Through our commitment to provide products and services valued by financial advisers and our investors, we have received the following industry awards:

 


2017


Defaqto 2017 - 5 Star Award for our Platform SIPP.

ISO27001 certification - international information security standard.

AKG Actuaries & Consultants awarded us a 'B' (strong) for our financial strength.

Defaqto 2017 - Silver Rating for our service proposition.

Defaqto 2017 - 5 Star Award for Adviser Platform for James Hay Modular iPlan (Core).


2016


‘Excellent’ rating from FinalytiQ for our SIPP financial stability.

'Best Full SIPP (Offering Commercial Property)' category in the Money Observer Pension Awards 2016.

ISO27001 certification - international information security standard.

5 star Life and Pensions award for our online services at the FTadviser Online Innovation and Service awards.

‘Excellent’ rating from FinalytiQ for our platform financial performance.

 

Awarded the ‘Rapid Riser’ 2016 by CoreData.

 

AKG Actuaries & Consultants recently awarded us a ‘B’ (strong) for our financial strength.

 


2015


Achieved an ‘Excellent’ rating from FinalytiQ for our SIPP financial stability.

The ISO27001 certification is the best-known international standard that provides the requirements for keeping confidential information secure.

 


2014


Money Marketing - Gold SIPP Service Rating.

Defaqto 2014 - 5 Star Rating for Modular iSIPP.

 


2013


Money Marketing - Gold SIPP Service Rating.

Investment Life & Pensions Moneyfacts Awards 2013 - 'Best SIPP Provider'.

Defaqto 2013 - '5 Star Rating' for the Modular iSIPP and Partnership SIPP.

 


2012


Investment Life & Pensions Moneyfacts Awards 2012 - 'Best SIPP Provider'.

Defaqto 2012 - '5 Star Rating' for the Partnership SIPP.

 


2011


Adviser Asset 2011 Platform Awards - Best fit with IFA support requirements.

Investment Life and Pension Moneyfacts Awards - Highly Commended in Best SIPP Category.

Defaqto 2011 - 5 Star Rating for the Partnership SIPP.

 


2010


Defaqto 2010 - 5 Star Rating for both the Private Client and Select SIPP.

Moneywise Pension Awards 2010 – Highly Commended Best Low Cost SIPP Provider and Best Comprehensive SIPP Provider.

Investment Life & Pensions Moneyfacts Awards - Highly Commended Best SSAS Provider 2010.