Investment Life & Pensions
Moneyfacts 速
Awards 2010
The London Marriott Hotel Grosvenor Square Friday 17 September 2010
Sponsors
Supported by
Shortlists and Booking Information
Now in their ninth year the Investment, Life & Pensions Moneyfacts Awards has become a highly sought after accolade of excellence, rewarding the products and providers that have exelled over the past twelve months. This year’s must attend event will take place on the 17 September 2010 and will be hosted by BBC Radio 2’s Jeremy Vine. Due to popular demand The Investment, Life & Pensions Moneyfacts Awards continues to follow the luncheon format but will, this year, move to a new location at the London Marriott Hotel, Grosvenor Square, London. Richard Eagling, Editor, Investment, Life & Pensions Moneyfacts
No one would deny that the past year has been challenging for many sectors of the financial services industry but this is exactly the time when top class performers distinguish themselves from the also rans. The Investment, Life & Pensions Moneyfacts Awards provide an insight into which companies have successfully risen to the challenge These awards are about recognising achievement, networking with colleagues and associates as well as good old fashioned razzamatazz.
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Good Advice
Best Investment Service
Awards 2010
Encouraging excellence in financial advice
We will be announcing the winners of the Good Advice Awards 2010 at the annual Investment Life & Pensions Moneyfacts Awards ceremony. Best Protection Adviser sponsored by:
Finalists
Jupiter MetLife Prudential Seven Investment Management Skandia Sterling Best Protection Service Aviva
Best Investment Adviser sponsored by:
Bright Grey BUPA Legal & General
Best Retirement Adviser sponsored by:
LV= Zurich Best Pension Service
Best Tax and Estate Planner sponsored by:
AEGON AXA Prudential Scottish Life
Best Equity Release Adviser sponsored by:
Scottish Widows Standard Life
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Finalists
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Best Online Service
Best Personal Pension Provider
Cofunds
AEGON
Friends Provident
Aviva
Prudential
Prudential
Skandia
Scottish Life
Standard Life
Scottish Widows
Zurich
Skandia
Service Beyond the Call of Duty
Best SIPP Provider
LV=
A J Bell
Merchant Investors
Hornbuckle Mitchell
MetLife
Merchant Investors
Partnership
Standard Life
Prudential
Suffolk Life
Zurich
The IPS Partnership
Innovation Award
Best SSAS Provider
Bright Grey (Relevant Life Policy)
A J Bell
Canada Life (Guaranteed Retirement Plan)
AXA
LV= (Protected Retirement Plan)
Hornbuckle Mitchell
MetLife (Income for Life)
Rowanmoor Pensions
MGM Advantage (Flexible Income Annuity)
Standard Life
RBS (AutoPilot and Navigator)
The IPS Partnership
Finalists
Best Group Pension Provider
Best Third Way Product Provider
AEGON
AEGON
Aviva
Alico Wealth Management
Friends Provident
Living Time
Scottish Life
LV=
Scottish Widows
MetLife
Standard Life
Sun Life Financial of Canada
Best Income Drawdown Provider
Best Lifetime Mortgage Provider
AEGON
Aviva
AXA
Hodge Lifetime
Prudential
Just Retirement
Scottish Life
LV=
Scottish Widows
New Life Mortgages
Standard Life
Scottish Widows Bank
Best Enhanced Annuity Provider
Best Home Reversion Provider
Canada Life
Aviva
Just Retirement
Bridgewater Equity Release
LV=
Hodge Lifetime
MGM Advantage
Home & Capital
Partnership Prudential
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Finalists
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Best ISA Provider
Best Multi Manager Provider
Fidelity International
Cazenove Capital Management
F&C Investments
F&C Investments
Jupiter
Jupiter
M&G Investments
Omnis Investments
Skandia
Seven Investment Management
Sterling
Skandia
Best Unit Trust/OEIC Provider
Best Fund Supermarket/Platform
Fidelity International
AXA (Elevate)
Invesco Perpetual
Cofunds
M&G Investments
Fidelity FundsNetwork
Neptune Investment Management
Skandia
Skandia
Standard Life (Fundzone)
Sterling
Transact
Best Investment Trust Provider
Best Structured Products Provider
Aberdeen
Barclays Wealth
Baillie Gifford
Investec Structured Products
BlackRock
Morgan Stanley
F&C Investments
RBS
Henderson Global Investors
Santander
JPMorgan Asset Management
Zurich
Finalists
Best Investment Bond Provider
Best Child Trust Fund Provider
AXA
Healthy Investments
Canada Life
F&C Investments
Legal & General
Family Investments
MetLife
Scottish Friendly Society
Prudential
The Children’s Mutual
Sterling
The Co-operative Asset Management
Best Tax and Estate Planning Solutions Provider
Best Income Protection Provider
AXA Isle of Man
Cirencester friendly
Canada Life
Exeter Family Friendly
Octopus Investments
Friends Provident
Prudential
LV=
WAY Investments
Scottish Provident
Zurich
Unum
Best Ethical Investment Provider
Best Critical Illness Provider
AEGON Asset Management
Bright Grey
Aviva
BUPA
Ecclesiastical Investment Management
Legal & General
Friends Provident
PruProtect
Jupiter
Scottish Provident
The Co-operative Asset Management
Zurich
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Finalists
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Best Private Medical Insurance Provider
Most Competitive Annuity Provider
Aviva UK Health
AEGON
AXA PPP Healthcare
Aviva
BUPA
Canada Life
National Friendly
Legal & General
PruHealth
Prudential
Simplyhealth
Standard Life
Best Health Cash Plan Provider
Most Competitive Term Assurance Direct Provider
BHSF
AA Insurance Services
BUPA
Barclays Life
Medicash
first direct
Health Shield
M&S Money
Simplyhealth
Sainsbury’s Finance
Westfield Health
The Post Office
Best Group Protection Provider
Most Competitive Term Assurance IFA Provider
Aviva
AEGON
BUPA
Aviva
Canada Life
AXA
Legal & General
Legal & General
Lutine Assurance
Lutine Assurance
Unum
LV=
The Luncheon & Ceremony
There will be a celebratory luncheon on Friday
Accommodation
17 September June at the London Marriott Hotel,
We have arranged a hotel booking service with our
Grosvenor Square, London W1K. For 2010 the awards
partner Hotelzon. Hotelzon will search for the most
have made the move to a luxurious Mayfair hotel to
appropriate hotel rooms for you, either at the awards
provide a fitting venue for such an established industry
venue or close by, dependent on your budget. Visit
event.
http://www.hotelzon.com/uk/exhibitions/the_investment _life_pensions_mon/ to view the options.
The event will begin with a champagne reception at
Guests are responsible for their own room and
12pm, followed by a delicious three course lunch.
incidental charges.
The awards ceremony, hosted by Radio 2’s Jeremy Vine, will follow and the event will conclude
Sponsorship Opportunities
with a cash bar and entertainment.
There are a limited number of sponsorship
Booking
contact Sarah Watson on 01603 476 858.
opportunities available, for more information please We advise booking early to avoid disappointment with tables allocated on a first-come first-served basis. There will be standard, premium and finalist table packages of 10, all of which include champagne reception, three course dinner, an allocation of wine and entertainment. For table packages and online booking click here or contact Anne Joyce on 0845 168 9744 or ajoyce@moneyfacts.co.uk.
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Moneyfacts
速
Group plc
MOnEyFACTS GROUP plc, Moneyfacts House, 66 - 70 Thorpe Road, Norwich NR1 1BJ Tel: 0845 1689 689 Fax: 0845 1689 690 email: enquiries@moneyfacts.co.uk www.moneyfacts.co.uk Ref: ILPBF-030-0610