Awards and accreditations

Pension Transfer Gold Standard

This is a Personal Finance Society voluntary code of good practice for safeguarded and defined benefit pension transfer advice that is based around a set of nine principles. The code was introduced to help ensure you understand the importance of good advice and have confidence that you are dealing with a firm that is committed to high standards of client care.

Investor in Customers Silver Award

This industry-wide recognised accreditation promotes trust and the reassurance of our brand while demonstrating how customer-centric we are. To achieve this, Investor in Customers performed a 360 assessment of the experience we offer versus their CX framework through our key stakeholders: customers, employees, management and an independent IIC review.

We have also won the following awards over the years

2017

DC Investment Innovation of the Year – UK Pension Awards

2016

Best Retirement Adviser – Money Marketing Awards

2015

Highly Commended, At-Retirement Solution Provider – DC Pensions Insight Awards

2014

Top 100 Adviser – New Model Adviser

2014

Winner, Excellence in Retirement Planning – Retirement Planner Awards

2013

Retirement Adviser of the Year – Professional Adviser Awards

2012

Best Annuity/Drawdown Specialist – Money Marketing Awards

2012

Best Retirement Solutions Adviser – Money Marketing Awards