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 testimonial process that takes place between 29 January 2024 and 5 April 2024, 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 then 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 2024, entries for the adviser categories are invited from the adviser community. We also consult our provider contacts for their thoughts on advisers that should be considered. Advisers who wish to be considered 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 are then able to invite testimonials (submitted via an online form) until June 2024. An internal judging panel assesses these to decide upon the final positions of the finalists.
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 testimonial process that takes place between 29 January 2024 and 5 April 2024, 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 then 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 2024, entries for the adviser categories are invited from the adviser community. We also consult our provider contacts for their thoughts on advisers that should be considered. Advisers who wish to be considered 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 are then able to invite testimonials (submitted via an online form) until June 2024. An internal judging panel assesses these to decide upon the final positions of the finalists.
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