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The nominations process will open on Monday 4th September.
The 2017 categories will be confirmed soon. The 2016 categories are listed below and the nominations process is also detailed below.

Provider categories
Best Provider Lifetime Mortgages
Best Provider for Adviser Support
Best Provider for Product Innovation

Financial Adviser categories
Best Sole Trader
Best Financial Adviser - fewer than 20 employees (total employees)
Best Financial Adviser - 20+ employees (total employees)
Best Individual Adviser (An individual adviser from any firm)

Other categories
Best Technology Innovator
Best Conveyancer
Best Surveyor
Best Business Development Manager (an individual from any firm - both telephony or face to face)


NOMINATIONS PROCESS

The nominations procedure is a two-tier process to ensure it is as robust and as transparent as possible.

The first stage is to invite nominations from the industry for the companies (and, where appropriate, the individuals) you think are worthy of recognition for their achievements over the last 12 months.

A shortlist is then drawn up in each category, based on the overall number of nominations with a weighting applied to the source of those nominations. More emphasis is placed on nominations received from outside of the nominated company. The number of nominations accepted from within a nominated company is capped at 20.

Those businesses/individuals which make the shortlist in each category will be contacted and asked to submit a short testimonial based on the following criteria:

- Key achievements that the firm (or individual) has delivered in the last 12 months
- Business performance - measured against an increase in transaction volumes and profit at either a firm level, or within an individual’s remit (whichever is appropriate) over the last 12 months (versus 2016)
- Any positive contributions to the Equity Release market beyond the business performance itself

An industry panel will then gather to discuss the shortlist and use both their market knowledge and these testimonials to determine the winners. The judges are handpicked for their experience and knowledge of the market and are a representative sample of providers, distributors and supporting services who can give a reasoned and balanced view on each of the candidates on the shortlists.

Where there is a business conflict of interest with one of the companies on a shortlist, this judge is precluded from casting a vote in this category.

Please note that none of the judges are aware of the result of any category before the awards presentation dinner.

CATEGORIES EXPLANATION

Provider categories
Best provider for Lifetime Mortgages
We would like you to vote for the provider that you think deserves recognition for their excellence.
For the Best Provider Lifetime Mortgages category, please make your assessment in terms of the combination of both the products and service level provided in the last 12 months.

Best Provider for Adviser Support
The Adviser Support category should consider excellent adviser support in training, business and industry awareness or process.

Best Provider for Product Innovation
The best provider for product innovation will have challenged the parameters of product design and delivered new thinking on how products are structured, priced and delivered to the consumer via the intermediary, seeking to expand the market through their product development.

If you would like to place a nomination for your own business you can do so in the appropriate category. If you are a business partner of an Equity Release provider, you are also able to submit a nomination. Please be aware that a weighting system will apply to the overall number of votes cast to ensure greater emphasis is placed on votes cast from outside your own business.

Financial Adviser categories
Best Financial Adviser - fewer than 20 employees (total employees)
We are looking for you to recognise firms rather than individuals. Your nomination should be based on a combination of their business performance, the quality of their advice and the company’s commitment to the best possible outcome for their customers.

Best Financial Adviser - 20+ employees (total employees)
As above, your nomination should be based on a combination of their business performance, the quality of their advice and the company’s commitment to the best possible outcome for their customers.

Best Sole Trader
The adviser can be an individual or firm, but set up as a sole trader. For someone to qualify for the sole trader category, they need to be a recognised Equity Release specialist and should be writing a minimum of one case a month. This winner will know where to find the most appropriate products and solutions, whose customer service is second to none and who has made a clear positive difference to their firm over the last 12 months.

Best Individual Adviser
This category recognises an exceptional individual adviser for their achievements over the last 12 months. The individual can be a representative from any size of firm, including a sole trader.

They will demonstrate empathy with clients and an exhaustive knowledge of the product spectrum and the concerns and needs of their client base.

If you would like to place a nomination for your own business, or generate nominations from your business partners, you can do so in the appropriate category. We do not accept nominations from consumer clients. Please be aware that a weighting system will apply to the overall number of votes cast to ensure emphasis is placed on external nominations received.

Other categories
Best Technology Innovator
This award category will be applicable to somebody who has championed the use of technology to the betterment of their company and in turn the intermediary market and ultimately the consumer.

Best Conveyancer
Nominees will have demonstrated an innovative approach to problems, while pushing for a speedy and faultless service to clients.

Best Surveyor
Nominees will have demonstrated the delivery of a consistently high quality offering, accurate reports and quick and efficient service.

Best Business Development Manager (an individual from any firm - both telephony or face to face)
The award will be given to the individual responsible for business development in a face to face or telephony capacity. This individual will always go the extra mile for their advisers. Someone who is always available, knows their products inside out and offers support and suggestions to the distribution channels they serve. They will take ownership of the relationships, ensuring that they consistently achieve positive results for the intermediary and their business.

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