This year’s event will be the fourth to celebrate the top investment firms offering quality value to customers with pioneering products.
It coincides with the 27th edition of the YourMoney.com Personal Finance Awards, and to mark the occasion, YourMoney.com has asked previous victors how it impacts its customers and what it forecasts for the next 12 months.
As part of the countdown, Hargreaves Lansdown said the trust it provides from impartial experts “can make the difference, as they act as a gauge of quality and reliability for people”.
The investment platform also encouraged customers to take a long-term view of investing and take advantage of their tax allowances.
This week, the attention turns to previous winner PensionBee, which picked up Best Pension Platform in the Large Portfolio category at 2024’s event.
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YourMoney speaks to PensionBee
YourMoney.com spoke to Romi Savova, CEO of the pension provider, to see what picking up the prestigious award means for customers and its products.
What do award wins and nominations mean to PensionBee?
Awards act as a strong industry endorsement, reinforcing the trust our customers place in us and helping more people discover our services so they can feel pension confident.
What did it mean to win the Best Pension Platform (Large Portfolio) last year?
Winning was a fantastic achievement and a testament to our team’s dedication to simplifying pensions and making them accessible to everyone.
How did the award win affect your customers?
Sharing our achievements is just one of the ways we demonstrate our commitment to delivering an excellent pension experience. It also helps us better understand customer priorities and challenges, enabling us to evolve our product offering in line with their feedback as we strive to make pension management as straightforward as possible.
How should customers prepare their pensions for 2025?
Proactive planning is crucial for anyone hoping to achieve their long-term financial goals. Now is a good time to assess your current pension situation, understand your retirement aspirations, and develop a plan on how to get there.
Away from the world of investments, what is your favourite award moment from years gone by?
Being named ‘Employer of the Year’ at the FTAdviser Diversity in Finance Awards is a particularly proud moment. It reflects the inclusive, diverse culture we’ve worked hard to build and our aspiration to create a workplace where everyone can thrive.
