Accreditations

Principles for Responsible Investment

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 is 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.

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 were 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.

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.

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. It was achieved by over 30% of our employees donating a percentage of their salary directly through payroll on a regular basis each month.

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.