History and Awards

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Protection

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Gold Standard - Winner for Protection 2008-2015

The Gold Standard Awards assess financial strength, capability, service, fair value and trust in a variety of methods including information supplied by entrants in the form of questionnaires and evidence, as well as the use of third party sources to assess areas such as financial strength and fair value.

The award is determined by an independent group of judges.

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Protection Review - Winner of Life and Health Claims Award in association with Health Claims Forum 2016

Protection review is a leading industry expert in the UK protection market and the annual Protection Review Awards reward excellence in the market. 
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Financial Adviser service awards - Winner for four stars for service 2012-2015

The Financial Adviser Service Awards recognise the importance of quality service from product providers to their intermediary clients and are considered to be a benchmark for service standards within the retail finance marketplace. The “Five Star” award is one of the most sought-after service awards in the industry.

The award is achieved through votes from financial advisers.

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FT Adviser online service - Winner of five stars 2012 & 2014, four stars 2013 & 2015

The FTAdviser Online Service Awards are an independent measurement of which providers are getting it right online, and who needs to do more work to keep their intermediary customers happy.

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Moneyfacts - Best protection service 2012, 2013 & 2015, highly commended in 2014

Combining the analytical expertise of the Moneyfacts research team and the front line experience fed back to the group by their IFA readership and subscriber base, these awards are much admired for their independence.

The award is achieved through votes from financial advisers .

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Moneyfacts - Best stocks & shares ISA provider 2015 and 2016

Combining the analytical expertise of the Moneyfacts research team and the front line experience fed back to the group by their IFA readership and subscriber base, these awards are much admired for their independence.

The award is achieved through votes from financial advisers .

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Moneyfacts - Best business protection provider 2012 & 2013, highly commended 2014 & 2015

Combining the analytical expertise of the Moneyfacts research team and the front line experience fed back to the group by their IFA readership and subscriber base, these awards are much admired for their independence.

The award is achieved through votes from financial advisers.

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Professional Adviser Awards - Best protection provider 2015

A wide-ranging awards ceremony covering providers and financial advisers. The awards are run by publishing group Incisive Media.

The award is determined by an independent group of judges.

Wealth

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Financial Adviser service awards - Winner of 4 star status for Life and Pensions  for 2013 and 2015, and a five star status in 2014.

The Financial Adviser Service Awards recognise the importance of quality service from product providers to their intermediary clients and are considered to be a benchmark for service standards within the retail finance marketplace. The “Five Star” award is one of the most sought-after service awards in the industry.

The award is determined by an independent group of judges.

Defaqto 2016

Defaqto - The Zurich Intermediary Platform has achieved five-star status for the fifth year in a row in 2016 from Defaqto (2013-2017)

Defaqto is an independent researcher of financial products, focused on providing intelligence to support better decision-making.

The award is determined independently by Defaqto.

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UK Platform Awards – Leading integrated planning tool provider 2015

An annual awards ceremony that celebrates excellence and achievement in platform technology. The awards are open to are open to platforms, advisers and providers of platform technology and toolsets. We won this award with our toolset provider FE.

The award is determined by an independent group of judges.