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


DC Investment Innovation of the Year – UK Pension Awards


Best Retirement Adviser – Money Marketing Awards


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


Top 100 Adviser – New Model Adviser


Winner, Excellence in Retirement Planning – Retirement Planner Awards


Retirement Adviser of the Year – Professional Adviser Awards


Best Annuity/Drawdown Specialist – Money Marketing Awards


Best Retirement Solutions Adviser – Money Marketing Awards