Professional Paraplanner is delighted to be able to announce the winners of the provider Awards 2024.
As a provider, to win one of these awards, paraplanners have to consider you to have given them the best in service or products over the past year. They then have to nominate you in the specific category. This is not a tick box process.
The awards were presented at a gala lunch in the magnificent Merchant Taylor’s Hall in London, where 160 guests had gathered to learn who would win this year’s awards, which providers had been nominated by paraplanners as serving them the best over the past year.
In the awards ceremony we also celebrated Professional Paraplanner’s 10th year since launch.
Below are the winners of this year’s awards.
The winners of the Paraplanner Awards can be found HERE.
The winners of the Provider Awards 2024 are:
Best Overall Service to Paraplanners – New Business
WINNER: Transact
Highly commended: AJ Bell
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Best Overall Service to Paraplanners – Existing Business
WINNER: Fidelity Adviser Solutions
Highly commended: Transact
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Best Technical Support to Paraplanners
WINNER: M&G Wealth
Highly commended: Quilter
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Best Training Resource for Paraplanners
WINNER: Bespoke Training Solutions (BTS)
Highly commended: Brand Financial Training
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Best Research Software
WINNER: FE Analytics
Highly commended: Timeline
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Best Back-Office System
WINNER: intelliflo
Highly commended: Xplan
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Best Platform
WINNER: Quilter
Highly commended: Transact
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Best Third Party Support/Compliance Service
WINNER: CATS
Highly commended: threesixty services
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Best Provider Website
WINNER: Fidelity Adviser Solutions
Highly commended: Royal London
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Best Independent Service Provider
WINNER: Fundment
Highly commended: Selectapension
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Best Active Investment Solution Provider
WINNER: Schroders
Highly commended: Fidelity International
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Best Passive Investment Solution Provider
WINNER: Vanguard
Highly commended: ishares
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Best Sustainable Investment Solution Provider
WINNER: Royal London Asset Management
Highly commended: Liontrust
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Best Alternative Investment Provider
WINNER: Octopus Investments
Highly commended: TIME Investments
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Best Outsourced Investment Firm
WINNER: Tatton Investment Management
Highly commended: Waverton
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Best Offshore Product Provider
WINNER: Utmost Wealth Solutions
Highly commended: Canada Life
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Best Retirement Solution Provider
WINNER: Royal London
Highly commended: Scottish Widows
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Best Full SIPP and/or SSAS Provider
WINNER: Dentons Pensions
Highly commended: AJ Bell
Photographs: Sean East Photography
