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Adviser Firm Award Categories

General submission information:

Case studies: To be completed using our template form.  Entries to be no longer than 750 words and submitted in PDF format.

Stats & Testimonials:  All submissions should include stats and testimonials as supporting evidence.

Adviser Company Awards:  Please provide evidence over a 3-year period (except new adviser awards) of turnover, profit, number of advisers and support staff (and of those advisers, how many actively sell protection) and the percentage of clients who take out protection products based on your firm’s advice.

Download the entry form here

click to view criteria

Best new protection adviser firm

Entries are invited from companies who have entered the protection advice space in the past 24 months and can demonstrate how they have grown their business, built a client base and provided excellent protection advice. 

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Best network for protection advice

Submissions will demonstrate how the network has supported their members to provide better protection advice by delivering training, support materials etc., what they do to ensure consistency of advice across member firms, what the split of business is across protection, mortgage, etc (and how that might have changed in last 3 years).

Protection advice firm of the year

Submissions will demonstrate how the advice firm has supported its advisers in providing better protection advice by delivering training, support materials etc., what they do to ensure consistency of advice across the firm, what the split of business is across life, critical illness, Income Protection etc. (and how that might have changed in last 3 years). 

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Best protection advice from a mortgage adviser

Demonstration by a mortgage advice firm of how they increased the amount of protection sales in their business, how they ensure protection is discussed with every client (and that discussion is followed through) and how protection plays a role in their ongoing servicing of clients. Entry to be supported by statistics to explain split of business and how protection sales have increased.

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Best protection advice from a wealth firm

Demonstration by a wealth firm of how they increased the amount of protection sales in their business, how they ensure protection is discussed with every client (and that the discussion is followed through) and how protection plays a role in their ongoing servicing of clients. Entry to be supported by statistics to explain split of business and how protection sales have increased.

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Best protection support group/compliance service

Submissions will focus on how the support group/compliance service has supported their members in providing better protection advice by delivering training, support materials etc., and what they do to ensure consistency of advice across member firms.

Click or drag files to this area to upload. You can upload up to 3 files.

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