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Full categories, shortlists and booking forms for the 2012 Investment Life & Pensions Moneyfacts AwardsTRANSCRIPT
Lancaster London Hotel
Friday 21 September 2012
Shortlists and Booking Information
Investment Life & Pensions
Moneyfacts®
Awards 2012
Now in their 11th year, the Investment Life & Pensions Moneyfacts Awards have become highly sought
after accolades of excellence, rewarding the products and providers that have excelled over the past
twelve months.
With finance stories continuing to dominate newspaper front pages, advisers are more eager than ever to
ensure that the products they recommend offer the best value for money and a first class client
experience. One of the main reasons why the Investment Life & Pensions Moneyfacts Awards are so
valuable is the rigorous process by which the winners are decided.
This year’s ‘must attend’ event will take place on the 21 September 2012 and will be hosted by TV
presenter Kate Silverton.
I hope to see you there.
Richard Eagling
Editor, Investment Life & Pensions Moneyfacts
The event
BOOKNOWClick here to book your table at the Investment
Life & Pensions Moneyfacts Awards 2012
The shortlists for our adviser awards will be available mid-July 2012
Contact [email protected] to be notified.
Introducer Category finalists
Best Retirement Adviser
sponsored by:
Best Investment Adviser
sponsored by:
Best Tax and Estate Planner
sponsored by:
GoodAdviceAwards 2012
Investment Life & Pensions
Moneyfacts®
Investment Life & PensionsAwards finalists
Best Investment Service
Canada Life
Invesco Perpetual
M&G Investments
Octopus Investments
Prudential
Seven Investment Management
Skandia
Sterling
Best Protection Service
AEGON
Ageas
Aviva
Bright Grey
Legal & General
LV=
PruProtect
Zurich
Best Pension Service
AEGON
Aviva
AXA Wealth
LV=
Prudential
Scottish Life
Scottish Widows
Standard Life
Best Annuity Service
Aviva
Canada Life
Just Retirement
Legal & General
LV=
MGM Advantage
Partnership
Prudential
Investment Life & Pensions
Moneyfacts®
Awards 2012
Best Structured Products Service
Barclays Wealth
Cater Allen
Gilliat Financial Solutions
Investec Structured Products
Legal & General
Meteor Asset Management
Morgan Stanley
Royal Bank of Scotland
Best Online Service
Aviva
Cofunds
Prudential
Scottish Life
Skandia
Standard Life
Transact
Zurich
Service Beyond the Call of Duty
AXA Wealth
Canada Life
Cirencester Friendly
Partnership
Prudential
Sanlam Investments & Pensions
Scottish Life
Zurich
Innovation Award
Exeter Family Friendly (Health Choices for Me)
Friends Life (Protect+)
James Hay (iSIPP)
Just Retirement (Fixed Term Annuity)
MetLife (Managed Wealth Portfolios)
Primetime Retirement (Primetime Retirement Plan)
Prudential (PruFund Guarantees)
PruProtect (Whole of Life)
Best Personal Pension Provider
AEGON
Aviva
Prudential
Scottish Life
Scottish Widows
Skandia
Standard Life
Zurich
Best SIPP Provider
A J Bell
Hornbuckle Mitchell
James Hay Partnership
LV=
Rowanmoor Pensions
Standard Life
Suffolk Life
Xafinity SIPP
Best SSAS Provider
A J Bell
Curtis Banks
Hazell Carr SSAS (Xafinity)
Hornbuckle Mitchell
InvestAcc
James Hay Partnership
Mattioli Woods
Rowanmoor Pensions
Best Group Pension Provider
AEGON
Aviva
Friends Life
Prudential
Scottish Life
Scottish Widows
Standard Life
Zurich
Best Income Drawdown Provider
A J Bell
AEGON
AXA Wealth
LV=
Prudential
Scottish Life
Standard Life
Scottish Widows
Best Enhanced Annuity Provider
Aviva
Canada Life
Just Retirement
Legal & General
LV=
MGM Advantage
Partnership
Prudential
Best Third Way Product Provider
AEGON
AXA Life Europe
Just Retirement
LV=
MetLife
Best Equity Release Provider
Aviva
Bridgewater Equity Release
Hodge Lifetime
Just Retirement
LV=
More 2 Life
Partnership
Stonehaven
Best Equity ISA Provider
Cofunds
F&C Investments
Fidelity Worldwide Investment
Invesco Perpetual
Jupiter
M&G Investments
Skandia
Sterling
Best Investment Fund Provider
Fidelity Worldwide Investment
Henderson Global Investors
Invesco Perpetual
Jupiter
M&G Investments
Neptune Investment Management
Newton
Sterling
Best Investment Trust Provider
Aberdeen Asset Management
Baillie Gifford
BlackRock
F&C Investments
Fidelity Worldwide Investment
Henderson Global Investors
JP Morgan Asset Management
Witan
Best Multi Manager Provider
Architas Multi Manager
Cazenove Capital
Henderson Global Investors
Jupiter
Omnis Investments
Seven Investment Management
Skandia
Thames River Capital
Best Absolute Return Fund Provider
BlackRock
Henderson Global Investors
Ignis Asset Management
Kames Capital
Newton
Ruffer
Standard Life Investments
Threadneedle Asset Management
Best Wrap/Platform
Ascentric
AXA Elevate
Cofunds
Fidelity FundsNetwork
Novia
Seven Investment Management
Skandia
Transact
Best Structured Products Provider
Barclays Wealth
Cater Allen
Gilliat Financial Solutions
Investec Structured Products
Legal & General
Morgan Stanley
Royal Bank of Scotland
Skipton Building Society
Best Investment Bond Provider
Aviva
AXA Wealth
Canada Life
Legal & General
MetLife
Prudential
Skandia
Sterling
Best Tax and Estate Planning
Solutions Provider
Canada Life
Downing LLP
Legal & General
Octopus Investments
Prudential
Royal London 360o
WAy Group
Zurich
Best Ethical Investment Provider
Aviva
Ecclesiastical Investment Management
F&C Investments
Friends Provident
Jupiter
Kames Capital
Sarasin & Partners
The Co-operative Asset Management
Best Junior ISA Provider
A J Bell
Alliance Trust Savings
Family Investments
Fidelity FundsNetwork
Healthy Investment
Redmayne Bentley
Scottish Friendly Society
The Children’s Mutual
Best Income Protection Provider
Aviva
British Friendly
Cirencester Friendly
Exeter Family Friendly
Friends Life
Legal & General
LV=
Zurich
Best Critical Illness Provider
Aviva
Bright Grey
Friends Life
Legal & General
LV=
PruProtect
Scottish Provident
Zurich
Best Private Medical Insurance Provider
Aviva
AXA PPP Healthcare
Bupa
Exeter Family Friendly
PruHealth
Simplyhealth
WPA
Best Group Protection Provider
Aviva
Canada Life
Friends Life
Legal & General
Lutine Assurance
MetLife
Unum
Zurich
Best Health Cash Plan Provider
BHSF
Bupa
Engage Mutual
Healthshield
Medicash
Simplyhealth
Westfield Health
WPA
Best Business Protection Provider
AEGON
Aviva
Bright Grey
Legal & General
Lutine Assurance
PruProtect
Scottish Provident
Zurich
Most Competitive Annuity Provider
Aviva
Canada Life
Hodge Lifetime
Legal & General
Prudential
Saga
Best Term Assurance Provider - Direct
AA Insurance Services
Asda Financial Services
Barclays
Sainsbury’s Bank
Tesco Bank
The Post Office
Best Term Assurance Provider - IFA
AEGON
Aviva
Friends Life
Legal & General
LV=
Zurich
The Ceremony
There will be a lunchtime celebration on Friday 21 September 2012 at the Lancaster London Hotel.
The event will begin with a champagne reception at 12pm, followed by a delicious three course lunch.
The awards ceremony will follow, hosted by TV presenter Kate Silverton. Kate will expertly steer you
through an afternoon of celebration.
After the show you can join our post-awards bar and games area.
The entertainment will end at 6pm.
Sponsorship Opportunities
There are a limited number of sponsorship packages available.
For more information contact Beth Baxter on 01603 476 858.
BOOKNOWClick here to book your table at the Investment
Life & Pensions Moneyfacts Awards 2012
Accommodation
We have arranged a hotel booking service with our partner The Corporate Team. They will search for
the most appropriate rooms for you, either at the awards venue or close by, dependent on your budget.
Visit http://www.corporateteam.com/eventsv2/evnt_home.aspx?evnt=5555MFA to view the
options. Guests are responsible for their own room and incidental charges.
Booking
The Investment Life & Pensions Moneyfacts Awards continue to grow significantly year-on-year and we
anticipate a busy day, so please book early to avoid disappointment! There will be standard, premium and
finalist table packages of 10, all of which include a champagne reception, three course lunch, an allocation
of wine per table and entertainment.
Please complete the table booking form overleaf, click the button below to book online, or contact Anne
Joyce on 01603 476 108 or [email protected].
BOOKNOWClick here to book your table at the Investment
Life & Pensions Moneyfacts Awards 2012
Booking Information
To confirm your attendance at the Investment Life & Pensions Moneyfacts Awards Ceremony and lunch
on Friday 21 September 2012 at the Lancaster London Hotel, please click on the button below or
complete the following form using block capitals and return to: Anne Joyce, Moneyfacts Group plc,
Moneyfacts House, 66-70 Thorpe Road, Norwich NR1 1BJ
or fax to 0845 168 9638.
Packages available:
Standard tables of 10 include the champagne reception, three course meal, an allocation of wine at the
table and entrance to the post-awards entertainment.
Premium tables of 10 include all the above, with the addition of your logo shown as a supporter of the
event, VIP champagne reception, dedicated hostesses, premium wines at the table, liqueurs/brandy after
the meal and priority seating at the ceremony.
Exclusive finalist package includes a premium table and a finalist logo.
Booking Form
Please book: ____ standard tables of 10 at £1,895 plus VAT
____ premium tables of 10 at £3,195 plus VAT
____ finalists tables of 10 at £3,995 plus VAT
Table host name:
Job title:
your name:
Job title:
Company:
Address:
Post code:
Tel: Fax:
Email:
Please contact me for credit card payment
Please invoice me
Signature Date / /
The booking will remain provisional until receipt of payment. We will require your guest names and
dietary requirements at least two weeks prior to the event, at which stage tickets will be sent out.
Payment must be received prior to the event.
Our main use of your personal information is to provide the specific service or product that you have requested. We will not disclose any personal information to outside
organisations unless required to do so by law. Occasionally we may contact you by letter, telephone, fax, e-mail or otherwise to inform you about other Moneyfacts Group plc
products and services that may interest you. If you wish to exercise your right to opt out simply tick this box
MONEyFACTS GROuP plc, Moneyfacts House, 66 - 70 Thorpe Road, Norwich NR1 1BJTel: 01603 476476 Fax: 01603 476477
email: [email protected]: ILPBF-173-0612
Group plcMoneyfacts®