughout the preceding year and the adviser community is also consulted for their feedback.

Adviser voting now closed

The shortlists will be available in June, email to be sent the full lists when available.

Adviser Awards entries now closed

Entries received in the following categories are now being collated and considered.

  • Tax and Estate Planner of the Year – Sponsored by Canada Life
  • Retirement Adviser of the Year
  • Protection Adviser of the Year
  • Investment Adviser of the Year – Sponsored by Octopus Investments
  • Equity Release Adviser of the Year

Those who have entered will be informed whether they have been successful in being shortlisted and the shortlists will be released in June.

Booking information

The ceremony will take place at a gala dinner on 21 September 2017 at the Royal Lancaster Hotel, London. You can book your table online now and pay in July 2017! Table booking and invoicing options can be found online here


For any other questions relating to the awards, including sponsorship opportunities please contact Anne Joyce on, or click through to our FAQ questions document below to find out more.

See below for our frequently asked questions document.
Moneyfacts awards 2017 FAQ

Judging Process


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 voting process that takes place between 6 March 2017 and 19 May 2017, 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 desire, rather than having to select from a pre-determined shortlist. These results are then given over to the analytical expertise of our research team, who will thoroughly examine each provider's product pricing and features during the preceding 12-month period to come to the final decisions.


Throughout spring 2017, entries for the adviser categories will be invited from the adviser community. We will also consult our provider contacts for their thoughts on advisers that should be considered. Advisers who wish to be considered will have to complete a questionnaire providing details of their organisation, their level of expertise and how they deliver their advice proposition. They are also asked to support their 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 June. Shortlisted advisers will then be able to invite testimonials (submitted via an online form) until late July 2017. An internal judging panel assesses these to decide upon the final positions of the finalists.


To view the winners of previous Investment Life & Pensions Moneyfacts Awards, please click on the links below

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