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®
“
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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
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®
“
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ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:25 Page 14
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
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
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
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.”
“
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ILP 2010 supp 27 Oct_Layout 1 01/11/2010 12:27 Page 18
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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
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.
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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
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.
“
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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
S-0
47
-10
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