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ILP Awards 2022 Shortlist

London Hilton on Park Lane, Thursday 15 September 2022

London Hilton on Park Lane, Thursday 15 September 2022

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
Supporter Brands of the Investment Life & Pensions Moneyfacts Awards 2022 Supporter Brands of the Investment Life & Pensions Moneyfacts Awards 2022 Supporter Brands of the Investment Life & Pensions Moneyfacts Awards 2022

The shortlists for the 2022 Investment Life & Pensions Moneyfacts Awards are...

The shortlists for the 2022 Investment Life & Pensions Moneyfacts Awards are...

Best Personal Pension Provider

  • Aegon
  • Aviva
  • Embark Pensions
  • Legal & General
  • LV=
  • Prudential
  • Quilter
  • Royal London
  • Scottish Widows
  • Standard Life

Best SIPP Provider

  • AJ Bell Investcentre
  • Aviva
  • Curtis Banks
  • DP Pensions
  • Fidelity International
  • Hartley Pensions
  • InvestAcc
  • IPM SIPP Administration
  • James Hay Partnership
  • XPS

Best SSAS Provider

  • Barnett Waddingham
  • Curtis Banks
  • Dentons Pension Management Limited
  • InvestAcc
  • Rowanmoor
  • SSAS Practitioner
  • Talbot and Muir
  • Westbridge
  • Whitehall Group
  • XPS

Best Group Pension Provider

  • abrdn
  • Aegon
  • Aviva
  • Legal & General
  • Prudential
  • Royal London
  • Scottish Widows
  • Smart Pension
  • Standard Life
  • The People's Pension

Best Income Drawdown Provider

  • AJ Bell Investcentre
  • Aviva
  • Canada Life
  • InvestAcc
  • LV=
  • Parmenion
  • Prudential
  • Quilter
  • Royal London
  • Standard Life

Best Equity Release Provider

  • Aviva
  • Canada Life
  • Just
  • Legal & General Home Finance
  • LiveMore Capital
  • LV=
  • more2life
  • OneFamily
  • Pure Retirement

Best Annuity Provider

  • Aviva
  • Canada Life
  • Just
  • Legal & General
  • LV=
  • Prudential
  • Royal London
  • Scottish Widows

Equity Release Adviser of the Year

  • Access Equity Release
  • Andy Wilson Financial Services Ltd
  • Bower
  • DWJ Wealth Management Ltd
  • Equity Release Supermarket
  • Laterliving now!
  • Personal Retirement Planning Ltd
  • Responsible Life
  • Sanctuary Financial Planning
  • Viva Retirement Solutions

Retirement Adviser of the Year

  • Britannic Place Financial Management Limited
  • Depledge Strategic Wealth Management Ltd
  • Fortitude Financial Planning
  • Henwood Court Financial Planning Limited
  • Holden & Partners
  • Kellands (Hale) Limited
  • LIFT-Financial
  • Lucent Financial Planning
  • Saltus LLP
  • Wingate Financial Planning

Best Stocks & Shares ISA Provider

  • 7IM
  • AJ Bell Investcentre
  • Aviva
  • Embark Platform
  • Fidelity Adviser Solutions
  • Parmenion
  • Prudential
  • Quilter
  • Santander
  • True Potential

Best Investment Fund Provider

  • Baillie Gifford
  • Dimensional
  • Fidelity Adviser Solutions
  • Fundsmith
  • Jupiter Asset Management
  • Liontrust
  • Premier Miton Investors
  • Rathbone Unit Trust Management
  • Schroders
  • Vanguard Asset Management

Best Investment Trust Provider

  • abrdn
  • Baillie Gifford
  • BlackRock
  • BMO Global Asset Management
  • Fidelity International
  • J.P. Morgan Asset Management
  • Jupiter Asset Management
  • Prudential
  • Quilter
  • Schroders

Best Multi-Manager Provider

  • 7IM
  • BMO Global Asset Management
  • Jupiter Asset Management
  • Liontrust
  • Omnis Investments
  • Pictet Asset Management
  • Premier Miton Investors
  • Quilter Investors
  • Santander Asset Management
  • Titan Wealth

Best Absolute Return Fund Provider

  • 7IM
  • abrdn
  • BlackRock
  • BNY Mellon
  • Columbia Threadneedle
  • Invesco
  • Janus Henderson Investors
  • J.P. Morgan Asset Management
  • Jupiter Asset Management
  • Premier Miton Investors

Best Discretionary Fund Manager

  • Brewin Dolphin
  • Brooks Macdonald
  • Casterbridge Wealth
  • Investec Wealth & Investment
  • LGT Vestra
  • Parmenion
  • Quilter Cheviot
  • Rathbone Investment Management
  • Tatton Investment Management
  • Titan Wealth

Best Wrap/Platform

  • abdrn
  • Aegon
  • Aviva
  • Embark Platform
  • Fidelity Adviser Solutions
  • Parmenion
  • Praemium
  • Quilter
  • Transact
  • True Potential

Best Structured Products Provider

  • Dura Capital
  • Hilbert Investment Solutions
  • IDAD
  • Mariana Capital
  • MB Structured Investments
  • Meteor Asset Management
  • Santander
  • Societe Generale 
  • Tempo Structured Products
  • Walker Crips Structured Investments

Best Ethical Investment Provider

  • Aegon Asset Management
  • Baillie Gifford
  • BMO Global Asset Management
  • EdenTree Investment Management
  • Janus Henderson Investors
  • Jupiter Asset Management
  • Liontrust 
  • Rathbone Unit Trust Management
  • Royal London Asset Management
  • Tavistock Asset Management

Best Ethical Discretionary Fund Manager

  • EQ Investors
  • King & Shaxson Ethical
  • LGT Vestra
  • Parmenion
  • Quilter
  • Rathbone Greenbank Investments
  • TAM Asset Management
  • Tatton Investment Management
  • Tilney
  • True Potential

Best Junior ISA Provider

  • AJ Bell Investcentre
  • Fidelity Adviser Solutions
  • Foresters Financial
  • Hargreaves Lansdown
  • OneFamily
  • Quilter
  • Scottish Friendly
  • Shepherds Friendly
  • VitalityInvest
  • Wealthify

Investment Adviser of the Year

  • Advanta Wealth
  • Aisa Financial Planning
  • David Booler & Co
  • Investment Solutions Wealth Management Limited
  • Kellands (Hale) Limited
  • Kingsfleet Wealth
  • Lowes Financial Management
  • Sanctuary Financial Planning
  • Strategic Solutions Chartered Financial Planners
  • Tilney Smith & Williamson

Best Tax and Estate Planning Solutions Provider

  • Blackfinch
  • Canada Life
  • Foresight Group
  • Investec Wealth & Investment
  • Octopus Investments
  • Prudential
  • Puma Investments
  • TIME Investments
  • Triple Point
  • Utmost Wealth Solutions

Best Investment Bond Provider

  • abrdn
  • Aviva
  • Canada Life
  • HSBC
  • LV=
  • Prudential
  • Quilter
  • Standard Life
  • Utmost Wealth Solutions

Best Venture Capital Trust Provider

  • Albion Capital
  • Amati Global Investors
  • Baronsmead
  • Blackfinch
  • Downing
  • Foresight Group
  • Octopus Investments
  • Puma Investments
  • Triple Point
  • Unicorn Asset Management

Tax and Estate Planner of the Year

  • Broadway Financial Planning
  • Depledge Strategic Wealth Management Ltd
  • Kellands (Hale) Limited
  • Kingsfleet Wealth
  • Matrix Capital
  • Oak Four Limited
  • Rowley Turton (IFA) Ltd.
  • The Orchard Practice
  • UNIQ Family Wealth

Best Term Assurance Provider

  • Aegon
  • AIG Life
  • Aviva
  • Guardian
  • Legal & General
  • LV=
  • Royal London
  • VitalityLife
  • Zurich

Best Income Protection Provider

  • AIG Life
  • Aviva
  • Cirencester Friendly
  • Holloway Friendly
  • Legal & General
  • LV=
  • Royal London
  • Shepherds Friendly
  • The Exeter
  • Zurich

Best Critical Illness Provider

  • Aegon
  • AIG Life
  • Aviva
  • Guardian
  • Legal & General
  • LV=
  • Royal London
  • Unum
  • VitalityLife
  • Zurich

Best Group Protection Provider

  • AIG Life
  • Aviva UK Health
  • Canada Life
  • Legal & General
  • Lutine Assurance
  • MetLife UK
  • Unum
  • VitalityLife
  • Yulife
  • Zurich

Best Business Protection Provider

  • Aegon
  • AIG Life
  • Aviva
  • Legal & General
  • LV=
  • Royal London
  • Scottish Widows
  • VitalityLife
  • Zurich

Protection Adviser of the Year

  • Future Proof Ltd
  • Heath Protection Solutions
  • LifeSearch
  • Protection UK Ltd
  • Risk Assured Ltd
  • The Orchard Practice
  • Watts Mortgage & Wealth Management
  • Weystone Financial
  • WIS Business Protection

Best Private Medical Insurance Provider

  • Aviva UK Health
  • AXA Health
  • Benenden Health
  • Bupa
  • Freedom Health
  • General & Medical
  • National Friendly
  • The Exeter
  • VitalityHealth
  • WPA

Best Health Cash Plan Provider

  • Aviva
  • Benenden Health
  • BHSF
  • Bupa
  • Health Shield
  • Medicash
  • Simplyhealth
  • Westfield Health
  • WPA

Best Investment Service

  • 7IM
  • Investec Wealth & Investment
  • Octopus Investments
  • Parmenion
  • Quilter
  • Rathbone Unit Trust Management
  • Tatton Investment Management
  • Tavistock Asset Management
  • TIME Investments
  • Transact

Best Protection Service

  • Aegon
  • AIG Life
  • Aviva
  • Canada Life
  • Legal & General
  • LV=
  • Royal London
  • Shepherds Friendly
  • VitalityLife
  • Zurich

Best Claims Support

  • Aviva
  • Bupa
  • Holloway Friendly
  • Legal & General
  • LV=
  • Royal London
  • Shepherds Friendly
  • The Exeter
  • VitalityLife
  • Zurich

Best Healthcare Service

  • Aviva UK Health
  • AXA Health
  • Benenden Health
  • Bupa
  • Health Shield
  • National Friendly
  • Simplyhealth
  • VitalityHealth
  • Westfield Health
  • WPA

Best Pension Service

  • Aviva
  • Curtis Banks
  • InvestAcc
  • IPM SIPP Administration
  • Quilter
  • Royal London
  • Scottish Widows
  • Standard Life
  • Whitehall Group
  • XPS

Best Equity Release Service

  • Aviva
  • Canada Life
  • Just
  • Key Later Life Finance
  • Legal & General Home Finance
  • LV=
  • more2life
  • OneFamily
  • Pure Retirement

Best Annuity Service

  • Aviva
  • Canada Life
  • Just
  • Legal & General
  • LV=
  • Prudential
  • Royal London
  • Scottish Widows

Best Structured Products Service

  • Dura Capital
  • Hilbert Investment Solutions
  • IDAD
  • Mariana Capital
  • MB Structured Investments
  • Meteor Asset Management
  • Santander
  • Societe Generale 
  • Tempo Structured Products
  • Walker Crips Structured Investments

Best Online Service

  • Aegon
  • AIG Life
  • Aviva
  • Embark Platform
  • Investec Wealth & Investment
  • Legal & General
  • Parmenion
  • Quilter
  • Transact
  • True Potential

Service Beyond the Call of Duty

  • 7IM
  • InvestAcc
  • Investec Wealth & Investment
  • LV=
  • Octopus Investments
  • Tavistock Asset Management
  • Tempo Structured Products
  • Transact
  • True Potential
  • Whitehall Group

Best Use of Technology in the Investment Life & Pensions Sector

  • Dynamic Planner
  • HapNav
  • Moneyhub
  • PensionBee
  • Seccl
  • SEI
  • Time4Advice
  • True Potential

Innovation Award

  • Equity Release Supermarket (smartER)
  • Gretel (Dormant account finder)
  • iPensions Group (iSIPP)
  • Just Group (personalised interest rate/LTV options)
  • LiveMore Capital (Ongoing Care Fee)
  • LMG Logistics (Lifetime Mortgage Gateway)
  • MetLife UK (EverydayProtect)
  • Pure Retirement (Emerald range)
  • Scottish Widows (Find Your Impact (FYI) tool)
  • Zippen (Pension consolidation)