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2018 SHORTLISTS

THE 2018 SHORTLISTS ARE NOW OUT!

Adviser shortlists

Best Pension Adviser, sponsored by Aegon

  • Aon Employee Benefits
  • Cavendish Ware
  • Corinthian Benefits
  • LEBC Group
  • LIFT-Financial
  • Lorica
  • PwC

Best Group Risk Adviser

  • Aon Employee Benefits
  • Cavendish Ware
  • MEC
  • Premier Choice
  • Stackhouse Poland

Best Healthcare Adviser, sponsored by Health Shield

  • Aon Employee Benefits
  • Howden
  • IHC
  • MEC
  • PES Health
  • Premier Choice Healthcare
  • Stackhouse Poland

Best Use of Technology by a CA, sponsored by Ellipse

  • advo
  • LifeSight, Willis Towers Watson’s UK DC Master Trust
  • LEBC The Retirement Adviser
  • LV= & Wealth Wizards
  • Scrutton Bland Financial Services Limited

Best Fintech Health & Wellbeing Innovation

  • Earthmiles
  • Moneyhub
  • Neyber
  • Salary Finance
  • Smarterly

Best adviser auto-enrolment proposition

  • Corinthian Benefits
  • Cavendish Ware
  • Tailored Auto Enrolment

Corporate Adviser Firm of the Year, sponsored by Scottish Widows

  • advo
  • Aon Employee Benefits
  • Xafinity Punter Southall

Corporate Adviser Small Firm of the Year

  • BDHL
  • Beckett Financial Services
  • Benefiz
  • Cavendish Ware
  • Corinthian Benefits
  • Demna Consulting
  • Laurus Associates Ltd
  • MEC
  • PB Financial Planning
  • Timeline Corporate Services

Provider shortlists

Provider categories are judged in a two-stage process that comprises a reader poll and an assessment process conducted by the Corporate Adviser Panel, which debates and then votes on the merits of provider submissions. The Corporate Adviser Panel consists of 21 consultants and advisers from leading EBCs and corporate IFAs across the pensions, group risk and healthcare sectors. Click here to find out more about the Corporate Adviser Panel.

Best Group Pensions Provider

  • Aegon
  • Aviva
  • B&CE
  • Royal London
  • Scottish Widows
  • Standard Life

Best Group Risk Provider

  • Aviva
  • Canada Life
  • Ellipse
  • Legal & General
  • Unum
  • Zurich

Best Healthcare Provider

  • Aviva
  • Axa PPP Healthcare
  • Bupa
  • Cigna
  • Vitality
  • WPA

Best Master Trust

  • Auto-enrolment.co.uk Master Trust (Smart Pension)
  • Legal & General Worksave Mastertrust
  • NEST
  • People’s Pension Master Trust
  • Standard Life Master Trust
  • Supertrust UK
  • The National Pension Trust (Xafinity Punter Southall)

Best provider decumulation proposition

  • Aegon
  • Aviva
  • Legal & General
  • LV=
  • Scottish Widows
  • Standard Life

Ultimate Default Fund

  • Aviva – Aviva Future Focus 2 Drawdown Lifestage
  • BlackRock – LifePath Target Date Funds
  • Fidelity International – FutureWise
  • Legal & General – Worksave Mastertrust Default Fund
  • NEST – Retirement Date Funds
  • Royal London – Target Lifestyle Strategies
  • The People’s Pension – Balanced Profile
  • Scottish Widows – Balanced Pension Investment Approach
  • Standard Life – Active Plus III Strategic Lifestyle Profile
  • State Street – Timewise Target Return Funds

Best ESG Asset Manager

  • Aberdeen Standard
  • Aviva Investors
  • BlackRock
  • Hermes
  • Legal & General Investment Management
  • Royal London Asset Management
  • State Street Global Advisors
  • Vanguard

 

Best Cash Plan Provider

  • BHSF
  • Bupa
  • Health Shield
  • Medicash
  • Simplyhealth
  • Westfield Health
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