The Personal Finance Awards recognise and celebrate outstanding individuals and firms who strive to deliver exceptional consumer outcomes within the financial planning profession. Shining the spotlight on those who excel in delivering high standards and commit to continuous improvement, the awards are an opportunity to showcase success and celebrate remarkable achievements. The awards not only continue to exemplify good practice but also inspire others to follow suit. Any individual or firm, regardless of size, as well as personal finance journalists may be eligible to enter. There are a variety of categories to choose from ensuring specialists from across the sector get the recognition they deserve.

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There are 7 Member Awards and 1 Media Award categories.

Key dates

Member Awards

  • Open for entry – 24 May 2023
  • Closing date for entries –  17 July 2023
  • Stage 1 judging – week commencing 24 July 2023
  • Case studies and video criteria sent to shortlisted entries –  31 July 2023
  • Closing date for submission of case study and videos – 28 August 2023
  • Stage 2 – judging panel interviews (Chartered Financial Planner/Firm) – week commencing 18 September 2023
  • Winners announced – October 2023

Media Award

  • Open for entry – 24 May 2023
  • Closing date for entries – 17 July 2023 
  • Online polling – opens week commencing 31 July, and closes 28 August 2023.
  • Winners announced –  October 2023