As the season of industry awards rolls around, we are thrilled to share some fantastic news with you.
Intelligent Pensions has been shortlisted for two prestigious industry awards. What’s more, two of our team are in the running for accolades!
It’s wonderful to see Intelligent Pensions being recognised by professional leaders for our service delivery and business development. Our aim is to continue improving our business and the service we offer, to ensure that our clients are delighted with the outcomes we achieve by working together.
Caitlin and Shelly have been shortlisted for the Women in Financial Advice Awards
We are delighted to announce that Caitlin Mullin and Shelly Smith have been shortlisted for the Professional Adviser Women in Financial Advice Awards 2024.
These respected awards celebrate the achievements of women working in financial services, who continue to be underrepresented.
Caitlin, in her new senior administrator role, has been recognised in the Best Team Leader – Small Firms category, while Shelly Smith has been shortlisted in the Paraplanner category.
Congratulations to both Caitlin and Shelly on this well-deserved recognition of their hard and consistently exceptional work!
We are also extremely proud of our financial planner for the south west, Robyn Caffell, and investment and portfolio manager, Karen Traquair, who were longlisted. Their efforts and compelling submissions were highly commendable.
The winners will be announced on 6 November in London. We’re keeping our fingers and toes crossed.
Intelligent Pensions has made the shortlist for the Money Marketing Awards
We are extremely excited to announce that Intelligent Pensions has been shortlisted in the Best Retirement Adviser category at the Money Marketing Awards.
These awards recognise the industry’s best advisers and providers. Indeed, making the shortlist is no mean feat.
We have successfully progressed through multiple rounds of shortlisting, which included a formal interview. In the next stage, the panel of judges will thoroughly review each entry before choosing a winner.
The rigorous judging process associated with the Money Marketing Awards ensures that making it onto the shortlist is a true mark of excellence.
Last but not least, we‘re in the running for a MoneyAge Award!
The MoneyAge Awards are one of the most established and coveted industry awards. In 2024, the Awards return for their 10th year to celebrate specialists in the field of consumer finance.
We are excited to share that Intelligent Pensions has been shortlisted for the Financial Adviser Award: Small to Medium Firm of the Year.
Key to this success was our recent review and upgrade of our technology and advice process. These improvements have enabled Intelligent Pensions to make significant positive progress as a business.
Congratulations to everyone at Intelligent Pensions for playing a part in this success!
Get in touch
If you’d like to learn more about Intelligent Pensions and find out how our award-winning team could help you achieve your financial goals, please do not hesitate to get in touch.
Please email us at hello@intelligentpensions.com or call 0800 077 8807.
