investment life & pensions moneyfacts awards 2011 winners supplement

Investment Life & Pensions

Moneyfacts®

Awards 2011

Awards supplement 2011

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


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


Moneyfacts®

Awards 2011

1

7

Best Multi Manager Provider

Winner

Omnis Investments

Highly Commended


Commended

Jupiter

Best Wrap/Platform

Winner


Highly Commended

Novia

Commended

Transact

Best Structured Products Provider

Winner


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


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


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

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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


CommENdEd

Morgan Stanley

fINALIsts

Incapital

Legal & General

Meteor

12


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


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


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


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


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

Email

[email protected]

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


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


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

“

”


WINNER

HIgHLy CommENdEd

Bridgewater Equity Release

CommENdEd

Aviva

fINALIsts

Just Retirement

New Life Mortgages

Stonehaven

26


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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Looking for �exible

Equity Release?

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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


Standard Life

28


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

Email

[email protected]

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


CommENdEd

Jupiter

fINALIsts

Architas Multi Manager

Legal & General

Skandia

30


Moneyfacts®

Awards 2011

Lancaster LondonFriday 21 September 2012


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


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


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


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


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


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


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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oftalt pson ms od unn fiau coY

:gnidulcns imr

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


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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experts?

Protection Pensions Annuities Equity Release LV.com/loveus


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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


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


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.


Moneyfacts®

Awards 2011

Ref:

ILPA

S-1

26-1

011

investment life & pensions moneyfacts awards 2011 winners supplement

Documents

best products

best ssas provider

best investment bond

best personal pension

best group pension provider

best tax

best wrapplatform

best investment service