News In Brief
Help us to recognise the industry’s finest by Richard Eagling
O
ver two years on from the introduction of the Retail Distribution Review (RDR) and it is fair to say that the
financial services industry continues to face a challenging environment. In particular, a distrust of the industry among consumers remains a barrier to engaging with financial providers and advisers.
The extent to which trust has been eroded has been highlighted by a survey by PWC, which revealed that just 28% of consumers trust financial advisers, while 27% trust insurance providers and 12% trust fund managers.
Key to tackling this mistrust of the financial services sector is demonstrating the value that the industry can add and highlighting the providers and advisers who can make a difference through their client-centric service and propositions. The Investment Life & Pensions Moneyfacts Awards recognise those providers that have consistently offered the most competitive products and best levels of service during the last 12 months, while also honouring the advisers who have excelled in delivering the very best client experience.
The winners of the 2015 Investment Life & Pensions Moneyfacts awards will be revealed at an evening awards ceremony on Tuesday 15 September 2015 at the Lancaster London Hotel.
However, in order to ensure that only the most deserving organisations are recognised, we need you to tell us which providers and products have most impressed you during the last 12 months. Within each category you are free to vote for any provider that you feel is worthy of the accolade, rather than selecting from a pre-determined shortlist of providers. If more than one provider has impressed you in a category, you can nominate your top three providers in order of preference.
The categories that we are looking for you to cast your votes in are as follows:
Service Awards
The service awards are designed for those providers that have consistently offered first class service and adviser support over the last 12 months across the protection, healthcare, pension, annuity, investment and structured products sectors. We would also like you to vote in our popular ‘Service Beyond The Call of Duty’ category, an award which recognises a one-off event or series of events where a provider has offered a truly exceptional level of service, and gone that extra mile to offer you support or assistance.
Product Awards We also need your help to identify the providers offering the best propositions across the different areas of the protection, retirement and investment markets. When voting for your favourites please consider the availability of the product, charges and pricing, its flexibility and the features and options it offers.
Innovation Award
Innovation is key to ensuring that products and services keep pace with changing consumer needs, and is particularly topical given the forthcoming pension reforms. As a result, we would like you to tell us which product or service you feel has been the most innovative and exciting launch of the last 12 months. All product areas - protection, pensions and investments - can be considered.
To register your vote, simply visit
www.moneyfactsgroup.co.uk/Awards/ilp/ Voting and complete the online form. A nomination is not essential for every category, but for your responses to be valid and to be entered into our prize draw, the survey must be completed by midnight on Friday 22 May 2015. The first name drawn at random will win a Pebble Smartwatch.
Adviser Awards Finally, there is a chance for you to shine by entering our Adviser Awards. These recognise the best adviser organisations and promote excellence in financial advice across four different disciplines:
• Investment Adviser of the Year • Retirement Adviser of the Year • Tax and Estate Planner of the Year • Health Adviser of the Year.
Entrants will be asked to complete a questionnaire providing details of their organisation, their level of expertise and how they deliver their advice proposition. To request an entry form, or forms, email
ajoyce@moneyfacts.co.uk stating the name of the category, or categories, you wish to enter. The deadline for entries is Friday 22 May 2015.
Investment Life & Pensions Moneyfacts Awards 2015
Service Awards
Best Investment Service Best Protection Service Best Healthcare Service Best Pension Service Best Annuity Service
Best Structured Products Service Service Beyond The Call of Duty Best Online Service
Product Awards Best Personal Pension Provider Best SIPP Provider Best SSAS Provider Best Group Pension Provider Best Income Drawdown Provider Best Third Way Product Provider Best Enhanced Annuity Provider Best Equity Release Provider Best Stocks and Shares ISA Provider Best Investment Fund Provider Best Investment Trust Provider Best Multi-manager Provider Best Absolute Return Fund Provider Best Discretionary Fund Manager Best Platform/Wrap
Best Structured Products Provider Best Investment Bond Provider Best Tax and Estate Planning Solutions Provider
Best Ethical Investment Provider Best Junior ISA Provider Best Term Assurance Provider Best Income Protection Provider Best Critical Illness Provider Best Private Medical Insurance Provider
Best Business Protection Provider Best Health Cash Plan Provider Best Group Protection Provider
Innovation Award 6 Investment Life & Pensions Moneyfacts ® March 2015
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56 |
Page 57 |
Page 58 |
Page 59 |
Page 60 |
Page 61 |
Page 62 |
Page 63 |
Page 64 |
Page 65 |
Page 66 |
Page 67 |
Page 68 |
Page 69 |
Page 70 |
Page 71 |
Page 72 |
Page 73 |
Page 74 |
Page 75 |
Page 76 |
Page 77 |
Page 78 |
Page 79 |
Page 80 |
Page 81 |
Page 82 |
Page 83 |
Page 84 |
Page 85 |
Page 86 |
Page 87 |
Page 88 |
Page 89 |
Page 90 |
Page 91 |
Page 92 |
Page 93 |
Page 94 |
Page 95 |
Page 96 |
Page 97 |
Page 98 |
Page 99 |
Page 100 |
Page 101 |
Page 102 |
Page 103 |
Page 104 |
Page 105 |
Page 106 |
Page 107 |
Page 108 |
Page 109 |
Page 110 |
Page 111 |
Page 112 |
Page 113 |
Page 114 |
Page 115 |
Page 116 |
Page 117 |
Page 118 |
Page 119 |
Page 120 |
Page 121 |
Page 122 |
Page 123 |
Page 124 |
Page 125 |
Page 126 |
Page 127 |
Page 128 |
Page 129 |
Page 130 |
Page 131 |
Page 132 |
Page 133 |
Page 134 |
Page 135 |
Page 136 |
Page 137 |
Page 138 |
Page 139 |
Page 140 |
Page 141 |
Page 142 |
Page 143 |
Page 144 |
Page 145 |
Page 146 |
Page 147 |
Page 148 |
Page 149 |
Page 150 |
Page 151 |
Page 152 |
Page 153 |
Page 154 |
Page 155 |
Page 156 |
Page 157 |
Page 158 |
Page 159 |
Page 160 |
Page 161 |
Page 162 |
Page 163 |
Page 164 |
Page 165 |
Page 166 |
Page 167 |
Page 168 |
Page 169 |
Page 170 |
Page 171 |
Page 172 |
Page 173 |
Page 174 |
Page 175 |
Page 176 |
Page 177 |
Page 178 |
Page 179 |
Page 180 |
Page 181 |
Page 182 |
Page 183 |
Page 184 |
Page 185 |
Page 186 |
Page 187 |
Page 188 |
Page 189 |
Page 190 |
Page 191 |
Page 192 |
Page 193 |
Page 194 |
Page 195 |
Page 196