Bluefin scoops Firm of the Year at the Corporate Adviser awards

Mercer scooped the gong in the pension adviser category, while Advo Group was named healthcare adviser of the year. Watson Wyatt won the group risk adviser category at the event hosted by Strictly Come Dancing star John Sergeant.

The event, which took place at the Grosvenor House Hotel in London, acknowledged excellence in the provision of workplace financial advice, products and consultancy services across the fields of healthcare, group risk, income protection, pensions and investments.

New categories of award this year included Small Firm of the Year, which was won by Tisco Financial Planning, a firm with two registered individuals, which recently implemented a 3,000 employee pension scheme. Also new this year were the Best Training and Professional Development category, which was won by Origen Financial Services, and the Best Integrated Health and Wellbeing Solution, won by Portus Consulting. The judging panel for the Best Integrated Health and Wellbeing Solution category numbered in its ranks the Government’s occupational health tzar, Dame Carol Black, National Director for Health and Work.

Full list of winners

Highly Commended: Origin Financial Services, and Thomsons Online Benefits

Corporate Adviser Small Firm of the Year – Tisco Financial Planning

Pension Adviser of the Year – Mercer

Highly Commended – Alexander Forbes Financial Services

Best Member Communication Strategy – Hargreaves Lansdown

Highly Commended – Bluefin

Group Income Protection Adviser of the Year – Lorica Consulting

Highly Commended – Willis Employee Benefits

Healthcare Adviser of the Year – Advo Group

Highly Commended – Alexander Forbes Financial Services

Group Risk Adviser of the Year – Watson Wyatt

Highly Commended – Willis Employee Benefits

Best Use of Technology by a Corporate Adviser – Thomsons Online Benefits

Highly Commended – Hewitt Associates

Best Strategy for Investment Advice on Pensions – Lane Clark & Peacock


Highly Commended – Foster Denovo

Best Integrated Health and Wellbeing Solution – Portus Consulting


Highly Commended – Jelf Group

Best Training and Professional Development – Origen Financial Services


Highly Commended – Lorica Consulting

Best Group Pension Provider – Standard Life

Best Healthcare Provider – Bupa

Best Group Risk Provider – Canada Life

Ultimate Default Fund 2009 – Invesco Perpetual Distribution Fund

Exit mobile version