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Shortlists and Booking Information

Investment Life & Pensions

Moneyfacts 速

Awards 2010

The London Marriott Hotel Grosvenor Square Friday 17 September 2010

Sponsors

Supported by


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

Finalists

Jupiter MetLife

We will be announcing the winners of the Good Advice Awards 2010 at the annual Investment Life & Pensions Moneyfacts Awards ceremony.

Prudential

Best Retirement Adviser sponsored by:

Sterling

Seven Investment Management Skandia

Best Protection Service Best Tax and Estate Planner sponsored by:

Aviva Bright Grey BUPA Legal & General

Best Equity Release Adviser sponsored by:

LV= Zurich Best Pension Service AEGON Scottish Equitable

Best Investment Adviser sponsored by:

AXA Prudential Scottish Life

Best Protection 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 Scottish Equitable

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 Scottish Equitable

AEGON Scottish Equitable

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 Scottish Equitable

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

Friends Provident

Octopus Investments

LV=

Prudential

Pioneer

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 Term Assurance Direct Provider

Aviva UK Health

AA Insurance Services

AXA PPP Healthcare

Barclays Life

BUPA

first direct

National Friendly

M&S Money

PruHealth

Sainsbury’s Finance

Simplyhealth

The Post Office

Best Group Protection Provider

Most Competitive Term Assurance IFA Provider

Aviva

AEGON Scottish Equitable

BUPA

Aviva

Canada Life

AXA

Legal & General

Legal & General

Lutine Assurance

Lutine Assurance

Unum

LV=

Most Competitive Annuity Provider

Best Health Cash Plan Provider

AEGON Scottish Equitable

BHSF

Aviva

BUPA

Canada Life

Medicash

Legal & General

Health Shield

Prudential

Simplyhealth

Standard Life

Westfield Health


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

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

Investment Life & Pensions Moneyfacts Awards 2010 - shortlist v2  

Shortlists and booking brochure for the 2010 Investment Life & Pensions Moneyfacts Awards.

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