Award-winning products & services

2018_Moneyfacts Five Star rating


Retirement Income 

The Retirement Account is far and away the most innovative retirement product that has launched since Pension Freedoms, enabling clients to have the certainty of an annuity and the flexibility of drawdown together in one adaptable, tax-advantaged package. That’s why Retirement Advantage has ‘swept the board’ recently in terms of industry innovation awards.

But we’re not just about innovation – Retirement Advantage also scooped the Financial Adviser 5 Star Service award for Life and Pensions – recognised throughout the industry as the gold standard measure of service provided to customers and advisers.

Equity Release

Our Equity Release products give customers the freedom to access the wealth locked in their home. And over the last ten years, our lifetime mortgages and the service we provide have been consistently recognised for their innovation and quality.  

We’re committed to giving advisers and clients great customer service by offering constant support throughout the application process. We’re also committed to growing the Equity Release market, and we’re working hard to increase awareness among consumers about the options that are available to them at retirement, and the importance of seeking financial advice. 

The Mortgage Awards

The Equity Release team won Later Life Lender of the Year at The Mortgage Awards 2018. The award was voted for by a judging panel of mortgage and finance experts and recognises the leading lender in their sector.

Find out more about our Equity Release products

Moneyfacts Star Ratings  

2018_Moneyfacts Five Star rating

We're delighted that our lifetime mortgage product ranges (our Interest Select Options, Voluntary Select Options and Lifestyle Options) have been awarded five stars by Moneyfacts. 

The Moneyfacts Equity Release Star Ratings are annual ‘product awards’, which are based on the weighting of specific features, outside of headline rates and fees, which are likely to be the most relevant to those looking to access cash tied up in their home. Their extensive analysis of these products means the results can be trusted to help clients find the best option – the Star Ratings can help them choose, with confidence, the equity release product that best suits their needs in terms of flexibility, accessibility and ongoing quality, offering an independent seal of approval.

Find out more about our Equity Release products

Equity Release Awards

The Equity Release team won Best Provider for Product Innovation at the Equity Release Awards - recognising the introduction of our new products, early repayment waivers, and online application system.

Find out more about our Equity Release products

Financial Adviser Services Awards

The Life & Pensions team picked up 5 stars, with the Equity Release team picking up 4 stars. The awards are voted for by advisers based on service offerings - from new business processing, product support and personal contact.

Find out more about our Equity Release products

The Investment Life & Pensions Moneyfacts Awards 2017

We are thrilled to say we won the Best Third Way Product Provider and also scooped the Best PR and Communications Team.

In case that wasn’t enough, we received a Highly Commended in the Best Annuity Service category as well as Commended for Best Annuity Provider.

The Moneyfacts Awards are voted for by advisers, in part, in general recognition of service and product performance. So it is a genuine accolade from the people we serve day in and day out.

Find out more about our products

Online Innovation and Service Awards 2017 - FT Adviser  

We're over the moon to of been awarded with a five star Online Innovation and Service Award from FT Adviser.

The award was voted for independently by financial advisers, in general recognition of our service quality and innovation.

Over a 3 week period advisers were asked to rate providers on a number of areas:

  • Overall functionality and design (including mobile)
  • Ease of transaction/business processing tools
  • Online product tools and literature
  • Flexibility of charging options
  • Innovation (including platform, APP's portal, tools)

Find out more about our online tools

Moneyfacts star rating 

The annual Moneyfacts Ratings assess the technical merit of financial products, and they particularly reward the features that give product ranges ‘added quality’. We're delighted that all our lifetime mortgage product ranges, including Interest Select Options, Voluntary Select Options, Lifestyle Options and Lump Sum Options, have been awarded five stars by Moneyfacts this year.

Find out more about our Equity Release products

Financial Adviser Service Awards 2016 Life and Pensions 5 star rating 

We're proud to announce that we have secured the coveted five star service award which is voted for by you. The awards recognise the importance of quality service from product providers to their intermediary clients and considered to be the benchmark for service standards within the retail finance marketplace.

Contact your local Business Development Manager 

Find out more about our Retirement Income products

Investment Life & Pensions Moneyfacts innovation award 2016 for The Retirement Account

" We’re thrilled to have won the Investment Life & Pensions Moneyfacts Innovation Award 2016 for The Retirement Account and wish to thank all the advisers who voted for us. The recognition is especially rewarding as advisers are at the heart of what we do, and our goal was to provide them with the perfect solution for pension freedoms. A great product idea is one thing, but delivering it is quite another, so this win is a testament to our staff, who worked tirelessly to make The Retirement Account a reality. Hybrid products are fast becoming mainstream, and we’re delighted to be seen as leading the way. "

Craig Fazzini-Jones, Chief Operating Officer, Retirement Advantage

Retirement Advantage also received Moneyfacts Highly Commended awards for  - 

* Best Annuity Service * Best Enhanced Annuity Provider * Best Third Way Product Provider * Most Competitive Annuity Provider

Moneywise Pension Awards 2016 winner of the Pensions Innovator of the year for The Retirement Account

This is a special new award for providers who have made product developments that are genuinely beneficial to those who are either saving for or accessing their retirement income. The Retirement Account has been developed to help retirees make the most of the opportunities presented by the pension freedoms

"Retirement Advantage has gripped the challenge and come out with an offering including an annuity option under drawdown rules with flexibility on death benefits and succession planning "

Nick McBreen, IFA at Worldwide Financial Planning and Moneywise pension awards judge

Money Observer Pension Award 2016 winner of the Best Innovative Income Solution category for The Retirement Account

The Money Observer Pension Awards 2016 recognise and reward consistent, high-level pension performance at provider levels and are a ‘key top-performance indicator’ for retail investors.

The awards for pension providers have been judged by 5 recognised industry experts using a balanced scorecard approach overlaid with a qualitative input based on investment range, fees, customer service and ease of transferring, transparency and level of charges, and clarity of communications.

Retirement Advantage have been winning awards and commended for our products and services we provide advisers and customers for many years. You can see all of our accolades by viewing our awards timeline

Awards timeline

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