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Investment Life & Pensions Moneyfacts Awards - Methodology

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Categories and Methodology

Categories and Methodology

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PROVIDER CATEGORIES

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 testimonial process that takes place between 2 February 2026 and 3 April 2026, whereby advisers are offered the chance to submit testimonials for their preferred providers, with online submissions in each
relevant category 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 then thoroughly examine the pricing and features of each provider’s product during the preceding 12-month period to come to the final decisions.

Icon showing a graph - green

PROVIDER CATEGORIES

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 testimonial process that takes place between 2 February 2026 and 3 April 2026, whereby advisers are offered the chance to submit testimonials for their preferred providers, with online submissions in each
relevant category 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 then thoroughly examine the pricing and features of each provider’s product during the preceding 12-month period to come to the final decisions.

Broker Category Award Icon

ADVISER CATEGORIES

Throughout spring, entries are invited from advisers. We also consult our provider contacts for their thoughts on who should be considered. Advisers complete a questionnaire providing details of their organisation, their level of expertise and how they deliver their advice proposition and are asked to support this with evidence of their ability to deliver award-winning service. Based on submission quality, a shortlist is drawn up and announced in May. Shortlisted advisers can then invite testimonials (submitted via an online form) until late June 2026. An internal judging panel assesses these to decide upon the final positions.

Broker Category Award Icon

ADVISER CATEGORIES

Throughout spring, entries are invited from advisers. We also consult our provider contacts for their thoughts on who should be considered. Advisers complete a questionnaire providing details of their organisation, their level of expertise and how they deliver their advice proposition and are asked to support this with evidence of their ability to deliver award-winning service. Based on submission quality, a shortlist is drawn up and announced in May. Shortlisted advisers can then invite testimonials (submitted via an online form) until late June 2026. An internal judging panel assesses these to decide upon the final positions.

Icon showing a graph - green

PROVIDER CATEGORIES

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 testimonial process that takes place between 2 February 2026 and 3 April 2026, whereby advisers are offered the chance to submit testimonials for their preferred providers, with online submissions in each
relevant category 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 then thoroughly examine the pricing and features of each provider’s product during the preceding 12-month period to come to the final decisions.

Icon showing a graph - green

PROVIDER CATEGORIES

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 testimonial process that takes place between 2 February 2026 and 3 April 2026, whereby advisers are offered the chance to submit testimonials for their preferred providers, with online submissions in each
relevant category 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 then thoroughly examine the pricing and features of each provider’s product during the preceding 12-month period to come to the final decisions.

Broker Category Award Icon

ADVISER CATEGORIES

Throughout spring, entries are invited from advisers. We also consult our provider contacts for their thoughts on who should be considered. Advisers complete a questionnaire providing details of their organisation, their level of expertise and how they deliver their advice proposition and are asked to support this with evidence of their ability to deliver award-winning service. Based on submission quality, a shortlist is drawn up and announced in May. Shortlisted advisers can then invite testimonials (submitted via an online form) until late June 2026. An internal judging panel assesses these to decide upon the final positions.

Broker Category Award Icon

ADVISER CATEGORIES

Throughout spring, entries are invited from advisers. We also consult our provider contacts for their thoughts on who should be considered. Advisers complete a questionnaire providing details of their organisation, their level of expertise and how they deliver their advice proposition and are asked to support this with evidence of their ability to deliver award-winning service. Based on submission quality, a shortlist is drawn up and announced in May. Shortlisted advisers can then invite testimonials (submitted via an online form) until late June 2026. An internal judging panel assesses these to decide upon the final positions.

Icon showing a graph - green

PROVIDER CATEGORIES

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 testimonial process that takes place between 2 February 2026 and 3 April 2026, whereby advisers are offered the chance to submit testimonials for their preferred providers, with online submissions in each
relevant category 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 then thoroughly examine the pricing and features of each provider’s product during the preceding 12-month period to come to the final decisions.

Icon showing a graph - green

PROVIDER CATEGORIES

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 testimonial process that takes place between 2 February 2026 and 3 April 2026, whereby advisers are offered the chance to submit testimonials for their preferred providers, with online submissions in each
relevant category 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 then thoroughly examine the pricing and features of each provider’s product during the preceding 12-month period to come to the final decisions.

Broker Category Award Icon

ADVISER CATEGORIES

Throughout spring, entries are invited from advisers. We also consult our provider contacts for their thoughts on who should be considered. Advisers complete a questionnaire providing details of their organisation, their level of expertise and how they deliver their advice proposition and are asked to support this with evidence of their ability to deliver award-winning service. Based on submission quality, a shortlist is drawn up and announced in May. Shortlisted advisers can then invite testimonials (submitted via an online form) until late June 2026. An internal judging panel assesses these to decide upon the final positions.

Broker Category Award Icon

ADVISER CATEGORIES

Throughout spring, entries are invited from advisers. We also consult our provider contacts for their thoughts on who should be considered. Advisers complete a questionnaire providing details of their organisation, their level of expertise and how they deliver their advice proposition and are asked to support this with evidence of their ability to deliver award-winning service. Based on submission quality, a shortlist is drawn up and announced in May. Shortlisted advisers can then invite testimonials (submitted via an online form) until late June 2026. An internal judging panel assesses these to decide upon the final positions.

  Provider Categories Adviser Categories
Best Personal Pension Provider Green tick icon  
Best SIPP Provider Green tick icon  
Best SSAS Provider Green tick icon  
Best Group Pension Provider Green tick icon  
Best Income Drawdown Provider Green tick icon  
Best Equity Release Provider Green tick icon  
Equity Release Adviser of the Year   Orange Tick
Best Annuity Provider Green tick icon  
Retirement Adviser of the Year   Orange Tick
Best Stocks & Shares ISA Provider Green tick icon  
Best Managed Portfolio Service (MPS) Provider Green tick icon  
Best Multi-Manager Provider Green tick icon  
Best Discretionary Fund Manager Green tick icon  
Best Wrap/Platform Green tick icon  
Best Structured Products Provider Green tick icon  
Best Structured Products Counterparty Provider Green tick icon  
Best ESG Provider Green tick icon  
Best Ethical Investment Provider Green tick icon  
Best Ethical Discretionary Fund Manager Green tick icon  
Best Junior ISA Provider Green tick icon  
Investment Adviser of the Year   Orange Tick
Best Tax and Estate Planning Solutions Provider Green tick icon  
Best Investment Bond Provider Green tick icon  
Best Venture Capital Trust Provider Green tick icon  
Tax and Estate Planner of the Year   Orange Tick
Paraplanner of the Year   Orange Tick
Best Income Protection Provider Green tick icon  
Best Critical Illness Provider Green tick icon  
Best Group Protection Provider Green tick icon  
Protection Adviser of the Year   Orange Tick
Best Private Medical Insurance Provider Green tick icon  
Best Investment Service Green tick icon  
Best Protection Service Green tick icon  
Best Claims Support Green tick icon  
Best Healthcare Service Green tick icon  
Best Pension Service Green tick icon  
Best Equity Release Service Green tick icon  
Best Structured Products Service Green tick icon  
Structured Products Adviser of the Year   Orange Tick
Best Online Service Green tick icon  
Service Beyond the Call of Duty Green tick icon  
Best Use of Technology in the Investment Life & Pensions Sector Green tick icon  
Innovation Award Green tick icon  
  Provider Categories Adviser Categories
Best Personal Pension Provider Green tick icon  
Best SIPP Provider Green tick icon  
Best SSAS Provider Green tick icon  
Best Group Pension Provider Green tick icon  
Best Income Drawdown Provider Green tick icon  
Best Equity Release Provider Green tick icon  
Equity Release Adviser of the Year   Orange Tick
Best Annuity Provider Green tick icon  
Retirement Adviser of the Year   Orange Tick
Best Stocks & Shares ISA Provider Green tick icon  
Best Managed Portfolio Service (MPS) Provider Green tick icon  
Best Multi-Manager Provider Green tick icon  
Best Discretionary Fund Manager Green tick icon  
Best Wrap/Platform Green tick icon  
Best Structured Products Provider Green tick icon  
Best Structured Products Counterparty Provider Green tick icon  
Best ESG Provider Green tick icon  
Best Ethical Investment Provider Green tick icon  
Best Ethical Discretionary Fund Manager Green tick icon  
Best Junior ISA Provider Green tick icon  
Investment Adviser of the Year   Orange Tick
Best Tax and Estate Planning Solutions Provider Green tick icon  
Best Investment Bond Provider Green tick icon  
Best Venture Capital Trust Provider Green tick icon  
Tax and Estate Planner of the Year   Orange Tick
Paraplanner of the Year   Orange Tick
Best Income Protection Provider Green tick icon  
Best Critical Illness Provider Green tick icon  
Best Group Protection Provider Green tick icon  
Protection Adviser of the Year   Orange Tick
Best Private Medical Insurance Provider Green tick icon  
Best Investment Service Green tick icon  
Best Protection Service Green tick icon  
Best Claims Support Green tick icon  
Best Healthcare Service Green tick icon  
Best Pension Service Green tick icon  
Best Equity Release Service Green tick icon  
Best Structured Products Service Green tick icon  
Structured Products Adviser of the Year   Orange Tick
Best Online Service Green tick icon  
Service Beyond the Call of Duty Green tick icon  
Best Use of Technology in the Investment Life & Pensions Sector Green tick icon  
Innovation Award Green tick icon