Professional Paraplanner is delighted to announce the winners of our Provider Awards 2022.
The Professional Paraplanner Awards consist of two distinct sets of awards. The Paraplanner Awards recognising the work of Paraplanners and the Provider Awards, the winners of which are voted for by paraplanners around the country.
For the Provider Awards we asked our readers to nominate the company they thought delivered the best in product and services to paraplanners. Every reader had one nomination per category. The winners are the companies that received the most nominations.
The Award Winners were presented with their awards at our annual ceremony in London, on Thursday 9 June 2022, immediately following our London Technical Insight Seminar, where 70 paraplanners heard from a range of providers on topics such as pension Lifetime Allowance, intergenerational planning, ESG and CIP suitable outcomes, business and pension planning, business relief and inheritance tax, the use of onshore bonds in financial planning, and exam tools, tips and insights.
The Provider Awards winners are listed below and you will find more comprehensive coverage in our standalone supplement to be published in July.
You can find the winners of the Paraplanner Awards HERE.
THE 2022 PROVIDER AWARDS WINNERS ARE:
Best Overall Service to Paraplanners – New Business
WINNER: Transact
Highly commended: Parmenion
Best Overall Service to Paraplanners – Existing Business
WINNER: abrdn Wrap
Highly commended: Aviva
Best Technical Support to Paraplanners
WINNER: M&G Wealth (Prudential)
Highly commended: Quilter
Best Training Resource for Paraplanners
WINNER: Bespoke Training Solutions
Highly commended: Brand Financial Training
Best Research Software
WINNER: FE Analytics
Highly commended: Defaqto
Best Back-Office System
WINNER: intelliflo office
Best Platform
WINNER: Transact
Highly commended: Aviva
Best Third Party Support/Compliance Service
WINNER: CATS
Highly commended: Threesixty Services
Best Provider Website
WINNER: Fidelity Adviser Solutions
Highly commended: M&G Wealth
Best Independent Service Provider
WINNER: Blackfinch
Highly commended: Moneyinfo
Best Active Investment Solution Provider
WINNER: Liontrust Asset Management
Highly commended: Fidelity International
Best Passive Investment Solution Provider
WINNER: Vanguard
Highly commended: Dimensional
Best ESG Investment Solution Provider
WINNER: Liontrust Asset Management
Highly commended: Royal London
Best Alternative Investment Provider
WINNER: Octopus Investments
Highly commended: TIME Investments
Best Outsourced Investment Provider
WINNER: Tatton Asset Management
Highly commended: Investec Wealth and Investment
Best Offshore Product Provider
WINNER: Canada Life International
Highly commended: Utmost Wealth
Best Retirement Solution Provider
WINNER: Royal London
Highly commended: Prudential
Best Full SIPP Provider
WINNER: AJ Bell
Highly commended: Dentons Pension Management
Main image: Tatton Investment Management’s Roddi Vaughan-Thomas accepts the Best Outsourced Investment Provider award from Professional Paraplanner editor Rob Kingsbury
