The judges choice: 2022 best in class

The Just Group Vulnerable Customer Awards is in its second year, and once again we haven't been disappointed by the quality of entries. So thank you to everyone who took part. It's been an absolute pleasure reading all the submissions and learning of the depth of activity, policies and procedures and collaborative work in place to support vulnerable customers.

Selecting the successful entries wasn't easy.

“It’s been a really difficult process to conclude the winners in each category. Each entrant had a compelling reason to be shortlisted and their entries were extremely credible.”

John Somerville, Head of Financial Services, Corporate and Professional Learning at The London Institute of Banking and Finance.

“Those that shone the most were where a balance of description, evidence and innovation were present.”

Chris Fitch, Research Fellow at the University of Bristol and Vulnerability Lead at the Money Advice Trust

So, we are pleased to finally reveal who the judges decided should receive the winning and highly commended places in each category.

Winner: JAMES BARNETT, JAMES BARNETT WEALTH MANAGEMENT

What the judges said: "Above and beyond - visits, finding a care home, hearing aids, the paperwork, the ongoing contact...feels like family." Jenny Cadman

"Recognised the vulnerability and built an ongoing relationship." Johnny Timpson

Highly Commended:
DENNIS PERRY, SOUTH WEST EQUITY RELEASE

JOHN CHAPMAN, EQUITY RELEASE ASSOCIATES

Winner: HAROLD STEPHENS

What the judges said: "Training and policies are excellent, with the Director leading both of these. Strong sense of wanting to continue to improve by sharing best practice with other firms." Sally Plant

"Provided a higher number of examples of positive interventions." Chris Fitch

"Excellent examples." Jenny Cadman

Highly Commended:
OAKMERE WEALTH MANAGEMENT

Winner: PENSIONHELP LIMITED

What the judges said: "A clear culture of vulnerable customer care in everything they are doing throughout their processes. It is clear that this culture was the foundation of the company when formed, and it has been continually developed with several outstanding examples both internally and externally in this field." John Somerville

Highly Commended:
CLEAR CUT FINANCIAL PLANNING

FINANCIAL MANAGEMENT BUREAU LIMITED

Winner: M&G WEALTH ADVICE

What the judges said: "Lots and lots of good examples of practice/policy/training implementation." Chris Fitch

"They have clearly not only changed their systems to optimise the opportunity to identify and support clients with additional support needs, but have importantly developed an internal training programme. The entry indicates that there is an empathetic ethos within the organisation." Tish Hanifan

"The only firm to demonstrate fresh thinking towards every client's vulnerable circumstances, rather than an evident disability or age-related profile." Keith Richards


Highly Commended:
ALZHEIMER'S SOCIETY AND SANTANDER

Winner:ADAM JOHNSON, NEW FOREST WEALTH MANAGEMENT


What the judges said: "His 'drive' comes through in this entry." Tish Hannifan

"Adam's focus on vulnerable consumers in financial services has unquestionably heightened his awareness, focus and actions towards his clients and promotion within his firm." Keith Richards


Highly Commended:
RICHARD HIGGS, HAROLD STEPHENS

DANIEL WATTS, WATSON MOORE INDEPENDENT FINANCIAL ADVISERS LIMITED

This year awards have not been made in this category. Whilst some entries provided good examples of the use of technology and/or data, the judges were looking for more evidence of how the applications supported consumer outcomes.

We would like to thank everyone who entered this category as we appreciate the time it takes to write an awards submission. 

Up Close and Personal

Winner: RICHSTONE PARK FINANCIAL PLANNING

Highly Commended:

ASQUITH FINANCIAL SERVICES

CLEAR CUT FINANCIAL PLANNING

JANE BOWNAS WEALTH MANAGEMENT

 

Data and Technology

Winner: AIR GROUP

Highly Commended:

MAZARS FINANCIAL PLANNING
NEW FOREST WEALTH MANAGEMENT

 

Company of the Year

Winner: MAZARS FINANCIAL PLANNING

Highly Commended:

KEY GROUP
MATRIX CAPITAL

 

Vulnerable Customer Champion

Winner: KATHRYN KNOWLES of Cura Financial Services

Highly Commended:

EMMA MOORE of Key Group
ROBIN MELLEY of Matrix Capital