investment life & pensions moneyfacts awards 2010 - winners supplement

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Awards supplement 2010 Awards 2010 Investment Life & Pensions Moneyfacts ® Investment Life & Pensions Moneyfacts ®

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A look through the winners and runners up of the 2010 Investment Life & Pensions Awards.

TRANSCRIPT

Awards supplement 2010

Awards 2010

Investment Life & Pensions

Moneyfacts®

Investment Life & Pensions

Moneyfacts®

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:05 Page 1

2

Contents

Celebrating Welcome to our special

supplement celebrating the

winners of the 2010

Investment Life & Pensions

Moneyfacts Awards. Now in

their ninth year, our annual

awards reward those

providers that have delivered

the most competitive

products, the best levels of

service and shown the greatest

innovation during the last

twelve months.

With finance stories continuing

to dominate newspaper

front pages, advisers are

understandably more eager

than ever to ensure that the

products and providers that

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 have

become such a highly sought

after accolade of excellence is

the rigorous process by which

the winners are decided.

Our awards are based on a

combination of the vast

amounts of data that we

Awards 2010

Investment Life & Pensions

Moneyfacts®

Winners List........................................4,5

Prudential...............................................6

LV= .......................................................8

Scottish Life .........................................10

Merchant Investors..............................12

The Royal Bank of Scotland .................14

A J Bell .................................................16

Rowanmoor Pensions ..........................18

Partnership ..........................................20

Aviva ....................................................22

Investec Structured Products ..............24

Ecclesiastical ........................................26

Canada Life ..........................................28

AA........................................................30

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:06 Page 2

3

g the class of 2010Our awards

are based on

a combination of the

vast amounts of data

that we research and

the opinions of our

IFA readership

who advise on

a daily basis. ”Editor,

Investment Life &

Pensions Moneyfacts

research and the opinions of

our IFA readership who advise

on a daily basis. After all, who

is in a better position than

you, the adviser, to know

which products really work

for your clients?

This year’s award winners

were unveiled at a special

ceremony held at the Marriott

Hotel, Grosvenor Square,

London on 17 September. Over

400 industry professionals from

the leading financial institutions

and industry bodies gathered at

the luncheon hosted by BBC

Radio 2’s Jeremy Vine. Thirty

three awards covering the key

protection, retirement and

investment products were

presented to the triumphant

providers.

Over the following pages we

showcase some of the winners

in this year’s hall of fame.

I hope that you find this

supplement a useful source of

information when advising

clients. Congratulations to all

the winners, and a special

thank you to all of you who

took the time to vote.

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:06 Page 3

4

Winners List 2010

Best Online Service

Winner Standard Life

Highly Commended Skandia

Commended Zurich

Service Beyond the Call of Duty

Winner Merchant Investors

Highly Commended Partnership

Commended MetLife

Innovation Award

Winner RBS (AutoPilot and Navigator)

Highly Commended

MGM Advantage (Flexible Income Annuity)

Commended

Bright Grey (Relevant Life Policy)

Best Personal Pension Provider

Winner Scottish Widows

Highly Commended AEGON

Commended Scottish Life

Best SIPP Provider

Winner A J Bell

Highly Commended Hornbuckle Mitchell

Commended Standard Life

Best SSAS Provider

Winner Rowanmoor Pensions

Highly Commended The IPS Partnership

Commended A J Bell

Best Group Pension Provider

Winner AEGON

Highly Commended Scottish Life

Commended Scottish Widows

Best Income Drawdown Provider

Winner Scottish Life

Highly Commended Standard Life

Commended AEGON

Best Enhanced Annuity Provider

Winner Partnership

Highly Commended Just Retirement

Commended MGM Advantage

Best Third Way Product Provider

Winner MetLife

Highly Commended Living Time

Commended LV=

Best Lifetime Mortgage Provider

Winner Aviva

Highly Commended LV=

Commended Just Retirement

Best Home Reversion Provider

Winner Bridgewater Equity Release

Highly Commended Aviva

Commended Home & Capital

Awards 2010

Investment Life & Pensions

Moneyfacts®

Best Investment Service

Winner Prudential

Highly Commended Sterling

Commended

Seven Investment Management

Best Protection Service

Winner LV=

Highly Commended Bright Grey

Commended Zurich

Best Pension Service

Winner Scottish Life

Highly Commended AEGON

Commended Prudential

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:07 Page 4

5

Best ISA Provider

Winner M&G Investments

Highly Commended Sterling

Commended Skandia

Best Unit Trust/OEIC Provider

Winner Neptune Investment Management

Highly Commended Invesco Perpetual

Commended M&G Investments

Best Investment Trust Provider

Winner JP Morgan Asset Management

Highly Commended F&C Investments

Commended Baillie Gifford

Best Multi Manager Provider

Winner Seven Investment Management

Highly Commended Omnis Investments

Commended Jupiter

Best Fund Supermarket/Platform

Winner Cofunds

Highly Commended Fidelity FundsNetwork

Commended Skandia

Best Structured Products Provider

Winner Investec Structured Products

Highly Commended Morgan Stanley

Commended RBS

Best Investment Bond Provider

Winner Sterling

Highly Commended Prudential

Commended MetLife

Best Tax and Estate Planning

Solutions Provider

Winner Octopus Investments

Highly Commended Canada Life

Commended Zurich

Best Ethical Investment Provider

Winner Ecclesiastical Investment

Management

Highly Commended Friends Provident

Commended AEGON Asset Management

Best Child Trust Fund Provider

Winner Family Investments

Highly Commended The Children’s Mutual

Commended F&C Investments

Best Income Protection Provider

Winner LV=

Highly Commended Friends Provident

Commended Cirencester friendly

Best Critical Illness Provider

Winner Zurich

Highly Commended BUPA

Commended PruProtect

Best Private Medical Insurance Provider

Winner BUPA

Highly Commended PruHealth

Commended Aviva UK Health

Best Health Cash Plan Provider

Winner Simplyhealth

Highly Commended BUPA

Commended Medicash

Best Group Protection Provider

Winner Canada Life

Highly Commended Unum

Commended Lutine Assurance

Most Competitive Annuity Provider

Winner Canada Life

Highly Commended Aviva

Commended AEGON

Most Competitive Term Assurance

Direct Provider

Winner AA Insurance Services

Highly Commended Sainsbury’s Finance

Commended The Post Office

Most Competitive Term Assurance

IFA Provider

Winner Legal & General

Highly Commended AXA

Commended Aviva

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:07 Page 5

Best Investment service

WINNER

HIgHly CommENdEd

Sterling

CommENdEd

Seven Investment

Management

fINalIsts

Jupiter

MetLife

Skandia

Good service means different things to different people. At

Prudential it’s about a strong proposition, well delivered and

efficiently administered.

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 the best all round levels of service that we can and constantly

seek ways to improve them.

Prudential Product Director, John Warburton, commented ‘This

reward is testimony to the effort and commitment shown by

Prudential in providing advisers with the quality of service to

best meet their client’s needs. We are delighted to be

recognised for such a significant element of our business’.

Contact

Address

Prudential

STIRLING

FK9 4UE

Telephone

Free phone 0808 234 0808

Website

www.pruadviser.co.uk

6

John Warburton, Product Director, Prudential, receives the trophy from RichardEagling (left) of Moneyfacts and Jeremy Vine

Awards 2010

Investment Life & Pensions

Moneyfacts®

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:09 Page 6

FOR ADVISER USE ONLY – NOT APPROVED FOR USE WITH CLIENTS.

WHATEVER THE RISK APPETITE, WE’VE FUNDS TO SUIT ALL TASTES

PruFund is just for starters

As an alternative to our unique PruFund range, why not consider our risk targeted choice of Dynamic Portfolios. Or, for those wanting to choose from an independently selected guided architecture fund range, we’ve teamed up with OBSR to provide PruSelect.

All this and With-Profits too, wrapped up in award winning service.

To find out more, please talk to your account manager or visit pruadviser.co.uk

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:48 Page 7

Best Protection service

WINNER

HIgHly CommENdEd

Bright Grey

CommENdEd

Zurich

fINalIsts

Aviva

BUPA

Legal & General

We were thrilled to have been shortlisted in eight categories

in this year’s ILP Moneyfacts Awards and delighted that LV=

was awarded:

• Best Protection Service

• Best Income Protection Provider

• Highly commended for Best Lifetime Mortgage Provider

• Commended for Best Third Way Product Provider

The votes and awards from advisers and peers support LV=’s

growing reputation as a leading retirement and protection specialist.

We’re committed to providing competitive, transparent products

that offer great value. And it’s fantastic that more advisers are

choosing LV= as their provider of choice and really

appreciating the quality of our service.

Contact

Address

LV=

County Gates

Bournemouth

BH1 2NF

Telephone

0845 602 0690

Website

LV.com/adviser

8

Lisa Mundy, Head of Customer Experience – Protection, LV=, receives the trophy fromRichard Eagling (left) of Moneyfacts and Jeremy Vine

Awards 2010

Investment Life & Pensions

Moneyfacts®

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:11 Page 8

PROTECTION PENSIONS ANNUITIES EQUITY RELEASE INVESTMENTS

To �nd out more visit LV.com/adviser or call 0845 602 0690*

I love it when my clients feel secure.

So do we. Simply, our income protection works when your clients can’t.Choose LV= with con�dence for award-winning cover and service.

This is for �nancial advisers only.

* For Textphone, dial 18001 �rst. We may record and/or monitor your calls for training and audit purposes.

21016054 10/10

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:49 Page 9

Best Pension service

WINNER

HIgHly CommENdEd

AEGON

CommENdEd

Prudential

fINalIsts

AXA

Scottish Widows

Standard LifeContact

Address

Scottish Life

St. Andrew House

1 Thistle Street

Edinburgh

EH2 1DG

Telephone

0845 60 40 800

Website

www.scottishlife.co.uk/bestpensionservice

10

Paul England, Head of Branch Sales - South, Scottish Life, receives the trophy fromRichard Eagling of Moneyfacts and Jeremy Vine

Awards 2010

Investment Life & Pensions

Moneyfacts®

We’re delighted to win the award for Best Pension Service.

As an IFA-focussed business we’ve worked hard to really understand

what our customers want and then deliver this.

That’s why our flagship personal pension - Pension Portfolio - offers:

• a 5 star service team dedicated to making it as easy

as possible for you to do business with us

• a product that helps advisers provide a compliant service

• governed investment solutions tailored to suit adviser

and customer needs

• competitive charges and flexible remuneration.

For more information visit www.scottishlife.co.uk/bestpensionservice

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:21 Page 10

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:49 Page 11

service Beyond

the Call of duty

WINNER

HIgHly CommENdEd

Partnership

CommENdEd

MetLife

fINalIsts

LV=

Prudential

Zurich

Merchant Investors is a provider of flexible and competitive life

and pension products. We have over 30 years experience in

this market and have established ourselves as a truly customer

focused provider. Accel Solutions is the newest offering for IFA firms

which combines asset allocation with fund selection to create a range

of model portfolios based on different attitudes to risk.

Merchant Investors has in excess of £1.5 billion of assets under

management, and is owned by the Sanlam Group, South Africa’s

second largest insurer. Sanlam have an AA+ national Long Term

rating from Fitch International and have over £35 billion

assets under management.

ContactAddress

Merchant Investors

St Bartholomew’s House

Lewins Mead

Bristol

BS1 2NH

Telephone

0117 975 2355

email [email protected]

Website:

www.merchant-investors.co.uk

12

Joanna Bambrough, Head of New Business Procurement, Merchant Investors, receivesthe trophy from Richard Eagling (left) of Moneyfacts and Jeremy Vine

Awards 2010

Investment Life & Pensions

Moneyfacts®

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:23 Page 12

Helping to

accelerate

your

business’s

growth.

www.merchant-investors.co.uk

14:57:06

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:50 Page 13

Innovation award

WINNER

HIgHly CommENdEd

MGM Advantage (FlexibleIncome Annuity)

CommENdEd

Bright Grey (Relevant LifePolicy)

fINalIsts

Canada Life (GuaranteedRetirement Plan)LV= (Protected RetirementPlan)

MetLife (Income for Life)

Commenting on the Award win, Zak de Mariveles, Managing

Director, UK Structured Product Sales, said: “For the panel to

select ‘Autopilot’ and ‘Navigator’ as the most innovative products is a

great result for RBS. This is a highly competitive space and despite

being in the market for little more than a year, the Autopilot and

Navigator investment plans have clearly hit the right note with the

IFA industry. We are extremely pleased with how well these products

have been received and continue to look for ways to meet the

needs of our clients.”

Contact

Address

Equity Derivatives and Structured Retail UK

The Royal Bank of Scotland

1st Floor, 250 Bishopsgate

London

EC2M 4AA

Website

www.rbs.co.uk/ifa

14

Zak de Mariveles, Managing Director, UK Structured Product Sales, receives thetrophy from Richard Eagling of Moneyfacts and Jeremy Vine

Awards 2010

Investment Life & Pensions

Moneyfacts®

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:25 Page 14

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:51 Page 15

Best sIPP Provider

WINNER

HIgHly CommENdEd

Hornbuckle Mitchell

CommENdEd

Standard Life

fINalIsts

Merchant Investors

Suffolk Life

The IPS Partnership

We are delighted that A J Bell won the Best SIPP Provider

award for the 3rd year running. It shows that our focus on

low cost, online products underpinned with quality service continues

to be appreciated by advisers and their clients. Sippcentre has

afforded clients a low cost means to invest in a wide range of

investments whilst simultaneously offering the adviser access to

considerable online valuation and transactional capability. With new

products and online tools planned for 2011 we will be looking

to maintain and further enhance our reputation for

innovation and service delivery.

Contact

Address

A J Bell

Trafford House,

Chester Road,

Manchester

M32 0RS

Telephone

0845 40 89 100

Fax

0845 40 89 200

Email

[email protected]

Website

www.ajbell.co.uk

16

Helen Pearce, Client Services Manager, A J Bell, receives the trophy from RichardEagling of Moneyfacts and Jeremy Vine

Awards 2010

Investment Life & Pensions

Moneyfacts®

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:26 Page 16

Life and Pensions

Winner

FREE

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:52 Page 17

Best ssas Provider

WINNER

HIgHly CommENdEd

The IPS Partnership

CommENdEd

A J Bell

fINalIsts

AXA

Hornbuckle Mitchell

Standard Life

Contact

Address

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

18

Mr Ian Hammond, Managing Director, Rowanmoor Pensions, receives the trophy fromRichard Eagling of Moneyfacts and Jeremy Vine

Awards 2010

Investment Life & Pensions

Moneyfacts®

“Best SSAS Provider” Rowanmoor Pensions is the UK’s largest

independent SSAS provider and a bespoke SIPP operator.

Rowanmoor Pension is the largest SSAS provider because we do not

compromise service quality. We are delighted that this has been

endorsed, once again, by Investment Life and Pensions Moneyfacts’

independent research and the advisory community.

Rowanmoor Pensions is focused on sustaining high-quality, personal

service for all customers. The award recognises the expertise and

commitment of our dedicated staff, together with our ongoing drive for

improvement in an industry where diligence, professionalism

and strong customer service are essential.”

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:27 Page 18

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Rowanmoor Pensions is a trading name of the Rowanmoor Group plc companies.

Rowanmoor Group plc is registered in England (no. 5792242) at Rowanmoor House, 46-50 Castle Street, Salisbury SP1 3TS.

qÉäÉéÜçåÉW=MUQQR=QQM=QQM=√=c~ñW=MUQQR=QQM=RMMÉåèìáêáÉë]êçï~åãççêKÅçKìâ=√ ïïïKêçï~åãççêKÅçKìâ

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R ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:52 Page 19

Best Enhanced

annuity Provider

WINNER

HIgHly CommENdEd

Just Retirement

CommENdEd

MGM Advantage

fINalIsts

Canada Life

LV=

Prudential

Partnership has been voted as “Best Enhanced Annuity

Provider” at The Investment Life & Pensions Moneyfacts

Awards 2010. They were also Highly Commended in the category of

“Service Beyond the Call of Duty”. The awards were accepted by Jane

Kennedy, Chief Operating Officer, who said “These awards are

testament to Partnership’s continuing efforts to provide the highest

possible level of service to the advisers we support. 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 in these awards.”

ContactAddress

Partnership

Sackville House

143-149 Fenchurch Street

London

EC3M 6BN

Telephone

0845 108 7240

Fax

0845 108 7238

email

[email protected]

Website

www.partnership.co.uk

20

Jane Kennedy, Chief Operating Officer, Partnership, receives the trophy from RichardEagling of Moneyfacts and Jeremy Vine

Awards 2010

Investment Life & Pensions

Moneyfacts®

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:28 Page 20

Partnership is a trading style of The Partnership Group of Companies, which includes: Partnership Life Assurance Company Limited (registered in England and Wales No. 05465261) and Partnership Home Loans Limited (registered in England and Wales No. 05108846). Both companies are authorised and regulated by the Financial Services Authority. The registered o�ce for both companies is Sackville House, 143-149 Fenchurch Street, London EC3M 6BN.

THERE IS A WAY TO WRITE ANNUITY BUSINESS FOR SMALL FUNDS THAT IS SIMPLE, FAST AND PROFITABLE

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80% OF ALL ANNUITY FUNDS ARE UNDER £30,000

Best Enhanced AnnuityProvider

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:53 Page 21

Best lifetime mortgage Provider

WINNER

HIgHly CommENdEd

LV=

CommENdEd

Just Retirement

fINalIsts

Hodge Lifetime

New Life Mortgages

Scottish Widows Bank

We are delighted to have been recognised by ILP Moneyfacts as

the Best Lifetime Mortgage Provider for the Third year

running. This award is recognition for the commitment and

investment that Aviva has made in keeping our promises and working

hard to make our sector work for customers and advisors. This award

means so much to all staff who work in equity release and we

would like to thank you for the continued support.

ContactAddress

Aviva Equity Release

Head Office

St. Helen’s

1 Undershaft

London

EC3P 3DP

Telephone

0800 0925 895

Website

www.aviva.co.uk/equity-release

22

Dominic Fraser-Smith, Group Product Manager, Aviva, receives the trophy fromRichard Eagling of Moneyfacts and Jeremy Vine

Awards 2010

Investment Life & Pensions

Moneyfacts®

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:30 Page 22

The London Marriott Hotel Grosvenor Square

Friday 23 September 2011

Investment Life & Pensions

Moneyfacts®

Awards 2011

date for your diary

www.moneyfactsgroup.co.uk/awards

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:30 Page 23

Best structured Products Provider

WINNER

HIgHly CommENdEd

Morgan Stanley

CommENdEd

RBS

fINalIsts

Barclays Wealth

Santander

Zurich

Investec Structured Products are pleased to win Best

Structured Products Provider at the Investment Life &

Pensions Moneyfacts 2010 Awards. 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 developed our Boutique range of plans, which provide new

opportunities across different markets. 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

Email

[email protected]

Website

www.investecstructuredproducts.com

24

Colin Brockman, Investec Structured Products, receives the trophy from RichardEagling of Moneyfacts and Jeremy Vine

Awards 2010

Investment Life & Pensions

Moneyfacts®

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:30 Page 24

Deposit • InvestmentThis communication is for financial advisers only. Investec Structured Products is a trading name of Investec Bank plc, registered address 2 Gresham Street, LondonEC2V 7QP. Investec Bank plc is authorised and regulated by the Financial Services Authority.

Why not judge for yourself?

Moneyfacts has recently voted Investec ‘Best

Structured Products Provider’ at the Investment Life

& Pensions Moneyfacts Awards 2010. We are

pleased to add this to the two Professional Adviser

Awards we received for the same category in 2009

and 2010. Together with last year’s ‘Best Service to

IFAs’ and ‘Best Income Product’ category wins at

the Professional Adviser PPR Structured Products

Awards and ‘Structured Product Provider of the

Year’ at the 2009 Financial Times and Investors

Chronicle Investment Awards.

So why not judge for yourself?

To order client literature

08000 890 305For technical enquiries

020 7597 4065www.investecstructuredproducts.com

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:54 Page 25

Best Ethical

Investment Provider

WINNER

HIgHly CommENdEd

Friends Provident

CommENdEd

AEGON Asset Management

fINalIsts

Aviva

Jupiter

The Co-operative Asset Management

Contact

Address

Ecclesiastical Investment Management

19-21 Billiter Street

London

EC3M 2RY

Telephone

0845 604 4056

Website

www.ecclesiastical.com/ifa

26

Phil Baker (centre), Strategic Partnerships Manager, Ecclesiastical InvestmentManagement, receives the trophy from Richard Eagling (left) of Moneyfacts and Jeremy Vine

Awards 2010

Investment Life & Pensions

Moneyfacts®

We are delighted to have received the Moneyfacts Best Ethical

Investment Provider Award for the second year running. It is

particularly pleasing because these awards are voted for by the IFA

community and reflect our significant progress over the last 2 years,

since the launch of our extended Amity Fund range.

Our Amity Funds have performed strongly this year, with the Amity

International Fund winning the Lipper Global Equity Best Fund award

over 3 years and Robin Hepworth Fund Manager of the Year

award for the Global Equity category, also with this fund.

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:31 Page 26

Ecclesiastical Investment Management Limited

Our Amity International Fund has delivered enviable results. Not only has it performed consistently through good and bad times, it’s beaten the IMA Global Growth sector by 70.38% over the last decade.1

Plus:

The fund has been managed since launch by Citywire AAA-rated 2 and Citywire Selection Fund Manager, Robin Hepworth.

Robin Hepworth has been voted Investment Week Fund Manager of the Year (Global Equity) for 2010.

Robin is a Trustnet Alpha Manager placing him in the top 10% of all UK unit trust and OEIC managers.

The fund won the prestigious Lipper Best Fund award over 3 years (Global Equity category 2009 and 2010).

Call us on 0845 604 4056Visit us at www.ecclesiastical.com/ifa

Profi t with principles.

THE SOCIALLY RESPONSIBLE AMITY INTERNATIONAL FUND Delivering top decile performance over 1, 3, 5, 10 years and since launch.

THIS IS FOR PROFESSIONAL ADVISERS ONLY. THIS MATERIAL IS NOT SUITABLE FOR RETAIL INVESTORS WHO SHOULD NOT RELY UPON IT. 1Source: Morningstar as at 30 September 2010. Basis: mid to mid with net income reinvested. Please note that past performance is not a reliable indicator of future results, and that the value of investments can fall as well as rise and you may get back less than the amount you originally invested. 2 Source & Copyright: CITYWIRE. For the 3 years to 31 August 2010, Robin Hepworth has a Citywire AAA rating based on his risk-adjusted performance. 3 IMA Global Growth Sector as at 30 September 2010.

You’ll fi nd us on

Decile position in sector as of 30/09/20103

Amity International Fund

3 years1 year 5 years 10 years Inception09/99

GLOBAL EQUITY

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:55 Page 27

most Competitive

annuity Provider

WINNER

HIgHly CommENdEd

Aviva

CommENdEd

AEGON

fINalIsts

Legal & General

Prudential

Standard Life

ContactAddress

Canada Life

Canada Life Place

Potters Bar

Herts

EN6 5BA

Telephone

0845 300 3199

Website

www.canadalife.co.uk/ifa

28

Matt Logan (centre), Finance Director, Wealth Management, Canada Life, receives thetrophy from Richard Eagling (left) of Moneyfacts and Jeremy Vine

Awards 2010

Investment Life & Pensions

Moneyfacts®

Canada Life is delighted to be awarded the title of ‘Most

competitive annuity provider’ for 2010 for the fifth year running.

These awards are recognition for our consistently excellent rates over

a significant period of time for all sections of the guaranteed annuity

market. These high rates combined with our excellent levels of

service, short new business turnaround times and technical expertise

mean that clients and distributors alike can have high levels of

confidence in Canada Life to provide their annuity products.

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:32 Page 28

Guaranteed Retirement Plan

Protecting your future from uncertainty

Canada Life Limited, registered in England no. 973271. Registered office: Canada Life Place, Potters Bar, Hertfordshire EN6 5BA Telephone 08457 226232 Facsimile 01707 646088 www.canadalife.co.uk/ifa

Canada Life Group consists of Canada Life Limited, Canada Life Asset Management Limited (both authorised and regulated by the Financial Services Authority), Canada Life International Limited and CLI Institutional Limited (Isle of Man registered companies authorised and regulated by the Isle of Man Insurance and Pensions Authority). All promotional material produced is approved by Canada Life Limited.

• Guaranteed income

• Secured at outset for future retirement needs

• No investment risk

• No annuity risk

Canada Life is proud to announce the new Guaranteed Retirement Plan, a pension plan with no stockmarket risk, that provides your clients with a secure and guaranteed pension income that is payable for life.

The Guaranteed Retirement Plan, a product with a guarantee that is, well, guaranteed! This is a simple,transparent product that promises to give your client a known, guaranteed amount of income at a knowndate in the future.

If you have clients looking to secure guaranteed benefits for their future

then please contact us on 0845 365 1215 and we will send you more

information or for online quotations go to https://grp.canadalife.co.uk

For professional adviser use only

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:55 Page 29

most Competitive term

assurance - direct Provider

WINNER

HIgHly CommENdEd

Sainsbury’s Finance

CommENdEd

The Post Office

fINalIsts

Barclays Life

first direct

M&S Money

The AA launched its life insurance range only five years ago and

has since consistently topped the Moneyfacts best-buy tables.

The Basingstoke-based team is delighted to have won the Moneyfacts

award for Most Competitive Term Assurance – Direct Provider for the

fourth successive year. AA life products include both level term and

mortgage protection life insurance, with the option of critical illness

cover. Terminal illness cover is also included. Cover can be bought

online at www.theAA.com from as little as £6 per month –

excellent value that’s been recognised again by Moneyfacts!

ContactAddress

AA Life Insurance

Fanum House

Basing View

Basingstoke

RG21 4EA

Telephone

0800 587 2624

Website

www.theaa.com

30

Awards 2010

Investment Life & Pensions

Moneyfacts®

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:33 Page 30

Insurance

AA Life Insurance is available from Automobile Association Insurance Services Limited (AAIS) an insurance intermediary authorised and regulated by the Financial Services Authority. Registered office: Fanum House, Basing View, Basingstoke, Hampshire RG21 4EA, Registered in England and Wales. Registered number: 2414212.

Lines are open 8am to 9pm Monday to Friday, Saturday 9am to 3pm

Life Insurance

0800 316 0887or visit theAA.com

When life takes a wrong turn who can you trustto protect your clients?

For Life Insurance,choose the AA.

We’ve just won the Moneyfacts award for ‘Most Competitive Term Assurance Direct Provider’ for the fourth successive year.The AA offers Level Term and Mortgage Protection Life Insurance. Each policy includes terminal illness cover with the option to take out critical illness cover as well.

Here’s how easy it is:

call handlers.

To find out more about our award winningLife Insurance cover call 0800 316 0887

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:56 Page 31

and the winners were...

Awards 2010

Investment Life & Pensions

Moneyfacts®

Awards supplement 2010

Investment Life & Pensions

Moneyfacts®

Moneyfacts Group plc, Moneyfacts House, 66-70 thorpe road, norwich nr1 1BJ tel: 0845 1689 689 fax: 0845 1689 690

email: [email protected] www.moneyfacts.co.uk

Ref: IL

PA

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47

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10ReadeRs aRe Reminded that mOneYFaCts

®

is COPYRiGht and that PhOtOCOPYinG it is iLLeGaL.

ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:34 Page 32