Wesleyan named 'Best ISA Provider of the Year'

We’re delighted to announce that Wesleyan Assurance Society has been named 'Best ISA Provider of the Year' at the Wealth & Asset Management Awards 2025.

Shortlisted against competition from Hargreaves Lansdown and True Potential Investments, Wesleyan took the prize with judges impressed by both the ‘financial and non-financial benefits’ provided by our flagship With Profits ISA.

Here’s what the judging panel had to say in full:

"Wesleyan Assurance Society has proved itself the deserved winner of the Best ISA Provider of the Year Award with its market-leading product offerings and ability to meet clients’ needs.

"Congratulations to Wesleyan Assurance Society, which impressed the judges with its ISA offering, particularly for the financial and non-financial benefits it provides to its clients.

"The Wesleyan With Profits Fund holds more than £4 billion of customer investments, as at November 2024, across a diverse mix of asset classes. Boasting a strong long-term performance track record, the fund has delivered healthy financial returns for the firm’s With Profits ISA plan holders, which was highly commended by the judges.

"Alongside these strong returns, Wesleyan With Profts ISA customers also benefit from incentives and mutual year-round benefits, including a Mutual Bonus payment (when applicable), portal enhancements, insurance discounts, and a member reward programme, demonstrating Wesleyan Assurance Society’s commitment to providing the best service to its clients.

"In alignment with its core ‘buy and hold’ strategy, Wesleyan Assurance Society’s fund managers look to keep the fund portfolio turnover low, favouring equities over the longer term to withstand market volatility.

"The judges were also impressed with the property element of its With Profits Fund, which holds more than £450 million of commercial property assets across the UK. They praised the fact that Wesleyan Assurance Society directly owns 100 per cent of the properties in its portfolio, which maximises the opportunity for stronger long-term customer returns for its With Profits ISA plan holders, and their ESG credentials, with all properties having an Energy Performance Certificate of 'D' or above.

"Wesleyan Assurance Society’s With Profits Fund also delivers several non-financial benefits, showcasing the firm’s commitment to nurturing people, communities, and the planet. Through its commercial property portfolio, Wesleyan Assurance Society has been involved in several initiatives as part of its commitment to ESG factors, including charity donations and supporting the green transition.

Proving itself to be a responsible investor, Wesleyan Assurance Society’s With Profit Fund, as with all its managed funds, is aligned to its Sustainable Investing Policy. Its Sustainable Investment Team works alongside the firm’s overall Investments Department to assess its funds, holdings, and management decisions through a sustainability lens, and uses ESG factors to measure this activity.

Wesleyan Assurance Society’s strong ISA offering, financial and non-financial benefits, and clear commitment to responsible investment were just a few of the reasons it was the worthy winner of this year’s Best ISA Provider of the Year Award – congratulations!"

Find out more about the With Profits ISA here.