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Best Pension Adviser

Hargreaves Lansdown picks up the Best Pension Adviser award after impressing the judges with a proven Sipp model and showing impressive preparation for A-day.

The judges hailed the firm for its first class PR and IT system to support its pensions business but its work on the run up to A-day set it apart from others.

The preparation that impressed the judges included contacting all pension clients twice advising them of the changes that could affect them come 6 April.

Also highlighted was the firm’s pensions simplification guide and the A day seminars run for a number of corporate bodies.

HL also launched its Group Sipp this year aimed at the AVC and money purchase market. The Group Sipp, available on its Vantage platform extends the firm’s client base into the employees of its corporate solutions clients for the Isas, Peps and other investment business.

Further emphasis on Sipps also included moving the focus away from stakeholder to Sipp marketing and employing the former head of administration at PPML. The firm has invested heavily in resources to maintain its helpdesks and service with its Pensions Direct team receiving 700 calls a day on Sipps and annuities.

The judges praised head of pensions research Tom McPhail as the leading IFA pension’s commentator and the weight of articles contributed to the trade and consumer press by the firm.

HL are also been heavily involved in consultations on various pension reforms talking separately with the DWP, HMRC, Treasury and Turner Commission.

Winner – Hargreaves Lansdown
2nd – AWD Chase de Vere
3rd – Origen

Sponsored by GE Life


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