We are delighted to announce the winners of the Professional Paraplanner Provider Awards 2023.
The Awards were announced at a luncheon in a packed room at the Stationers’ Hall, London on 19 July 2023.
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 Provider Awards winners are listed below.
You can find the winners of the Paraplanner Awards HERE
THE 2023 PROVIDER AWARDS WINNERS ARE:
Best Overall Service to Paraplanners – New Business
WINNER: Quilter
Highly commended: Transact
Best Overall Service to Paraplanners – Existing Business
WINNER: Transact
Highly commended: Royal London
Best Technical Support to Paraplanners
WINNER: M&G Wealth
Highly commended: abrdn
Best Training Resource for Paraplanners
WINNER: Bespoke Training Solutions
Highly commended: Brand Financial Training
Best Research Software
WINNER: FE Analytics
Highly commended: Dynamic Planner
Best Back-Office Software Provider
WINNER: intelliflo office
Highly Commended: Xplan
Best Platform
WINNER: Transact
Highly commended: Quilter
Best Third Party Support/Compliance Service
WINNER: CATS
Highly commended: three sixty services
Best Provider Website
WINNER: Fidelity Adviser Solutions
Highly commended: Quilter
Best Independent Service Provider
WINNER: Carla Langley, Langley Compliance and Risk
Highly commended: Melissa Kidd, Motem
Best Active Investment Solution Provider
WINNER: Fidelity International
Highly commended: Liontrust Asset Management
Best Passive Investment Solution Provider
WINNER: Vanguard
Highly commended: Legal and General Investment Management
Best ESG Investment Solution Provider
WINNER: Liontrust Asset Management
Highly commended: EdenTree Investment Management
Best Alternative Investment Provider
WINNER: Octopus Investments
Highly commended: Triple Point
Best Outsourced Investment Provider
WINNER: Tatton Investment Management
Highly commended: Waverton Investment Mangement
Best Offshore Product Provider
WINNER: Utmost Wealth
Highly commended: Canada Life International
Best Retirement Solution Provider
WINNER: Royal London
Highly commended: JUST
Best Full SIPP Provider
WINNER: Dentons Pension Management
Highly commended: AJ Bell
Main image: Mel and Martyn Holman receive the award for Best Third Party Support/Compliance Service from Professional Paraplanner editor Rob Kingsbury
Photos: Sean East Photography
