Business Breakfast Compliance – Pensions The Pensions Acts 1990 - 2004
Investment Life & Pensions Moneyfacts Awards 2011 Winners supplement
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Transcript of Investment Life & Pensions Moneyfacts Awards 2011 Winners supplement
2
ContenIn a league of their own ..........................4
Winners List 2011....................................6
Best Investment Service .........................8
Best Pension Service .............................10
Best Structured Product Service .........12
Service Beyond the Call of Duty...........14
Best Personal Pension Provider............16
Best SSAS Provider...............................18
Best Group Pension Provider................20
Best Enhanced Annuity Provider..........22
Best Third Way Product Provider ........24
3
ntsIntroduction
Best Equity Release Provider................26
Best Equity ISA Provider ......................28
Best Multi Manager Provider................30
Best Wrap/Platform ..............................32
Best Structured Product Provider .......34
Best Investment Bond Provider ...........36
Best Tax and Estate Planning Solutions
Provider .................................................38
Best Ethical Investment Provider .........40
Best Income Protection Provider .........42
Best Health Cash Plan Provider ...........44
Most Competitive Annuity Provider.....46
Welcome to our special supplement celebrating the
winners of the 2011 Investment Life and Pensions
Moneyfacts Awards.
Now in their 10th year, the awards have established
themselves as a highlight of the financial services calendar,
recognising those companies that have excelled through
delivering outstanding products and service over the
previous twelve months.
Central to our awards process is the invaluable feedback
that we are able to gather from financial advisers who
recommend these products on a daily basis. By combining
this with the analytical expertise of our research team
who continually monitor product pricing and features, we
are confident that the winners of our awards can truly
claim to be leaders in their respective fields.
Over the following pages we reveal which companies
triumphed at this year’s awards. We hope you find this
supplement a useful guide when looking to select the best
products and providers for your clients.
Richard Eagling
Editor
Investment Life & Pensions Moneyfacts
4
No one would deny that the past year has
been challenging for many sectors of the
financial services industry. Volatile stock
markets have shaken already fragile investor
confidence, falling pension fund values and
high inflation have made retirement planning
even more difficult whilst the protection
industry has endured another frustrating year
in its attempts to close the nation’s
protection gap. The environment may be
tough, but this is exactly the time when top
class providers distinguish themselves from
the also rans by offering products and
solutions which can genuinely improve a
client’s financial position.
Identifying which products offer the best
features and value for money is a difficult task
but it will become vital in the post Retail
Distribution Review (RDR) landscape where
advisers will need to demonstrate why the
product they have recommended is better
than the alternatives on the market. The
Investment Life & Pensions Moneyfacts
Awards provide an invaluable insight for
advisers searching for the best products by
recognising those providers that stand out
from the crowd in terms of their product
offerings and the levels of service they have
delivered.
The process
The awards involve a rigorous two tiered
approach, combining our renowned research
data with the genuine feedback from financial
advisers. From the beginning of April to the
end of May 2011, financial advisers were
asked to vote for their favourite providers
across the full spectrum of protection,
retirement and investment products.
Importantly, advisers were free to vote for
any provider they felt worthy of the accolade
rather than simply selecting from a pre-
determined list. The number of votes cast for
each provider was then combined with an
analysis of the product features to arrive at
the eventual winners.
The awards consist of three different types
of accolade:
• Service awards: recognising those providers
which have consistently delivered
impeccable service over the last 12 months.
• Product awards: given to providers deemed
to be offering the leading product or
product range within a particular market.
• Most competitive awards: presented to
providers which have consistently delivered
good value for money; based on their
product pricing.
The ceremony
There is always a great buzz of excitement
surrounding the unveiling of the winners of
the Investment Life & Pensions Moneyfacts
Awards, and this year’s ceremony proved no
exception. Over 400 industry professionals
from the leading financial institutions and
In a league of their own
Investment Life & Pensions
Moneyfacts®
Awards 2011
5
industry bodies gathered at a luncheon
ceremony at the London Marriott Hotel in
Grosvenor Square on 23 September to see
who would emerge victorious across the
various product and service categories.
Welcomed by Sylvia Waycot, Publishing
Director of Moneyfacts, the guests were
treated to a delicious lunch before the
ceremony, which was hosted by
TV presenter and the first ever champion of
Strictly Come Dancing, Natasha Kaplinsky.
To check out the video highlights of this
year’s awards ceremony please visit
www.moneyfactsgroup.co.uk/Awards/Ilp/Review
The winners
The 2011 Investment Life and Pensions
Moneyfacts Awards were hotly contested,
providing plenty of evidence that providers
are striving to raise their game by delivering
first class service and competitive products
despite the tough economic environment.
It was particularly pleasing to see such a wide
variety of winners at this year’s awards,
ranging from some of the largest insurers and
investment houses to smaller investment
boutiques and retirement specialists who are
still relatively new to the financial services
sector.
A number of providers, including Canada Life,
LV=, Scottish Life and Seven Investment
Management, deserve special praise for
winning more than one category, whilst
Rowanmoor Pensions and Sanlam Investments
& Pensions should be applauded for taking the
honours in the same categories for the fourth
year running. The full list of winners in each
category can be seen on pages 6-7.
Congratulations to all the winners, and a
special thank you to all of you who took the
time to vote. We look forward to an equally
competitive and exciting set of categories at
the 2012 Investment Life and Pensions
Moneyfacts Awards.
Winners List 2011
Best Investment Service
Winner
Seven Investment Management
Highly Commended
Prudential
Commended
Skandia
Best Protection Service
Winner
Zurich
Highly Commended
Bright Grey
Commended
LV=
Best Pension Service
Winner
Scottish Life
Highly Commended
Standard Life
Commended
Scottish Widows
Best Annuity Service
Winner
MGM Advantage
Highly Commended
Partnership
Commended
Just Retirement
Best Structured Products Service
Winner
Cater Allen
Highly Commended
Investec Structured Products
Commended
Morgan Stanley
Best Online Service
Winner
Cofunds
Highly Commended
Transact
Commended
Skandia
Service Beyond the Call of Duty
Winner
Sanlam Investments & Pensions
Highly Commended
Octopus Investments
Commended
Prudential
Innovation Award
Winner
WAY Group (WAY Hasley Global
Momentum Fund)
Highly Commended
British Friendly (BFS Protect)
Commended
MetLife (Protected Growth Bond)
Best Personal Pension Provider
Winner
Scottish Life
Highly Commended
Scottish Widows
Commended
Aviva
Best SIPP Provider
Winner
A J Bell
Highly Commended
James Hay Partnership
Commended
Hornbuckle Mitchell
Best SSAS Provider
Winner
Rowanmoor Pensions
Highly Commended
Hornbuckle Mitchell
Commended
A J Bell
Best Group Pension Provider
Winner
Scottish Widows
Highly Commended
Scottish Life
Commended
AEGON
Best Income Drawdown Provider
Winner
AXA Wealth
Highly Commended
Scottish Life
Commended
Standard Life
Best Enhanced Annuity Provider
Winner
Partnership
Highly Commended
Just Retirement
Commended
MGM Advantage
Best Third Way Product Provider
Winner
MetLife
Highly Commended
LV=
Commended
Living Time
Best Equity Release Provider
Winner
LV=
Highly Commended
Bridgewater Equity Release
Commended
Aviva
Best Equity ISA Provider
Winner
M&G Investments
Highly Commended
Sterling
Commended
Skandia
Best Investment Fund Provider
Winner
Neptune Investment Management
Highly Commended
M&G Investments
Commended
Invesco Perpetual
Best Investment Trust Provider
Winner
Henderson Global Investors
Highly Commended
J.P. Morgan Asset Management
Commended
BlackRock
Best Absolute Return Fund Provider
Winner
Newton
Highly Commended
Standard Life Investments
Commended
BlackRock
6
Investment Life & Pensions
Moneyfacts®
Awards 2011
1
7
Best Multi Manager Provider
Winner
Omnis Investments
Highly Commended
Seven Investment Management
Commended
Jupiter
Best Wrap/Platform
Winner
Seven Investment Management
Highly Commended
Novia
Commended
Transact
Best Structured Products Provider
Winner
Investec Structured Products
Highly Commended
Morgan Stanley
Commended
Cater Allen
Best Investment Bond Provider
Winner
Prudential
Highly Commended
Sterling
Commended
MetLife
Best Tax and Estate Planning
Solutions Provider
Winner
Canada Life
Highly Commended
Octopus Investments
Commended
WAY Group
Best Ethical Investment Provider
Winner
Ecclesiastical Investment Management
Highly Commended
Friends Life
Commended
AEGON Asset Management
Best Child Trust Fund Provider
Winner
Family Investments
Highly Commended
F&C Investments
Commended
The Children’s Mutual
Best Income Protection Provider
Winner
LV=
Highly Commended
Exeter Family Friendly
Commended
Cirencester Friendly
Best Critical Illness Provider
Winner
Bupa
Highly Commended
PruProtect
Commended
Zurich
Best Private Medical Insurance
Provider
Winner
PruHealth
Highly Commended
Bupa
Commended
Aviva UK Health
Best Group Protection Provider
Winner
Canada Life
Highly Commended
Lutine Assurance
Commended
Unum
Best Health Cash Plan Provider
Winner
Simplyhealth
Highly Commended
Medicash
Commended
Health Shield
Most Competitive Annuity Provider
Winner
Canada Life
Highly Commended
Hodge Lifetime
Commended
Saga
Most Competitive Term Assurance
Direct Provider
Winner
Sainsbury’s Finance
Highly Commended
Barclays
Commended
AA Insurance Services
Most Competitive Term Assurance
IFA Provider
Winner
Legal & General
Highly Commended
Zurich
Commended
Aviva
The Best Investment Service title sums up our focus for
supporting the professional planning and advisory
community, and we are very appreciative of the support and
enthusiasm shown by the industry. Thank you to everyone who took
part in the voting process – it is wonderful to gain
recognition for our efforts.
Commented Justin Urquhart Stewart, Director and Co-Founder of
Seven Investment Management.
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Mark Sheerin (one ofthe 7IM Client Advisers) and Natasha Kaplinsky
“”
Best Investment service
8
Investment Life & Pensions
Moneyfacts®
Awards 2011
ContactTelephone
Intermediary Sales Team, 020 7760 8777
Website
www.7im.co.uk
WINNER
HIgHLy CommENdEd
Prudential
CommENdEd
Skandia
fINALIsts
Canada Life
Close Asset Management
M&G Investments
with award winning service
Call us to arrange a visit from 7IM to discuss your business.
020 7760 8777 or email [email protected] • www.7im.co.ukSeven Investment Management, 125 Old Broad Street, London EC2N 1AR
Seven Investment Management Limited is authorised and regulated by the Financial Services Authority. Member of the London Stock Exchange. Registered office: 125 Old Broad Street, London EC2N 1AR. Registered in England and Wales number 4092911.
A unique combination of HNW discretionary service, multi-asset funds and wrap platform
We’re delighted to win the award for Best Pension Service.
We’re particularly proud of this award because we’re
constantly working hard to make it easier for advisers to do
business with us by providing excellent customer service. We believe
by winning this award it is evidence that what we’re doing is working.
Our service offers:
•A team of people who will work closely with advisers to make sure
they get everything they need.
•Named contacts to see business through to completion.
•Clear policy documentation, that’s easy for customers to understand,
saving advisers time and money.
•Product and technical expertise provided by some of the best
people in the industry.
For more information visit www.scottishlife.co.uk/bestpensionservice
ContactAddress
Scottish Life
St. Andrew House
1 Thistle Street
Edinburgh
EH2 1DG
Telephone
0845 60 40 800
Website
www.scottishlife.co.uk/adviser
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Paul England, Headof Branch Sales (South) of Scottish Life and Natasha Kaplinsky
“
”
Best Pension service
WINNER
HIgHLy CommENdEd
Standard Life
CommENdEd
Scottish Widows
fINALIsts
A J Bell
LV=
Prudential
10
Investment Life & Pensions
Moneyfacts®
Awards 2011
More and more advisers are experiencing that inspirational moment when they realise that excellent service, supported by great products with a great investment proposition all add up to a very good reason to get in touch. The fact that we’ve been voted ‘best for service’ in the 2010 Financial Adviser Service Awards is one more excellent reason to find out more about Scottish Life today.
Call us now on 0845 60 40 800 or visit www.scottishlife.co.uk/awardwinningservice
BEST PENSION PROVIDER
5 star servicefrom Scottish Life
from Scottish Lif5 star service
e Lif fe
BEST PENSION PROVIDE
RBEST PENSION PROVIDE
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We’re thrilled at Cater Allen Private Bank to have secured the
ILP Moneyfacts Best Structured Products Service Award.
The knowledge that the win was based on the advocacy of financial
advisers and analysts makes it even more valuable, as an endorsement
of the levels of service that we continue to offer advisers in support of
their clients.
The application of the award to our communications and collateral will
complement the star ratings given to each of our structured products
by Moneyfacts – in that it will enable financial advisers to now, at a
glance, see not only a qualitative and objective appraisal of the
product, but also of the quality of service that both they and
their client can expect to receive.
ContactAddress
Cater Allen Private Bank
100 Ludgate Hill
London
EC4M 7RE
Telephone
0500 009 462
Website
www.caterallen.co.uk/structured-products
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Loraine Grobler(Senior Structured Products Manager) of Cater Allen and Natasha Kaplinsky
“
”
Best structured
Products service
WINNER
HIgHLy CommENdEd
Investec Structured Products
CommENdEd
Morgan Stanley
fINALIsts
Incapital
Legal & General
Meteor
12
Investment Life & Pensions
Moneyfacts®
Awards 2011
Aimed at intermediaries and investment professionals only and should not be distributed to or relied upon by retail investors. * Return of the client’s money and any minimum return, if the product provides this feature, is guaranteed at maturity of the Plan. Any return above this is not guaranteed and if the Plan is closed early your client may get back less than they paid in. The guarantee is dependent on the ability of Santander UK plc and its subsidiaries continuing to be able to meet their financial obligations. Cater Allen Private Bank is the name used for banking services provided by Cater Allen Limited. Registered Office: 2 Triton Square, Regent’s Place, London, NW1 3AN. Registered in England number 383032. Authorised and regulated by the Financial Services Authority, except in respect of its consumer credit products for which Cater Allen Limited is licensed and regulated by the Office of Fair Trading. FSA registration number 178737. Cater Allen Limited is part of the Santander group. Cater Allen and the flame logo are registered trademarks. All deposits held with Cater Allen Private Bank are fully and unconditionally guaranteed by Santander UK plc. Cater Allen’s structured investments are provided by Santander ISA Managers Limited, which is a wholly owned subsidiary of Santander Asset Management UK Holdings Limited. Calls may be recorded or monitored. www.caterallen.co.uk Telephone 0800 028 1200.
SOMETIMES THE SIMPLEST THINGSARE THE STRONGEST.Cater Allen's structured deposits provide full capital protection at maturity, straightforward structures, and transparent returns – which make them easy to understand. They are also backed by the strength of Santander UK plc*. To find out more, call our Financial Adviser support team on 0500 009 462 or visit us at www.caterallen.co.uk
BEAUTIFULLY BUILT STRUCTURED SOLUTIONS
Aimed at intermediaries and investment professionals only and should not be distributed to or relied upon by retail investors. *Credit Ratings Agency Fitch rates Santander UK plc ‘AA-’ with a ‘stable’ long-term rating outlook as at 21st October 2011 (source: Bloomberg). Cater Allen Private Bank is the name used for banking services provided by Cater Allen Limited. Registered Office: 2 Triton Square, Regent’s Place, London, NW1 3AN. Registered in England number 383032. Authorised and regulated by the Financial Services Authority, except in respect of its consumer credit products for which Cater Allen Limited is licensed and regulated by the Office of Fair Trading. FSA registration number 178737. Cater Allen Limited is part of the Santander group. Cater Allen and the flame logo are registered trademarks. All deposits held with Cater Allen Private Bank are fully and unconditionally guaranteed by Santander UK plc. Calls may be recorded or monitored. www.caterallen.co.uk Telephone 0800 028 1200.
We are delighted to have won this financial adviser nominated
award for the fourth consecutive year. At Sanlam Investments
and Pensions we strive to deliver first class service to both our
intermediaries and their clients whilst providing flexible and
competitive life and pension products.
Using the companies of the Sanlam UK group, Sanlam bring to you
tailored solutions; from investment outsourcing, to many RDR-ready
processes as well as support with implementation. Helping to
increase consistency in the client experience, reducing risk and
allowing you to spend more time winning and advising clients.
ContactAddress
Sanlam UK
St Bartholomews House
Lewins Mead
Bristol
BS1 2NH
Telephone 0117 9752355
Email [email protected]
Website www.sanlam-ip.co.uk
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Carole Stockwell(Head of Customer Services for Sanlam Investments and Pensions) and Natasha Kaplinsky
“
”
service Beyond
the Call of duty
WINNER
HIgHLy CommENdEd
Octopus Investments
CommENdEd
Prudential
fINALIsts
Partnership
Scottish Life
Scottish Provident
14
Investment Life & Pensions
Moneyfacts®
Awards 2011
Sanlam Investments and Pensions is the trading name of Sanlam Life and Pensions UK Limited and Sanlam Financial Services UK Limited. Both companies are authorised and regulated by the Financial Services Authority.Sanlam Fund Solutions is a trading name of Principal Investment Management Limited, which is authorised and regulated by the Financial Services Authority.Sanlam Private Wealth is the trading name of Sanlam Private Wealth UK Limited (authorised and regulated by the Financial Services Authority).
14:15:52
We’re delighted to win the award for Best Personal Pension
Provider. We believe this award demonstrates that we’re
delivering what our customers need – an innovative and flexible
product backed up by 5 star service.
Our flagship personal pension, Pension Portfolio offers:
•Competitive charging and remuneration in line with RDR requirements.
•Supported by a governed investment proposition tailored to meet
the needs of customers.
•With 5 star service, making it easy to do business with us.
•Providing an all round great value product for our customers.
For more information visit www.scottishlife.co.uk/eureka
ContactAddress
Scottish Life
St. Andrew House
1 Thistle Street
Edinburgh
EH2 1DG
Telephone
0845 60 40 800
Website
www.scottishlife.co.uk/adviser
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Paul England, Headof Branch Sales (South) of Scottish Life and Natasha Kaplinsky
“
”
Best Personal
Pension Provider
WINNER
HIgHLy CommENdEd
Scottish Widows
CommENdEd
Aviva
fINALIsts
AEGON
Skandia
Standard Life
16
Investment Life & Pensions
Moneyfacts®
Awards 2011
Humiliated husband less importantthan Pension Portfolio shock!Helen Nicholson, 32, an IFA from Kidderminster, tells us about August the 27th 2011.
Our personal pension market share has more than trebled in the last 3 years1. If you’re not recommending Pension Portfolio, our popular personal pension, why not?
Call us now on 0845 60 40 800 or visit www.scottishlife.co.uk/eureka
Scottish Life, St Andrew House, 1 Thistle Street, Edinburgh, EH2 1DG. Scottish Life is a division of Royal London and markets products produced by Royal London. Royal London consists of The Royal London Mutual Insurance Society Limited and its subsidiaries. The Royal London Mutual Insurance Society Limited provides life and pension products, is a member of the Association of British Insurers and the Association of Financial Mutuals and is authorised and regulated by the Financial Services Authority, registration number 117672. Royal London Marketing Limited acts as an insurance intermediary for other providers of general insurance and other life assurance products and is authorised and regulated by the Financial Services Authority, registration number 302391. RL Corporate Pension Services Limited provides pension services and is authorised and regulated by the Financial Services Authority, registration number 460304.
For professional advisers only.
1For the personal pension market, market share was 5.6% in Q1 2008 and 18% in Q1 2011. Source: 2011 Scottish Life and Association of British Insurance figures.
2.45pm Kitchen looks like aftermath of school food fight. 2.46pm Explain patiently to Steve
that this whole Indian Summer barbecue thing was his idea and that checking the Met Office online
every 3 minutes is not helping. 3.01pm Start moving all the salads out into the garden with the kids
3.02pm Scrape salads off lawn back into bowls dropped by Sam 5 and Katie 4, hope that grass is
edible. 3.10pm Katie pushes Sam into paddling pool full of cans of beer and bottles of
white wine. 3.12pm Doorbell starts going like Westminster Abbey. 3.15pm Steve uses wheelbarrow
to transfer meat from kitchen to his ludicrously expensive 8 burner barbecue. 3.30pm Dogs steal
sausages and children chase them up and down garden tripping guests over.
4.20pm Surreptitiously take glass of wine up to office (aka box room) for a bit of peace.
4.22pm Email from Gavin Doyle at Scottish Life looks interesting. 4.30pm EUREKA! THAT’S IT!
Click through to the Scottish Life website where I delightedly discover that their personal pension
offers superb service (in fact the best in the market), flexibility and the ideal remuneration option
I’ve been looking for! While at the same time Scottish Life help me deal with all the admin I need
to keep my compliance people happy. 4.37pm Notice huge plume of black smoke passing window.
4.40pm Dash downstairs to see a mass of flames where barbecue should be, Steve with no
eyebrows and all the children in the paddling pool laughing. 4.45pm Enormous clap of thunder
and torrential rain. 4.47pm Retire to kitchen with guests and open six bottles of Xmas Champagne,
after all, it’s not every day you sort out your pension challenges and get to watch your show-off
husband get his come-uppance! 5.00pm Raise glass to British weather and Scottish Life.
BEST PENSION PROVIDER
PensionPortfolio
09:40
Voted Best SSAS Provider for the fourth consecutive year, by ILPMoneyfacts’ independent research and the advisory community,Rowanmoor Pensions is the UK’s largest independent SSAS
provider and a bespoke SIPP and Family Pension Trust (Family SIPP)operator.
The award recognises the expertise and commitment of our dedicatedstaff, together with our ongoing drive for improvement in an industrywhere diligence, professionalism and strong customer service areessential.
Our customer service is built upon years of experience and we setourselves high standards. This award is yet anotherendorsement of our attention to detail, professionalism andstrong customer service principles.
ContactAddress
Rowanmoor Pensions
Rowanmoor House
46-50 Castle Street
Salisbury
SP1 3TS.
Telephone 08445 440 550
Fax 08445 440 500
Email [email protected]
Website www.rowanmoor.co.uk
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Ian Hammond(Managing Director, Rowanmoor Pensions) and Natasha Kaplinsky
“
”
Best ssAs Provider
WINNER
HIgHLy CommENdEd
Hornbuckle Mitchell
CommENdEd
A J Bell
fINALIsts
InvestAcc
James Hay Partnership
Pension Practitioner.com
18
Investment Life & Pensions
Moneyfacts®
Awards 2011
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Rowanmoor Pensions is a trading name of Rowanmoor Group plc (No. 5792242). Rowanmoor Pensions is a owned subsidiary of Rowanmoor Group plc. Registered in England at Rowanmoor House, 46-50 Castle Street, Salisbury SP1 3TS.
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We’re one of the UK’s most recognised financial services
brands, with almost 200 years of helping people to plan their
financial futures. We currently look after over 40,000 pension
schemes.
In the last three years, following multi-million pound proposition
investment, we’ve become recognised for our commitment to
delivering a broad range of corporate pension services and offering
new and innovative workplace solutions.
We’re dedicated to providing a service for you and your clients
which is accessible, expert and always helpful.
ContactAddress
Scottish Widows
PO Box 17036
69 Morrison Street
Edinburgh
EH3 8YF
Telephone
0131 655 6000
Website
www.scottishwidows.co.uk/extranet
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Damian Burwitz(Corporate Account Manager) of Scottish Widows and Natasha Kaplinsky
“
”
Best group Pension
Provider
WINNER
HIgHLy CommENdEd
Scottish Life
CommENdEd
AEGON
fINALIsts
Aviva
Friends Life
Standard Life
20
Investment Life & Pensions
Moneyfacts®
Awards 2011
New
enhancements
A fresh approachto workplace savings
Scottish Widows has made a number of enhancementsto mymoneyworks over 2011 – offering an improvedworkplace savings proposition that complements the grouppension scheme.
mymoneyworks gives employees an extended range of
benefits, including education and guidance, allowing you
to provide financial support to more employees
• A new corporate ISA.
• Both new and enhanced integrated tools, including a
pension planner with advanced modelling capabilities.
• Financial education and guidance that can help
employees manage their workplace savings and
plan for a better financial future.
Find out how we can help you make the mostof mymoneyworks:
Visit www.scottishwidows.co.uk/mymoneyworks
Scottish Widows plc. Registered in Scotland No. 199549. Registered Office in the United Kingdom at 69 Morrison Street, Edinburgh EH3 8YF.Telephone: 0131 655 6000. Scottish Widows plc is authorised and regulated by the Financial Services Authority. Our FSA Register number is 191517.
Partnership has been voted as Best Enhanced Annuity
Provider at the Investment Life & Pensions Moneyfacts
Awards 2011. They were also Highly Commended in the category of
Best Annuity Service. The awards were accepted by Jane Kennedy,
Chief Operating Officer, who said: “We are delighted to be
recognised once again at these prestigious awards; it clearly reflects
the hard work our staff put into providing excellent products and
service. We continue to listen to what advisers need and work hard
to ensure that what we provide enables advisers to give an excellent
service to their clients. I would like to offer my personal thanks to
everyone at Partnership for their hard work in achieving this
standard of service and to all of the advisers who have kindly
recognised us again this year.”
ContactAddress
Partnership
Sackville House
143-149 Fenchurch Street
London
EC3M 6BN
Telephone
0845 108 7240
Fax
0845 108 7238
Website
www.partnership.co.uk
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Jane Kennedy ofPartnership and Natasha Kaplinsky
“
”
Best Enhanced
Annuity Provider
WINNER
HIgHLy CommENdEd
Just Retirement
CommENdEd
MGM Advantage
fINALIsts
Aviva
Canada Life
LV=
22
Investment Life & Pensions
Moneyfacts®
Awards 2011
We are delighted that MetLife won the Best Third Way Product
Provider for the third year running. MetLife is focused on
building on our market-leading position in the fast-growing
third way sector so receiving this further endorsement, including
feedback from advisers, is very important to us.
Guaranteed retirement products such as our unit-linked guarantee
product range are ideally suited to current economic and market
conditions and we will be looking to maintain and enhance our
reputation amongst advisers and clients in the changing
retirement income market.
ContactAddress
MetLife
Level 50
One Canada Square
Canary Wharf
London
E14 5AA
Telephone
0845 370 6040
Website
www.metlife.co.uk
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Stephen Hunter(Strategic Partnerships Director of Metlife) and Natasha Kaplinsky
“
”
Best third Way
Product Provider
WINNER
HIgHLy CommENdEd
LV=
CommENdEd
Living Time
fINALIsts
AEGON
AXA Life Europe
24
Investment Life & Pensions
Moneyfacts®
Awards 2011
There’s never been a better time to look to
guarantees. As the experts, we can offer the
growth and security clients are looking for, through:
secure capital or income
of the Year.
Peace of mind in turbulent times.
To find out more call us on 0845 370 6040 or visit www.metlife.co.uk
Rise above uncertaintywith MetLife.
R
For adviser use only. Not approved for use with PRIVATE INVESTORSregulation by the Financial Services Authority. Details about the extent of our regulation by the Financial Services Authority are available from us on request. Registered address: Riverside
09:55
At LV=, we aim to be advisers’ first choice for equity release.
We’ve designed our lifetime mortgage to be both competitive
and flexible, and with no nasty stings in the tail. And we
understand that success is more than just a great product. Hundreds
of advisers have taken part in our equity release road shows and are
using our marketing support kits and client news letters.
We’re honoured to have been voted the Best Equity Release Provider
in this year’s awards and would like to say a big ‘thank you’ to all those
who have chosen to work with LV= this year. And if you
haven’t used LV= for equity release before, we’d love you to
try us.
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Gwyn Airdrie (Headof Equity Release Sales) of LV= and Natasha Kaplinsky
“
”
Best Equity Release Provider
WINNER
HIgHLy CommENdEd
Bridgewater Equity Release
CommENdEd
Aviva
fINALIsts
Just Retirement
New Life Mortgages
Stonehaven
26
Investment Life & Pensions
Moneyfacts®
Awards 2011
ContactEmail [email protected] Telephone 0800 028 8974 Website LV.com/adviser
Scan the QR code to see how LV= can help you and your clients. How do I scan a QR code? Search for a scanner on your app store.
For financial advisers only
21121308 09/11
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Best Equity Release Provider
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We are delighted to be awarded Best Equity ISA Provider for
the range of equity funds offered in the M&G ISA. Since
1931, when we launched the UK’s first unit trust, we have believed
in offering our investors straightforward products together with
clear and balanced information. To deliver high-flying performance
over the long term, we believe that our fund managers should be
able to apply innovation and inspiration to the management of their
portfolios, developing their individual investment approaches,
but backed by M&G’s extensive experience and in-house
research capabilities.
ContactWe’re here to help
If you wish to discuss this fund or any other of M&G’s range of products please contact
our Investment Sales Consultants on 0845 600 4125. For all other enquiries, please
phone our Financial Adviser Helpline on 0800 328 3191.
Tune into iView
Bringing you news and training from the heart of the investment world, www.iviewtv.co.uk
URL: http://www.mandg.co.uk/ifa/Home/index.jsp
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Sam Lynes (BusinessDevelopment Manager at M&G Investments) and Natasha Kaplinsky
“
”
Best Equity IsA Provider
WINNER
HIgHLy CommENdEd
Sterling
CommENdEd
Skandia
fINALIsts
Invesco Perpetual
Seven Investment Management
Standard Life
28
Investment Life & Pensions
Moneyfacts®
Awards 2011
We are delighted to have received the Moneyfacts Best Multi
Manager Provider Award. When we launched Omnis three and
a half years ago, our aim was to provide investors with a range
of risk-rated funds designed to provide the best returns possible while
ensuring they remain appropriate for the stated level of risk. We keep
the cost of the funds down with a TER cap to ensure even greater
value for investors.
Our 3 year performance figures for all three risk-rated Multi
Manager funds are top quartile with the Cautious fund being
top decile.
Contact
Address
Omnis Investments
TriCentre 3
New Bridge Square
Swindon
SN1 1HN
Telephone
0870 608 2550
Website
www.omnisinvestments.com
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Lothar Mentel (ChiefInvestment Officer) of Octopus Investments and Natasha Kaplinsky
“
”
Best multi manager Provider
WINNER
HIgHLy CommENdEd
Seven Investment Management
CommENdEd
Jupiter
fINALIsts
Architas Multi Manager
Legal & General
Skandia
30
Investment Life & Pensions
Moneyfacts®
Awards 2011
Lancaster LondonFriday 21 September 2012
Investment Life & Pensions
Moneyfacts®
Awards 2012
date for your diary
The Wrap/Platform award is an important accolade for us
and our development team at 7IM. It is fantastic to receive
external recognition of the progress we have made with our
platform functionality. We are very grateful to the users who take
the time to give us such a great insight into how the platform can
help with their day-to-day processes and what the next
developments should be. A huge thank you, of course, to
those who voted for us; we were delighted to win.
Commented Graham Stott, Seven Investment Management’s
IT Director
ContactTelephone
Intermediary Sales Team, 020 7760 8777
Website
www.7im.co.uk
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Pete Wyatt (Head ofPlatform, Seven Investment Management) and Natasha Kaplinsky
“
”
Best Wrap/Platform
WINNER
HIgHLy CommENdEd
Novia
CommENdEd
Transact
fINALIsts
AXA Elevate
Cofunds
Skandia
32
Investment Life & Pensions
Moneyfacts®
Awards 2011
A WELL CONNECTED PLATFORMwith award winning service
Call us to find out how our Platform can help your business.
020 7760 8777 or email [email protected] • www.7im.co.ukSeven Investment Management, 125 Old Broad Street, London EC2N 1AR
Seven Investment Management Limited is authorised and regulated by the Financial Services Authority. Member of the London Stock Exchange. Registered office: 125 Old Broad Street, London EC2N 1AR. Registered in England and Wales number 4092911.
EXTERNAL WRAPPER PROVIDERS
BACK OFFICE
SYSTEMS
OTHER PLATFORMS
WHOLE OFMARKET
COLLECTIVES
DATAPROVIDERS
(e.g. MORNINGSTAR, FINANCIAL EXPRESS, etc.)
LISTED/UNLISTED
SECURITIES
Investec Structured Products are pleased to win Best
Structured Products Provider at the Investment Life &
Pensions Moneyfacts Awards for the second year running.
Over the last year we have continued to produce our collection of
Deposit and Investment Plans with a wide variety of structured risk
and return profiles. We have also launched a collateralised range of
plans, helping advisers to more efficiently diversify risk. We continue to
develop our business and remain fully committed to the
Structured Products market.
ContactAddress
Investec Structured Products
2 Gresham Street
London
EC2V 7QP
For technical enquiries
call 020 7597 4065
Website
www.investecstructuredproducts.com
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Colin Brockman ofInvestec Structured Products and Natasha Kaplinsky
“
”
Best structured
Products Provider
WINNER
HIgHLy CommENdEd
Morgan Stanley
CommENdEd
Cater Allen
fINALIsts
Barclays Wealth
Incapital
Royal Bank of Scotland
34
Investment Life & Pensions
Moneyfacts®
Awards 2011
This communication is for financial advisers only. Investec Structured Products is a trading name of Investec Bank plc, registered address 2 Gresham Street, London EC2V 7QP. Investec Bank plc is authorised and regulated by the Financial Services Authority.
Why not judge for yourself?
Investec was recently awarded Best Structured Products
Provider at the Investment Life & Pensions Moneyfacts Awards
for the second year running, adding to our already impressive
track record:
• Best Structured Products Provider – Professional Adviser
Awards 2009, 2010, 2011
• Best Structured Products Provider – Shares Awards 2010
• Best Service to IFAs – Professional Adviser PPR Structured
Products Awards 2009 and 2010
• Best Marketing Material – Professional Adviser PPR
Structured Products Awards 2010
• Best Website – Professional Adviser PPR Structured
Products Awards 2010
So why not judge for yourself?
www.investecstructuredproducts.com
For technical enquiries
020 7597 4065To order client literature
08000 890 305
Winning the Best Investment Bond Provider award is a great
achievement and demonstrates the strength of our product.
We recognise that more than ever, advisers have a choice as to where
they place their client’s business and it is therefore vitally important to
provide an excellent product. Winning this award underlines our
resolute focus on putting advisers and customers at the heart of our
service.
Collecting the award, Paul Fidell, Senior Business Development
Manager – Investments, said: “I was delighted to collect this award on
behalf of Prudential. The award is testament to the skills and
hard work of everyone involved in one of our major products.”
ContactAddress
Prudential
STIRLING
FK9 4UE
Telephone
Free phone 0808 234 0808
Website
www.pruadviser.co.uk
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Paul Fidell (SeniorBusiness Development Manager – Investments) of Prudential and Natasha Kaplinsky
“
”
Best Investment
Bond Provider
WINNER
HIgHLy CommENdEd
Sterling
CommENdEd
MetLife
fINALIsts
AXA Wealth
Canada Life
Skandia
36
Investment Life & Pensions
Moneyfacts®
Awards 2011
FOR ADVISER USE ONLY – NOT APPROVED FOR USE WITH CLIENTS.
A choice of multi-asset propositions, offering expert asset allocation and global diversification, can help you spend more time on what really matters – your client relationships.
Find out more at pruadviser.co.uk/multiasset
OUR MULTI-ASSETPROPOSITIONS CAN HELP YOU FOCUS ON MORE IMPORTANT THINGS
Your clients, for example
Canada Life is proud to receive the title of Best Tax and Estate
Planning Solutions Provider and would like to thank those
advisers who value the quality and flexibility of its
comprehensive range of solutions.
John Occleshaw, Managing Director of Individual Business at Canada
Life, commented on the company’s success:
We have always been known for technical expertise, and have
recently re-launched our technical support under the brand ican. This
newly re-launched proposition will ensure technical information can
be delivered to advisers in the right way and at the right time
for both onshore and offshore investment business.
ContactAddress
Canada Life Place,
Potters Bar,
Herts
EN6 5BA
Telephone
Your local account manager or Technical
Services on 01707 422999
Website
www.canadalife.co.uk/ifa
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Jeremy Pearson (Technical Support Manager) of Canada Life and Natasha Kaplinsky
“
”
Best tax and Estate Planning
solutions Provider
WINNER
HIgHLy CommENdEd
Octopus Investments
CommENdEd
WAY Group
fINALIsts
AXA Wealth
IOMA
Zurich
38
Investment Life & Pensions
Moneyfacts®
Awards 2011
Having access to accurate technical information is important for you. But it’s arguably even more important that the information you get isrelevant to you. Our Technical Services Team understand this fact, and are dedicated to identifying the data that will really add value for your clients, and therefore make a difference to your business.
We’ve recently united our Technical Services offering under the icanbanner, a new initiative that reflects our commitment to helping you grow.
Canada Life Limited, registered in England no. 973271. Registered office Canada Life Place, Potters Bar, Hertfordshire EN6 5BA. Tel: 0845 7226232 Fax: 01707 646088 www.canadalife.co.uk Canada Life International Limited, Canada Life House, Alexandra Road, Castletown, Isle of Man IM9 1TG Tel: +44 (0) 1624 820200 Fax: +44 (0) 1624 820201 www.canadalifeint.com Registered in the Isle of Man no. 33178. Member of the Association of International Life Offices. Canada Life group consists of Canada Life Limited, Canada LifeAsset Management Limited (both authorised and regulated by the Financial Services Authority), Canada Life International Limited and CLI Institutional Limited (Isle of Man registeredcompanies authorised and regulated by the Isle of Man Insurance and Pensions Authority). All promotional material produced is approved by Canada Life Limited.
Technical ServicesEmpowering Professional Advisers
The righttechnicalsupport couldgrow yourbusiness.Who can help?
Technical Services: 01707 [email protected]
Call your local account manager first to find out more.
We are delighted to have received the Moneyfacts Best Ethical
Investment Provider Award for the third year running. It is
particularly pleasing because these awards are voted for by the
IFA community. The award reflects our progress over the last 3 years,
since the launch of our extended Amity fund range and recognises our
commitment to the ethical investment market.
Our Amity Funds have again performed strongly this year, with the
Amity International Fund winning the Lipper Global Equity
Best Fund award over 5 years and the Best Global Large-Cap
Equity Fund from Morningstar
ContactAddress
Ecclesiastical Investment Management
19-21 Billiter Street
London
EC3M 2RY
Telephone
0845 604 4056
Website
www.ecclesiastical.com/ifa
“
”
Best Ethical Investment
Provider
WINNER
HIgHLy CommENdEd
Friends Life
CommENdEd
AEGON Asset Management
fINALIsts
Aviva
Jupiter
The Co-operative Asset Management
40
Investment Life & Pensions
Moneyfacts®
Awards 2011
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Neville White (SeniorSocially Responsible Analyst) of Ecclesiastical and Natasha Kaplinsky
The Amity International Fund. Proof that consistent performance and social responsibility can go together.
You can find us on most platforms including:
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At LV=, we believe that income protection should be at the
heart of financial planning.
We are the UK’s most recommended IP provider by advisers. And
we’re continuing to innovate to make income protection easier to
understand and to help grow the market. Why not check out our
£1,000 benefit guarantee, our interactive budget planner or the LV=
income tower?
We’re honoured to have been voted the Best Income Protection
Provider in this year’s awards and would like to say a big ‘thank you’ to
all those who have chosen to work with LV= this year. And if
you haven’t used LV= for income protection before, we’d love
you to try us.
ContactEmail [email protected] Telephone 0845 6020690
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Iain Clark (ManagingDirector Protection) of LV= and Natasha Kaplinsky
“
”
Best Income
Protection Provider
WINNER
HIgHLy CommENdEd
Exeter Family Friendly
CommENdEd
Cirencester Friendly
fINALIsts
Bright Grey
Friends Life
Unum
42
Investment Life & Pensions
Moneyfacts®
Awards 2011
Website LV.com/adviser
Scan the QR code to see how LV= can help you and your clients. How do I scan a QR code? Search for a scanner on your app store.
For financial advisers only
21121308 09/11
You’ll
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Looking for the Income Protection
experts?
Protection Pensions Annuities Equity Release LV.com/loveus
Best Income Protection Provider
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Scan the QRcode to see
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21121308 09/11
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At Simplyhealth we are delighted to have been acclaimed as
Best Health Cash Plan Provider at this year’s Investment Life
and Pensions Moneyfacts Awards. This is especially satisfying
as intermediaries we work with on a daily basis have voted for the
value of our plans and our high levels of customer service.
At Simplyhealth we strive to provide personal customer service,
whether that’s to an individual purchasing a cash plan to cover
their family or a large company providing a cash plan as an
employee benefit.
Call us on 0800 294 7303.
ContactIntermediary Consultants
Telephone: 0800 294 7303 Email: [email protected]
Website: www.simplyhealth.co.uk
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Mike Wagg (Head ofIntermediary Sales) of Simplyhealth and Natasha Kaplinsky
“
”
Best Health Cash
Plan Provider
WINNER
HIgHLy CommENdEd
Medicash
CommENdEd
Health Shield
fINALIsts
Bupa
Westfield Health
WPA
44
Investment Life & Pensions
Moneyfacts®
Awards 2011
We can shape a plan around your clients’ individual needs
Another reason why businesses trust Simplyhealth
To find out more about how we can help you and your clients call 0800 294 7303 or email [email protected]
Whatever level of healthcare your clients want to offer their employees, Simplyhealth can help create the
perfect plan. Our flexible range of health plans are simple to set up, simple to manage, and simple to tailor to
your clients’ needs. So whether they’re looking to provide cash plans, dental plans, private health insurance
or self funded health plans, Simplyhealth has a solution you can trust.
Simplyhealth is a trading name of Simplyhealth Access, registered and incorporated in England and Wales, No.183035. Registered office: Hambleden House, Waterloo Court, Andover, Hampshire, SP10 1LQ. Authorised and regulated by the Financial Services Authority. Your calls may be recorded and monitored for training and quality assurance purposes.
Private health insurance Health cash plans Dental plans Self funded health plans
1110
048
This is the sixth consecutive year that Canada Life has won the
Most Competitive Annuity Provider award and demonstrates
their commitment to offering competitive rates on a wide
range of traditional, enhanced and purchased life annuities plus their
flexible Annuity Growth Account.
Peter Gould, Annuity Development Manager at Canada Life,
commented on the company’s success:
In recent years the annuity market place has become increasingly
competitive so we are therefore delighted to receive this award for the
6th year running. It demonstrates that in addition to our great
financial strength and service proposition, we are continuing to
provide market-leading rates for advisers and their clients.
ContactAddress
Canada Life Place,
Potters Bar,
Herts
EN6 5BA
Telephone
0845 300 3199
Website
www.canadalife.co.uk/ifa
L - R: Richard Eagling of Investment, Life & Pensions Moneyfacts, Tracy Woodward(Head of Marketing, Individual Business) of Canada Life and Natasha Kaplinsky
“
”
most Competitive
Annuity Provider
WINNER
HIgHLy CommENdEd
Hodge Lifetime
CommENdEd
Saga
fINALIsts
Aviva
Legal & General
Standard Life
46
Investment Life & Pensions
Moneyfacts®
Awards 2011
This is the sixth consecutive year that Canada Life has won the MostCompetitive Annuity Provider award and demonstrates our commitmentto offering competitive rates on a wide range of traditional, enhanced andpurchased life annuities plus our flexible Annuity Growth Account.
Canada Life Limited, registered in England no. 973271. Registered office Canada Life Place, Potters Bar, Hertfordshire EN6 5BA. Tel: 0845 7226232 Fax: 01707 646088 www.canadalife.co.uk Canada Life International Limited, Canada Life House, Alexandra Road, Castletown, Isle of Man IM9 1TG Tel: +44 (0) 1624 820200 Fax: +44 (0) 1624 820201 www.canadalifeint.com Registered in the Isle of Man no. 33178. Member of the Association of International Life Offices. Canada Life group consists of Canada Life Limited, Canada LifeAsset Management Limited (both authorised and regulated by the Financial Services Authority), Canada Life International Limited and CLI Institutional Limited (Isle of Man registeredcompanies authorised and regulated by the Isle of Man Insurance and Pensions Authority). All promotional material produced is approved by Canada Life Limited.
Canada Life winsMost Competitive Annuity ProviderMarket leading rates
Call our dedicated Annuity Quotation Team: 0845 300 3199
email: [email protected]
Moneyfacts Group plc, Moneyfacts House, 66-70 thorpe road, norwich nr1 1BJ tel: 01603 476476 fax: 01603 476477
email: [email protected] www.moneyfacts.co.uk
ReadeRs aRe Reminded that mOneYFaCts®
is COPYRiGht and that PhOtOCOPYinG it is iLLeGaL.
Investment Life & Pensions
Moneyfacts®
Awards 2011
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