We are delighted to announce that Mercer & Hole has won the Life & Pensions Moneyfacts Trust and Estate Planner of the year Award.
The award was announced at an exciting ceremony on 18 September at the Royal Lancaster London where finalists enjoyed a gala dinner with entertainment and a welcome chance to interact with their peers.
Lee Tillcock, Editor of Investment Life & Pensions Moneyfacts talked about how the finalists and eventual winners at this year’s awards should be rightly proud of their achievements in a time of such economic upheaval as the range of products and services offered have best supported the sector whose growth and success remain crucial. He said “We were hugely impressed with the level of commitment shown and the upbeat comments given by service providers and brokers. There is little doubt that the levels of choice and willingness to find real financial solutions continue to improve and see huge demand as we move into 2025.”
The Moneyfacts Life & Pensions Awards celebrate the best products and services provided and are held in high regard by banks, building societies and other financial service providers.
Gill Tallon, Deputy Managing Partner said “Whilst we are absolutely thrilled at winning this award which highlights the quality and service, we give to our clients in managing their affairs; we see this level of commitment as central to everything we do here at Mercer & Hole. We were nominated alongside a number of top-level firms, so it does feel fantastic to be recognised in such esteemed company.”
