Winners of the Professional Paraplanner Provider Awards 2019
14 June 2019
We are delighted to announce the winners of the Professional Paraplanner Provider Awards 2019.
The awards were announced immediately after this year’s record attended London Technical Insight Seminar, to an audience of paraplanners and financial services companies gathered to hear who had won this year’s accolades.
For these awards we asked our readers to nominate the company they thought delivered the best products, services and support in their category. Every reader had one nomination form, and returns were closely monitored. The winners are the companies that received the most nominations from the paraplanning community.
Hearty congratulations to all our winners and to the many companies who received nominations from paraplanners. This year has shown that a high quality of product and service is needed to gain paraplanner nomination.
Our thanks to Parmenion for sponsoring the Professional Paraplanner Awards 2019.
THIS YEAR’S WINNERS
Best Overall Service – New Business
Best Overall Service – Existing Business
Old Mutual Wealth
Best Technical Support
Best Training Resource
Brand Financial Training
Best Research Software
Best Non-Research Software
Best Back-Office System
IRESS – XPLAN
Best Third Party Support Service
Best Provider Website
Best Small Provider
Best Active Investment Provider
Best Passive Investment Provider
Vanguard Investments UK
Best Alternative Investment Provider
Best Outsourced Investment Provider
Best Offshore Product Provider
Utmost Wealth Solutions
Best Retirement Solution Provider
Best Full SIPP Provider
Professional Paraplanner is delighted to announce the winners of the Paraplanner Awards 2020. This year our Paraplanner Awards not...
Outsourced paraplanning firm PLUS Group is expanding the services it offers advice firms with the addition of a cashflow...
Jessica List, Pension Technical manager, Curtis Banks, considers the often complex rules and conditions applying to the pension commencement...