Alongside the many awards that we have received, we’re proud to have been recognised for continually achieving the highest standards in our industry.
Chartered Financial Planners
We were awarded the prestigious title ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII). This title is the industry’s gold standard for financial planners and only awarded to firms committed to developing and maintaining the knowledge and capability of their people, so they can deliver the highest quality advice. Chartered firms must also follow a demanding code of ethical practice. This means they must work in a principled manner that places clients’ interests at the heart of the advice they give. The video below explains some of the benefits of choosing a Chartered financial planner
Personal Finance Society Financial Vulnerability Taskforce Charter
The Personal Finance Society’s Financial Vulnerability Taskforce Charter is awarded to firms who provide a service that recognises and responds to those in vulnerable circumstances. It takes into account elements such as ‘clients’ interests about commercial interests’, ‘ensuring staff are knowledgeable and appropriately trained’ and ‘adapting processes to maintain confidentiality’.
Investor in customers 2021
The investor in customers award is given to companies who excel in customer experience. The accreditation assesses four key areas of customer service: knowing your customers, understanding their needs, anticipating their future needs and communicating effectively.
Best Companies Accreditation
The maximum 3-star accreditation from Best Companies reflects ‘extraordinary’ levels of workplace engagement. For four consecutive years, we have been awarded 3-stars, recognising our commitment to ensuring employees are happy and engaged at work.
Personal Finance Society Associate Firm
As an Associate Firm, we follow the professional standards and code of ethics set by the Personal Finance Society and believe in an inclusive and united culture which places our clients and our team at the heart of everything we do. You can learn more about the Personal Finance Society on their website here.
Principles for Responsible Investment
Equilibrium has committed to the six Principles for Responsible Investment (PRI) supported by the United Nations, which are a voluntary set of investment principles to incorporate ESG (ethical social governance) into investment practice. It encourages investors to use responsible investment to enhance returns and better manage risks, while developing a more sustainable global financial system. You can learn more about the PRI and the six principles here.
Good Business Charter
The Good Business Charter recognises companies who demonstrate good business practices based on 10 components which you can find here. A company must meet all 10 commitments to receive the Good Business Charter accreditation. Equilibrium firmly believes that all companies should aim to ‘do business better’, and so we are thrilled not only to have received this accreditation, but that good, fair business is being promoted and rewarded.
Mark of Excellence for Client Experience
The independent assessment organisation CX awards use a series of online questionnaires with clients and staff to assess their experience, satisfaction and trust. We achieved a score of 9.12 out of 10 and was awarded the Mark of Excellence for Client Experience.
Pension transfer gold standard
Equilibrium was one of the first financial firms to be awarded the pension transfer gold standard, a voluntary code of good conduct for Safeguarded and Defined Benefit Pension Transfers advice. This was set up to make it easier for consumers to access reliable financial advice around their personal pensions, and is awarded by a representative industry body set up by the Personal Finance Society.
Payroll Giving Quality Mark - Diamond Award
As confirmation of our commitment to our employees’ philanthropic efforts, we achieved the Government supported Payroll Giving highest quality mark – the Diamond award during the COVID-19 pandemic in 2020. The Payroll Giving Quality Mark is a government supported benchmarking system that recognises businesses operating exceptional payroll giving schemes.
Real Business Philanthropic 30
Believing there is more to business than profits, Real Business put together a list of the 30 most caring companies in Britain for 2017. Those on the list are chosen because they care about more than just making money and are judged by a panel including representatives from the Tottenham Hotspur Foundation and the Centre for Acceleration of technology.
The Prompt Payment Code
The Prompt Payment Code (PPC) is a voluntary code of practice for businesses administered by the Office of the Small Business Commissioner. Signatories of the code agree to prompt payment in line with the PPC guidelines, which can be read in full here.
Investor in customers - 3 Star Accreditation
Achieved the Investors in customers 3 star accreditation (in 2011), an independent assessment to demonstrate that we meet regulatory standards for customer experience excellence.
We are extremely proud to have been consistently recognised for excellence for over 20 years.View awards
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