Investment Life and Pension Awards 2021 Results | moneyfacts.co.uk

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Michelle Monck

Michelle Monck

Consumer Finance Expert
Published: 17/09/2021

At a glance

The following providers have all been recognised at the Investment, Life and Pension Awards 2021. These awards are made using analysis of product features from the data analysts at Moneyfacts Group, coupled with industry voting.

The providers below are a selection of those who have been commended, highly commended or have won an award this year. The full list of winners can be found on the Moneyfacts Group website. To navigate straight to a particular category, please use the menu on the right hand side.

Best Personal Pension Provider

Award category Company
Winner Aviva
Highly commended Prudential UK
Commended Royal London

Best SIPP Provider

Award category Company
Winner Curtis Banks
Highly commended XPS
Commended InvestAcc

Best SSAS Provider

Award category Company
Winner Whitehall Group
Highly commended InvestAcc
Commended Rowanmoor

Best Group Pension Provider

Award category Company
Winner Aegon
Highly commended Royal London
Commended Scottish Widows

Best Income Drawdown Provider

Award category Company
Winner Royal London
Highly commended Standard Life
Commended Prudential UK

Best Equity Release Provider

Award category Company
Winner Legal & General Home Finance
Highly commended Canada Life
Commended Pure Retirement

Best Annuity Provider

Award category Company
Winner Legal & General
Highly commended Just
Commended Canada Life

Equity Release Adviser of the Year

Award category Company
Winner Equity Release Supermarket
Highly commended Andy Wilson Financial Services Ltd
Commended Key

Retirement Adviser of the Year

Award category Company
Winner Depledge Strategic Wealth Management Ltd
Highly commended Henwood Court Financial Planning
Commended Boolers

Best Stocks & Shares ISA Provider

Award category Company
Winner Santander
Highly commended Aviva
Commended Prudential UK

Best Investment Fund Provider

Award category Company
Winner Vanguard Asset Management
Highly commended Liontrust
Commended Rathbone Unit Trust Management

 

Best Investment Trust Provider

Award category Company
Winner Baillie Gifford
Highly commended J.P. Morgan Asset Management
Commended Aberdeen Standard Investments

Best Multi-Manager Provider

Award category Company
Winner Liontrust
Highly commended Premier Miton Investors
Commended BMO Global Asset Management

 

Best Absolute Return Fund Provider

Award category Company
Winner Premier Miton Investors
Highly commended Janus Henderson Investors
Commended BNY Mellon

 

Best Discretionary Fund Manager 

Award category Company
Winner Investec Wealth & Investment
Highly commended Tatton Investment Management
Commended Tavistock Wealth

 

Best Wrap/Platform

Award category Company
Winner Transact
Highly commended Parmenion
Commended Quilter

 

Best Structured Products Provider

Award category Company
Winner Tempo Structured Products
Highly commended Hilbert Investment Solutions
Commended Walker Crips Structured Investments

 

Best Ethical Investment Provider

Award category Company
Winner EdenTree Investment Management
Highly commended Rathbone Unit Trust Management
Commended Liontrust

 

Best Ethical Discretionary Fund Manager

Award category Company
Winner King & Shaxson Ethical
Highly commended Tatton Investment Management
Commended Parmenion

Best Junior ISA Provider

Award category Company
Winner Scottish Friendly
Highly commended AJ Bell Investcentre
Commended Shepherds Friendly

 

Investment Adviser of the Year

Award category Company
Winner Strategic Solutions Chartered Financial Planners
Highly commended Investment Solutions Wealth Management
Commended Advanta Wealth

 

Best Tax and Estate Planning Solutions Provider

Award category Company
Winner Octopus Investments
Highly commended Canada Life
Commended TIME Investments

 

Best Investment Bond Provider

Award category Company
Winner Canada Life
Highly commended Prudential UK
Commended Standard Life

 

Best Venture Capital Trust Provider

Award category Company
Winner Octopus Investments
Highly commended Puma Investments
Commended Foresight Group

 

Tax and Estate Planner of the Year

Award category Company
Winner Kellands (Hale) Limited
Highly commended Mercer & Hole Financial Planning
Commended Broadway Financial Planning

 

Best Term Assurance Provider

Award category Company
Winner Aviva
Highly commended Legal & General
Commended Royal London

 

Best Income Protection Provider

Award category Company
Winner LV=
Highly commended Cirencester Friendly
Commended Legal & General

 

Best Critical Illness Provider

Award category Company
Winner VitalityLife
Highly commended Guardian
Commended Aviva

 

Best Group Protection Provider

Award category Company
Winner Canada Life
Highly commended Aviva UK Health Ltd
Commended Unum

 

Best Business Protection Provider

Award category Company
Winner Legal & General
Highly commended Royal London
Commended Aegon

 

Protection Adviser of the Year

Award category Company
Winner Watts Mortgage & Wealth Management
Highly commended Weystone Financial
Commended Drewberry

 

Best Private Medical Insurance Provider

Award category Company
Winner VitalityHealth
Highly commended Bupa
Commended Aviva Health UK Ltd

 

Best Health Cash Plan Provider

Award category Company
Winner WPA
Highly commended Health Shield
Commended Benenden Health

 

Best Investment Service

Award category Company
Winner Tatton Investment Management
Highly commended TIME Investments
Commended Rathbone Unit Trust Management

 

Best Protection Service

Award category Company
Winner Aegon
Highly commended Legal & General
Commended LV=

 

Best Claims Support

Award category Company
Winner Aviva
Highly commended Shepherds Friendly
Commended Zurich

 

Best Healthcare Service

Award category Company
Winner Benenden Health
Highly commended VitalityHealth
Commended Health Shield

 

Best Pension Service

Award category Company
Winner InvestAcc
Highly commended Whitehall Group
Commended IPM SIPP Administration

 

Best Equity Release Service

Award category Company
Winner More2Life
Highly commended Legal & General Home Finance
Commended Just

 

Best Annuity Service

Award category Company
Winner Just
Highly commended Canada Life
Commended Legal & General

 

Best Structured Products Service

Award category Company
Winner Tempo Structured Products
Highly commended Hilbert Investment Solutions
Commended Meteor Asset Management

 

Best Online Service

Award category Company
Winner Parmenion
Highly commended Transact
Commended Embark Platform

 

Service Beyond the Call of Duty

Award category Company
Winner Whitehall Group
Highly commended True Potential
Commended InvestAcc

 

Innovation Award

Award category Company
Winner Pure Retirement (Heritage Freedom 40)
Highly commended Legal & General (Low Start Income Protection)
Commended Just (Green Lifetime Mortgage)

 

Disclaimer: This information is intended solely to provide guidance and is not financial advice. Moneyfacts will not be liable for any loss arising from your use or reliance on this information. If you are in any doubt, Moneyfacts recommends you obtain independent financial advice.

At a glance

The following providers have all been recognised at the Investment, Life and Pension Awards 2021. These awards are made using analysis of product features from the data analysts at Moneyfacts Group, coupled with industry voting.

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