ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:05 Page 1
Investment Life & Pensions
Moneyfacts 速
Awards supplement 2010
Investment Life & Pensions
Moneyfacts 速
Awards 2010
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:06 Page 2
Investment Life & Pensions
Moneyfacts 速
Awards 2010
Contents 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
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.
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.
With finance stories continuing to dominate newspaper front pages, advisers are
Our awards are based on a combination of the vast amounts of data that we
Investec Structured Products ..............24 Ecclesiastical ........................................26 Canada Life ..........................................28 AA........................................................30
2
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:06 Page 3
g the class of 2010 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.
3
“
Our 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
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Winners List 2010
Investment Life & Pensions
Moneyfacts 速
Awards 2010
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
Best Online Service Winner Standard Life Highly Commended Skandia Commended Zurich
Best Group Pension Provider Winner AEGON Highly Commended Scottish Life Commended Scottish Widows
Service Beyond the Call of Duty Winner Merchant Investors Highly Commended Partnership Commended MetLife
Best Income Drawdown Provider Winner Scottish Life Highly Commended Standard Life Commended AEGON
Innovation Award Winner RBS (AutoPilot and Navigator) Highly Commended MGM Advantage (Flexible Income Annuity) Commended Bright Grey (Relevant Life Policy)
Best Enhanced Annuity Provider Winner Partnership Highly Commended Just Retirement Commended MGM Advantage
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
4
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
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:07 Page 5
Best ISA Provider Winner M&G Investments Highly Commended Sterling Commended Skandia
Best Investment Bond Provider Winner Sterling Highly Commended Prudential Commended MetLife
Best Private Medical Insurance Provider Winner BUPA Highly Commended PruHealth Commended Aviva UK Health
Best Unit Trust/OEIC Provider Winner Neptune Investment Management Highly Commended Invesco Perpetual Commended M&G Investments
Best Tax and Estate Planning Solutions Provider Winner Octopus Investments Highly Commended Canada Life Commended Zurich
Best Health Cash Plan Provider Winner Simplyhealth Highly Commended BUPA Commended Medicash
Best Investment Trust Provider Winner JP Morgan Asset Management Highly Commended F&C Investments Commended Baillie Gifford
Best Ethical Investment Provider Winner Ecclesiastical Investment Management Highly Commended Friends Provident Commended AEGON Asset Management
Best Multi Manager Provider Winner Seven Investment Management Highly Commended Omnis Investments Commended Jupiter
Best Child Trust Fund Provider Winner Family Investments Highly Commended The Children’s Mutual Commended F&C Investments
Best Fund Supermarket/Platform Winner Cofunds Highly Commended Fidelity FundsNetwork Commended Skandia
Best Income Protection Provider Winner LV= Highly Commended Friends Provident Commended Cirencester friendly
Best Structured Products Provider Winner Investec Structured Products Highly Commended Morgan Stanley Commended RBS
Best Critical Illness Provider Winner Zurich Highly Commended BUPA Commended PruProtect
5
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 12:09 Page 6
Investment Life & Pensions
Moneyfacts
Best Investment service
®
Awards 2010
John Warburton, Product Director, Prudential, receives the trophy from Richard Eagling (left) of Moneyfacts and Jeremy Vine
“
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
WINNER
HIgHly CommENdEd Sterling CommENdEd Seven Investment Management fINalIsts Jupiter MetLife Skandia
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:48 Page 7
FOR ADVISER USE ONLY – NOT APPROVED FOR USE WITH CLIENTS.
WHATEVER THE RISK APPETITE, WE’VE FUNDS TO SUIT ALL TASTES
s r e t r a t s r o f t s u j s i PruFund 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
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Investment Life & Pensions
Moneyfacts
Best Protection service
®
Awards 2010
Lisa Mundy, Head of Customer Experience – Protection, LV=, receives the trophy from Richard Eagling (left) of Moneyfacts and Jeremy Vine
“
WINNER
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
HIgHly CommENdEd Bright Grey
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
CommENdEd Zurich fINalIsts Aviva BUPA Legal & General
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:49 Page 9
This is for financial advisers only.
I love it when my clients feel secure.
So do we. Simply, our income protection works when your clients can’t. Choose LV= with confidence for award-winning cover and service.
To find out more visit LV.com/adviser or call 0845 602 0690* PROTECTION
PENSIONS
ANNUITIES
EQUITY RELEASE
*For Textphone, dial 18001 first. We may record and/or monitor your calls for training and audit purposes.
INVESTMENTS 21016054 10/10
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:21 Page 10
Investment Life & Pensions
Moneyfacts
Best Pension service
®
Awards 2010
Paul England, Head of Branch Sales - South, Scottish Life, receives the trophy from Richard Eagling of Moneyfacts and Jeremy Vine
“
We’re delighted to win the award for Best Pension Service.
WINNER
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
Contact Address Scottish Life St. Andrew House 1 Thistle Street Edinburgh EH2 1DG
HIgHly CommENdEd AEGON CommENdEd Prudential
”
Telephone 0845 60 40 800 Website www.scottishlife.co.uk/bestpensionservice
10
fINalIsts AXA Scottish Widows Standard Life
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Investment Life & Pensions
Moneyfacts
service Beyond the Call of duty
®
Awards 2010
Joanna Bambrough, Head of New Business Procurement, Merchant Investors, receives the trophy from Richard Eagling (left) of Moneyfacts and Jeremy Vine
“
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.
”
Contact Address Merchant Investors St Bartholomew’s House Lewins Mead Bristol BS1 2NH
Telephone 0117 975 2355 email ifapartners@merchinv.co.uk Website: www.merchant-investors.co.uk 12
WINNER
HIgHly CommENdEd Partnership CommENdEd MetLife fINalIsts LV= Prudential Zurich
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:50 Page 13
Helping to accelerate your business’s growth.
www.merchant-investors.co.uk 14:57:06
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Investment Life & Pensions
Moneyfacts
Innovation award
®
Awards 2010
Zak de Mariveles, Managing Director, UK Structured Product Sales, receives the trophy from Richard Eagling of Moneyfacts and Jeremy Vine
“
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
WINNER
HIgHly CommENdEd MGM Advantage (Flexible Income Annuity) CommENdEd Bright Grey (Relevant Life Policy) fINalIsts Canada Life (Guaranteed Retirement Plan) LV= (Protected Retirement Plan) MetLife (Income for Life)
Website www.rbs.co.uk/ifa
14
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Investment Life & Pensions
Moneyfacts
Best sIPP Provider
®
Awards 2010
Helen Pearce, Client Services Manager, A J Bell, receives the trophy from Richard Eagling of Moneyfacts and Jeremy Vine
“
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
WINNER
HIgHly CommENdEd Hornbuckle Mitchell CommENdEd Standard Life fINalIsts Merchant Investors Suffolk Life The IPS Partnership
Email enquiry@ajbell.co.uk Website www.ajbell.co.uk
16
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:52 Page 17
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ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:27 Page 18
Investment Life & Pensions
Moneyfacts
Best ssas Provider
®
Awards 2010
Mr Ian Hammond, Managing Director, Rowanmoor Pensions, receives the trophy from Richard Eagling of Moneyfacts and Jeremy Vine
“
“Best SSAS Provider” Rowanmoor Pensions is the UK’s largest independent SSAS provider and a bespoke SIPP operator.
WINNER
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.”
”
Contact Address Rowanmoor Pensions Rowanmoor House 46-50 Castle Street SALISBURY SP1 3TS. Telephone 08445 440 550
Fax 08445 440 500 Email enquiries@rowanmoor.co.uk Website www.rowanmoor.co.uk
18
HIgHly CommENdEd The IPS Partnership CommENdEd A J Bell fINalIsts AXA Hornbuckle Mitchell Standard Life
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ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:28 Page 20
Investment Life & Pensions
Moneyfacts
Best Enhanced annuity Provider
®
Awards 2010
Jane Kennedy, Chief Operating Officer, Partnership, receives the trophy from Richard Eagling of Moneyfacts and Jeremy Vine
“
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.”
”
Contact Address Partnership Sackville House 143-149 Fenchurch Street London EC3M 6BN Telephone 0845 108 7240
Fax 0845 108 7238 email info@partnership.co.uk Website www.partnership.co.uk
20
WINNER
HIgHly CommENdEd Just Retirement CommENdEd MGM Advantage fINalIsts Canada Life LV= Prudential
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:53 Page 21
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Best Enhanced Annuity Provider
SIGN UP FOR THE SYSTEM NOW Speak to your Account Manager, or visit:
partnership.co.uk/big-register 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 office for both companies is Sackville House, 143-149 Fenchurch Street, London EC3M 6BN.
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:30 Page 22
Investment Life & Pensions
Moneyfacts
Best lifetime mortgage Provider
®
Awards 2010
Dominic Fraser-Smith, Group Product Manager, Aviva, receives the trophy from Richard Eagling of Moneyfacts and Jeremy Vine
“
WINNER
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.
HIgHly CommENdEd LV=
Contact
CommENdEd Just Retirement
Address 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
fINalIsts Hodge Lifetime New Life Mortgages Scottish Widows Bank
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:30 Page 23
date for your diary Investment Life & Pensions
Moneyfacts 速
Awards 2011 The London Marriott Hotel Grosvenor Square Friday 23 September 2011
www.moneyfactsgroup.co.uk/awards
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:30 Page 24
Investment Life & Pensions
Moneyfacts
Best structured Products Provider
®
Awards 2010
Colin Brockman, Investec Structured Products, receives the trophy from Richard Eagling of Moneyfacts and Jeremy Vine
“
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.
”
Contact Address Investec Structured Products 2 Gresham Street London EC2V 7QP
Email structured.products@investec.co.uk Website www.investecstructuredproducts.com
For technical enquiries call 020 7597 4065 24
WINNER
HIgHly CommENdEd Morgan Stanley CommENdEd RBS fINalIsts Barclays Wealth Santander Zurich
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:54 Page 25
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 890 305 For technical enquiries
020 7597 4065 www.investecstructuredproducts.com
Deposit • Investment 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.
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:31 Page 26
Investment Life & Pensions
Moneyfacts
Best Ethical Investment Provider
®
Awards 2010
Phil Baker (centre), Strategic Partnerships Manager, Ecclesiastical Investment Management, receives the trophy from Richard Eagling (left) of Moneyfacts and Jeremy Vine
“
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.
”
Contact Address Ecclesiastical Investment Management 19-21 Billiter Street London EC3M 2RY
Telephone 0845 604 4056 Website www.ecclesiastical.com/ifa
26
WINNER
HIgHly CommENdEd Friends Provident CommENdEd AEGON Asset Management fINalIsts Aviva Jupiter The Co-operative Asset Management
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:55 Page 27
Ecclesiastical Investment Management Limited
THE SOCIALLY RESPONSIBLE AMITY INTERNATIONAL FUND Delivering top decile performance over 1, 3, 5, 10 years and since launch. 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:
Decile position in sector as of 30/09/20103 Amity International Fund
1 year 3 years 5 years 10 years Inception
09/99
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.
GLOBAL EQUITY
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).
Profit with principles. Call us on 0845 604 4056 Visit us at www.ecclesiastical.com/ifa You’ll find us on
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.
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:32 Page 28
Investment Life & Pensions
Moneyfacts
most Competitive annuity Provider
®
Awards 2010
Matt Logan (centre), Finance Director, Wealth Management, Canada Life, receives the trophy from Richard Eagling (left) of Moneyfacts and Jeremy Vine
“
WINNER
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.
Contact Address Canada Life Canada Life Place Potters Bar Herts EN6 5BA
Telephone 0845 300 3199 Website www.canadalife.co.uk/ifa
28
”
HIgHly CommENdEd Aviva CommENdEd AEGON fINalIsts Legal & General Prudential Standard Life
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:55 Page 29
For professional adviser use only
Guaranteed Retirement Plan
Protecting your future from uncertainty
• 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 stock market 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 known date 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
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.
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:33 Page 30
Investment Life & Pensions
Moneyfacts
most Competitive term assurance - direct Provider
®
Awards 2010
“
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!
”
Contact Address AA Life Insurance Fanum House Basing View Basingstoke RG21 4EA
Telephone 0800 587 2624
WINNER
HIgHly CommENdEd Sainsbury’s Finance CommENdEd The Post Office fINalIsts Barclays Life first direct M&S Money
Website www.theaa.com
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ILP 2010 supp 27 Oct_Layout 1 01/11/2010 10:56 Page 31
When life takes a wrong turn who can you trust to protect your clients?
For Life Insurance, choose the AA.
Weâ&#x20AC;&#x2122;ve just won the Moneyfacts award for â&#x20AC;&#x2DC;Most Competitive Term Assurance Direct Providerâ&#x20AC;&#x2122; 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. Hereâ&#x20AC;&#x2122;s how easy it is: s 'ET AN INITIAL QUOTE WITHIN MINUTES s 7E LL lND THE BEST PRICE WE CAN FROM OUR PANEL OF LEADING INSURERS s &LEXIBLE COVER 9OUR CLIENT CAN CHOOSE THE LENGTH OF TIME AND AMOUNT THEY WOULD LIKE TO BE COVERED FOR s 1UICK AND HASSLE FREE TO ARRANGE !PPLICATIONS CAN BE ARRANGED ONLINE OR OVER THE PHONE WITH OUR 5+ BASED call handlers.
To find out more about our award winning Life Insurance cover call 0800 316 0887
Life Insurance
0800 316 0887 or visit theAA.com Lines are open 8am to 9pm Monday to Friday, Saturday 9am to 3pm 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.
Insurance
ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:34 Page 32
Investment Life & Pensions
Moneyfacts 速
Awards supplement 2010
and the winners were...
Investment Life & Pensions
Moneyfacts 速
Awards 2010
email: enquiries@moneyfacts.co.uk www.moneyfacts.co.uk 速
ReadeRs aRe Reminded that mOneYFaCts is COPYRiGht and that PhOtOCOPYinG it is iLLeGaL.
Ref: ILPAS-047-1010
Moneyfacts Group plc, Moneyfacts House, 66-70 thorpe road, norwich nr1 1BJ tel: 0845 1689 689 fax: 0845 1689 690