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