Our awards, accreditations and memberships
For more information about these awards, accreditations and memberships, please get in touch.
In addition to the above, the application process also reviewed key areas including corporate social responsibility, community and charitable activities, diversity and inclusion and media communication.
We provided a case study to the CII, which you can view here.
Our implementation of the schemes five technical controls gives our clients the knowledge and peace of mind that we take the security of their data seriously.
Professional Adviser Award
In addition to an employee survey, the application process reviewed key areas including working environment, employment practices, wellness initiatives, training and career development, ethical practices and corporate culture and communication.
NCVO Trusted Supplier
We work to support NCVO members to manage their employee benefits, workplace pension and financial wellbeing arrangements.
Pension Transfer Gold Standard
This award shows our commitment to being open and transparent to ensure the fair treatment of our clients.
SIFA Professional Trusted Supplier
This enables us to continually provide our professional connections with useful and education content and work with them to provide a joined up service for their clients.