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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

Standard Life

Best Overall Service – Existing Business

Old Mutual Wealth

Best Technical Support         

Prudential

Best Training Resource         

Brand Financial Training

Best Research Software        

FE Analytics

Best Non-Research Software

Cashcalc

Best Back-Office System

IRESS – XPLAN

Best platform

Transact

Best Third Party Support Service     

threesixty Services

Best Provider Website

Royal London

Best Small Provider   

Time Investments

Best Active Investment Provider      

Baillie Gifford

Best Passive Investment Provider    

Vanguard Investments UK

Best Alternative Investment Provider

Octopus Investments

Best Outsourced Investment Provider

Brooks Macdonald

Best Offshore Product Provider

Utmost Wealth Solutions

Best Retirement Solution Provider  

Royal London

Best Full SIPP Provider          

AJ Bell

 

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