Results 2020


Congratulations to QUILTER, Company of the Year 2020

Outstanding Achievement Award: OCTOPUS INVESTMENTS.

Special Editor's Award: Scottish Widows.

Protection and Pensions 2020

Most improved: MetLife Europe

    FIVE STARS

    ★ ★ ★ ★ ★

  • InvestAcc
  • JUST
  • Royal London Pensions
  • Curtis Banks
  • Scottish Widows
  • Royal London Protection (formerly Bright Grey and Scottish Provident)
  • Payment Shield
  • LV=
  • Quilter
  • Guardian
  • Dentons
  • MetLife Europe - Most improved

    FOUR STARS

    ★ ★ ★ ★

  • Talbot & Muir
  • Embark
  • Aviva
  • AIG
  • Vitality Life
  • The Exeter
  • Holloway Friendly
  • Zurich Life
  • Fidelity FundsNetwork
  • Standard Life
  • Legal & General

    THREE STARS

    ★ ★ ★

  • Cirencester Friendly
  • Canada Life
  • AJ Bell
  • Prudential
  • British Friendly
  • Aegon
  • B and CE

    TWO STARS

    ★ ★

  • Smart Pension
  • Friends Life
  • Unum
  • AXA PPP Healthcare
  • James Hay
  • Rowanmoor
  • Utmost Wealth Solutions

    ONE STAR

  • Hodge Lifetime
  • Hornbuckle Mitchell
  • Nest

Investments 2020

Most improved: Seven Investment Management

    FIVE STARS

    ★ ★ ★ ★ ★

  • Omnis
  • Tavistock Wealth
  • Octopus - Outstanding achievement
  • RLAM - Royal London Asset Management
  • Scottish Widows
  • LV=
  • Seven Investment Management - Most improved
  • Quliter - Company of the Year
  • Rathbones

    FOUR STARS

    ★ ★ ★ ★

  • Aberdeen Standard Investments
  • Investec Asset Management
  • Vanguard
  • Canada Life
  • Novia
  • Architas
  • Investec Structured Products
  • Nucleus
  • Liontrust

    THREE STARS

    ★ ★ ★

  • Prudential
  • Fidelity
  • HSBC AM
  • Legal and General IM
  • BMO Global Asset Management
  • Aviva Investors
  • JP Morgan Asset Management
  • Premier Miton Investors
  • BlackRock
  • M&G Prudential
  • Utmost Wealth Solutions

    TWO STARS

    ★ ★

  • Baillie Gifford
  • Artemis
  • Schroders
  • Invesco Perpetual

    ONE STAR

  • MetLife Europe
  • Jupiter
  • BNY Mellon
  • Columbia Threadneedle
  • AXA IM

Mortgages 2020

Most improved: TSB

    FIVE STARS

    ★ ★ ★ ★ ★

  • Halifax Intermediaries
  • Yorkshire Building Society/Accord
  • TSB - Most Improved
  • Kent Reliance for Intermediaries
  • Natwest Intermediary Solutions
  • Legal & General Home Finance
  • more2life
  • Precise Mortgages
  • West Bromwich BS
  • Nationwide BS
  • Scottish Widows Bank
  • BM Solutions

    FOUR STARS

    ★ ★ ★ ★

  • Skipton Intermediaries
  • Coventry For Intermediaries
  • JUST
  • HSBC
  • The Mortgage Works
  • Santander for Intermediaries
  • Bank of Scotland
  • Progressive Building Society
  • Principality BS
  • Canada Life
  • Bank of Ireland
  • Virgin Money

    THREE STARS

    ★ ★ ★

  • Leeds BS
  • Pure Retirement
  • Newcastle Intermediaries
  • United Trust Bank
  • Platform
  • RBS Intermediary
  • Family Building Society
  • Lloyds
  • Nottingham BS
  • Aldermore

    TWO STARS

    ★ ★

  • Metro Bank
  • Kensington
  • Paragon
  • Pepper Money
  • Fleet Mortgages
  • Shawbrook
  • Aviva
  • One Family
  • Hodge Lifetime
  • Foundation Home Loans
  • Clydesdale

    ONE STAR

  • LV =
  • Barclays
  • Saffron for Intermediaries
  • Vida Homeloans
  • Together

Platforms - New for 2020

    FIVE STARS

    ★ ★ ★ ★ ★

  • Parmenion
  • 7IM
  • Nucleus
  • Advance by Embark
  • Transact
  • Quilter - Company of the Year

    FOUR STARS

    ★ ★ ★ ★

  • Novia
  • Elevate
  • Zurich
  • Praemium

    THREE STARS

    ★ ★ ★

  • Standard Life
  • AJ Bell
  • FundsNetwork
  • Hubwise
  • Aegon Retirement Choices (ARC)
  • Aviva
  • Ascentric

    ONE STAR

  • Aegon Platform (formerly Cofunds)
  • James Hay

Cash Investments - New for 2020

    FIVE STARS

    ★ ★ ★ ★ ★

  • Leeds Building Society
  • Dynamic Cash Management
  • Octopus Cash

    FOUR STARS

    ★ ★ ★ ★

  • Flagstone
  • Virgin Money

    THREE STARS

    ★ ★ ★

  • NS&I

Discretionary Investment Managers- New for 2020

    FIVE STARS

    ★ ★ ★ ★ ★

  • IBOSS
  • Rowan Dartington
  • Tavistock Wealth
  • Waverton Investment Management
  • Morningstar
  • Quilter Cheviot - Company of the Year
  • Tatton Asset Management
  • 7IM
  • Parmenion

    FOUR STARS

    ★ ★ ★ ★

  • Close Brothers
  • Investec Wealth
  • Octopus Investments
  • LGT Vestra
  • Psigma
  • Charles Stanley
  • Brewin Dolphin
  • Smith & Williamson
  • Rathbones
  • Brooks Macdonald

    THREE STARS

    ★ ★ ★

  • Cazenove
  • Tilney
  • Aberdeen Standard Capital
  • Premier Asset Management

    TWO STARS

    ★ ★

  • Liontrust
  • Sanlam

Back-Office and Support Services Providers - New for 2020

    FIVE STARS

    ★ ★ ★ ★ ★

  • Back office - True Potential
  • Back office - FE Analytics
  • Cashflow analysis - Voyant
  • Cashflow analysis - CashCalc
  • Risk profiling - Finametrica
  • Risk profiling - eValue
  • Cash flow and Risk profiling - Dynamic Planner

    FOUR STARS

    ★ ★ ★ ★

  • Risk profiling - Oxford Risk
  • Cashflow analysis - i4C
  • Back office - Selectapension
  • Cashflow analysis - Truth (Prestwood)

    THREE STARS

    ★ ★ ★

  • Back office - Plum Software (Praemium)
  • Back office - Enable
  • Back office - Xplan (Iress)
  • Back office - Adviser Office (Iress)
  • Back office - Bluecoat

    TWO STARS

    ★ ★

  • Back office - Intelligent Office (Intelliflo)