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Investment Life & Pensions Moneyfacts Award Winners 2025

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2025 Investment Life & Pensions Moneyfacts Awards

2025 Investment Life & Pensions Moneyfacts Awards

To find out more about these awards please get in touch with our friendly events team:

A review of the 2025 awards

A review of the 2025 awards

The winners of the 2025 Investment Life & Pensions Moneyfacts Awards were announced 24 September 2025 in an exciting ceremony at the London Hilton on Park Lane.
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:

“The last year has seen the economy further tested by ongoing cost of living and geopolitical pressures leading to the growing relevance and importance of the products and advice provided within the investment, life and pensions sector. Against this backdrop, 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 work through a period when cost of living increases cause challenges for all.”

The winners of the 2025 Investment Life & Pensions Moneyfacts Awards were announced 24 September 2025 in an exciting ceremony at the London Hilton on Park Lane.
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:

“The last year has seen the economy further tested by ongoing cost of living and geopolitical pressures leading to the growing relevance and importance of the products and advice provided within the investment, life and pensions sector. Against this backdrop, 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 work through a period when cost of living increases cause challenges for all.”

And the winners were...

And the winners were...

Best Personal Pension Provider

Winner Standard Life
Highly Commended: Scottish Widows Commended: Quilter

Best SIPP Provider

Winner InvestAcc
Highly Commended: @sipp Commended: AJ Bell Investcentre

Best SSAS Provider

Winner WBR Group
Highly Commended: Whitehall Group Commended: Alltrust Services

Best Group Pension Provider

Winner Aegon
Highly Commended: Royal London Commended: Standard Life

Best Income Drawdown Provider

Winner Royal London
Highly Commended: Quilter Commended: Fidelity

Best Equity Release Provider

Winner more2life
Highly Commended: Just Commended: Legal & General Home Finance

Best Annuity Provider

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

Retirement Adviser of the Year

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

Best Stocks & Shares ISA Provider

Winner Barclays
Highly Commended: AJ Bell Investcentre Commended: Aviva

Best Investment Fund Provider

Winner Vanguard Asset Management
Highly Commended: BlackRock Commended: HSBC

Best Investment Trust Provider

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

Best Managed Portfolio Service (MPS) Provider

Winner Tatton Investment Management
Highly Commended: Quilter Commended: Timeline

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: Timeline Commended: YOU Asset Management

Best Wrap/Platform

Winner Nucleus
Highly Commended: Quilter Commended: Transact

Best Structured Products Provider

Winner MB Structured Investments
Highly Commended: Walker Crips Structured Investments Commended: Hilbert Investment Solutions

Best Structured Products Counterparty Provider

Winner Societe Generale
Highly Commended: Barclays Commended: Morgan Stanley

Best ESG Provider

Winner Parmenion
Highly Commended: TAM Asset Management Commended: Aviva

Best Ethical Investment Provider

Winner EdenTree Investment Management
Highly Commended: Royal London Asset Management Commended: King & Shaxson Ethical

Best Ethical Discretionary Fund Manager

Winner EQ Investors
Highly Commended: LGT Wealth Management Commended: TAM Asset Management

Best Junior ISA Provider

Winner Scottish Friendly
Highly Commended: AJ Bell Investcentre Commended: Wealthify

Investment Adviser of the Year

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

Best Tax and Estate Planning Solutions Provider

Winner Downing
Highly Commended: TIME Investments Commended: Octopus Investments

Best Investment Bond Provider

Winner Standard Life
Highly Commended: Canada Life Commended: Prudential

Best Venture Capital Trust Provider

Winner Octopus Investments
Highly Commended: Triple Point Commended: Baronsmead

Tax and Estate Planner of the Year

Winner Mercer & Hole
Highly Commended: Depledge Strategic Wealth Management Ltd Commended: Kellands (Hale) Limited

Paraplanner of the Year

Winner Rachael Martin - Strategic Solutions Chartered Financial Planners
Highly Commended: Andy Turner - Kellands Commended: Steven McBurnie - Wright, Johnston & Mackenzie LLP

Best Term Assurance Provider

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

Best Income Protection Provider

Winner LV=
Highly Commended: British Friendly Commended: Royal London

Best Critical Illness Provider

Winner VitalityLife
Highly Commended: LV= Commended: Scottish Widows

Best Group Protection Provider

Winner MetLife UK
Highly Commended: Canada Life Commended: AIG

Best Business Protection Provider

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

Protection Adviser of the Year

Winner Watts Mortgage & Wealth Management
Highly Commended: NEST Mortgage and Financial Solutions Ltd. Commended: LifeSearch

Best Private Medical Insurance Provider

Winner WPA
Highly Commended: Freedom Health Commended: The Exeter

Best Health Cash Plan Provider

Winner Health Shield
Highly Commended: Simplyhealth Commended: Benenden Health

Best Investment Service

Winner Tatton Investment Management
Highly Commended: TIME Investments Commended: Octopus Investments

Best Protection Service

Winner Cirencester Friendly
Highly Commended: Shepherds Friendly Commended: LV=

Best Claims Support

Winner Shepherds Friendly
Highly Commended: MetLife UK Commended: Aviva

Best Healthcare Service

Winner Benenden Health
Highly Commended: Bupa Commended: VitalityHealth

Best Pension Service

Winner Whitehall Group
Highly Commended: InvestAcc Commended: Royal London

Best Equity Release Service

Winner Canada Life
Highly Commended: more2life Commended: Pure Retirement

Best Structured Products Service

Winner Walker Crips Structured Investments
Highly Commended: Hilbert Investment Solutions Commended: hop investing

Structured Products Adviser of the Year

Winner First Wealth
Highly Commended: Anomaly Consultants Commended: Partners Wealth Management

Best Online Service

Winner Quilter
Highly Commended: True Potential Commended: Aviva

Service Beyond the Call of Duty

Winner TIME Investments
Highly Commended: True Potential Commended: InvestAcc

Best Use of Technology in the Investment Life & Pensions Sector

Winner True Potential
Highly Commended: Dynamic Planner Commended: Retirement Capital

Innovation Award

Winner Just Group (Destination Retirement)
Highly Commended: Bondsmith (Deposit Sweep) Commended: Hilbert Investment Solutions (Protect 90)