Generation Life wins Investment Bonds Overall Excellence Award 2023

Generation Life is the winner of the Overall Investment Bond Excellence Award for 2023, announced by Plan For Life on Thursday, December 6, 2023.

The fourth annual Investment Bond Excellence Awards recognise excellence in the key facets of the products, based on a holistic benchmarking review which includes financial strengths, marketing strengths, product benefits, service to customers and support and training of advisers.

The Investment Bond Award went to Resolution Life (Investment Growth Bond) and the Education Bond Award went to Futurity Investment Group (Futurity Education Bond).

Bond - Estate Planning Award went to Generation Life (LifeBuilder) and Bond - Child Policy Award went to Generation Life (ChildBuilder).

The Funeral Bond Award went to Generation Life (FuneralBond).

The Adviser Support Award which is based on a review of the types of training and support facilities provided by each organisation, went to Futurity Investment Group.

The Customer Service Award which is based on the service provided to customers through facilities such as annual reporting and client access to portals, went to Generation Life.

The Innovation – Education Award went to Futurity Investment Group, and the Innovation – Investing Award went to Generation Life (Tax Aware Investing).

Award

Winner

Product

Overall Excellence Award

Generation Life

 

Adviser Support

Futurity Investment Group

 

Bond - Child Policy

Generation Life

ChildBuilder

Bond - Estate Planning

Generation Life

LifeBuilder

Customer Service

Generation Life

 

Education Bond

Futurity Investment Group

Futurity Education Bond

Funeral Bond

Generation Life

FuneralBond

Innovation - Education

Futurity Investment Group

 

Innovation - Investing

Generation Life

Tax Aware Investing

Investment Bond

Resolution Life

Investment Growth Bond

Download the Media Release (PDF): Generation Life wins Investment Bonds Overall Excellence Award 2023