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The Investment Life & Pensions Moneyfacts Awards 2020
8 September 2020

For a review of the 2019 ceremony and winners, please click here


About the 2020 Awards

We have decided, due to the current exceptional circumstances that we will not proceed with this year’s live ceremony held at the London Hilton on Park Lane. We are pleased to say that WE WILL be announcing the Investment Life & Pensions Moneyfacts Award Winners on Tuesday 8 September.

Here’s how the winners will be revealed:

Throughout the day on Tuesday 8 September, we will announce the Winners, Highly Commended and Commended on Twitter and LinkedIn. We will also be posting a special, limited edition, Investment Life & Pensions Moneyfacts Awards brochure to all Investment Life & Pensions Moneyfacts Magazine subscribers and award winners. Email events@moneyfacts.co.uk if you wish to be sent the schedule and links.

Shortlists now announced!

You can see the full list of categories and finalists here. The shortlists Include our adviser categories:

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

Questions

For any questions not addressed here, please contact the events team on events@moneyfacts.co.uk.

Judging Process

Providers

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 3 February 2020 and 17 April 2020, 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 wish, rather than having to select from a predetermined shortlist. These results are then given over to the analytical expertise of our research team, who will thoroughly examine the pricing and features of each provider's product during the preceding 12-month period to come to the final decisions.

Advisers

Throughout spring 2020, 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, level of expertise and how they deliver their advice proposition. They are also asked to support this 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 May. Shortlisted advisers will then be able to invite testimonials (submitted via an online form) until June 2020. An internal judging panel assesses these to decide upon the final positions of the finalists.

Winners

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

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